What is Data Validation?
Data validation helps you collect more accurate information by allowing you to set rules on the text fields your signer will fill out.
For example, if you need to collect a Social Security number, your signer will have to enter nine digits. If your signer enters more than or less than nine digits, they will receive a message that says “Please enter your 9 digit social security number”.
Please note: data validation only validates the format of text entered, and does not verify the actual data. For example, we can only verify that a signer entered nine numeric digits for a Social Security number but we cannot verify that it is a legitimate Social Security number.
We are also currently validating data based on US norms only but if you have another format of data you would like to see on the list, please let us know.
How do I set Data Validation?
Create your signature request or template as you normally would.
Then, create the text field for your signer and then click on the drop down menu under Validation Type. Here is an example using the Zip Code validation:
When your signer fills this out, they will be required to enter all ten digits of their phone number. If they do not, they will receive a notification letting them know they need to enter all ten digits.
What kind of data can I set rules for?
- Numbers only
- Letters only
- Telephone number - 10 digits required (US format)
- Bank routing number - 9 digits required
- Bank account number - minimum of 6 digits required
- Email address - "@" symbol and "." required
- Zip code - 5 or 9 digits required
- SSN - 9 digits required
- EIN - 9 digits required
- Custom Regex - users can create their own rule for this field.
** Data Validation is paid plan feature and will not be available on free accounts