Category / Section
How to make a form field as required?
Published:
1 min read
Required fields refer to a section within a document that must be filled out by the signer before finalizing the signing process. When a field is marked as required, the signer is obligated to provide the necessary information or data in that field before they can proceed with their signature.
In BoldSign, the sender can customize field requirements if needed during the document creation process. This enables you to control whether specific fields are optional or mandatory for signers, improving document accuracy and compliance.
Follow the below steps to mark the form fields as required or optional:
- On the Dashboard page, click the
Create New
button and select theCreate New Document
option. - Fill in all the necessary fields and click the
Next
button. - You will be navigated to the Configure fields page.
- Drag and drop any form field to the desired location in the document.
- By default, the
Required
option is enabled in the settings section. If needed, you can disable the field based on your requirements.
- When the
Required
option is enabled, the signer cannot skip the field while signing.
- On the other hand, if the
Required
option is disabled, the signer can skip the field and sign the document.