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Form field validations

 

Adobe Acrobat Sign Guide

What's New

  1. Pre-Release Notes
  2. Release Notes
  3. Important Notifications

Get Started

  1. Quick start guide for administrators
  2. Quick start guide for users
  3. For Developers
  4. Video tutorial library
  5. FAQ

Administer

  1. Admin Console Overview
  2. User Management
    1. Adding users
      1. Add a User
      2. Add Users in Bulk
      3. Add Users from your Directory
      4. Add Users from MS Azure Active Directory
    2. Create function-focused users
      1. Technical accounts - API driven
      2. Service accounts - Manually driven
    3. Check for users with provisioning errors
    4. Change Name/Email Address
    5. Edit a user's group membership
    6. Edit a user's group membership through the group interface
    7. Promote a user to an admin role
    8. User Identity Types and SSO
    9. Switch User Identity
    10. Authenticate Users with MS Azure
    11. Authenticate Users with Google Federation
    12. Product Profiles
    13. Login Experience 
  3. Account/Group Settings
    1. Settings Overview
    2. Global Settings
      1. Account tier and ID
      2. New Recipient Experience
      3. Self Signing Workflows
      4. Send in Bulk
      5. Web Forms
      6. Custom Send Workflows
      7. Power Automate Workflows
      8. Library Documents
      9. Collect form data with agreements
      10. Limited Document Visibility
      11. Attach a PDF copy of the signed agreement 
      12. Include a link in the email
      13. Include an image in the email
      14. Files attached to email will be named as
      15. Attach audit reports to documents
      16. Merge multiple documents into one
      17. Download individual documents
      18. Upload a signed document
      19. Delegation for users in my account
      20. Allow external recipients to delegate
      21. Authority to sign
      22. Authority to send
      23. Power to add Electronic Seals
      24. Set a default time zone
      25. Set a default date format
      26. Users in Multiple Groups (UMG)
        1. Upgrade to use UMG
      27. Group Administrator Permissions
      28. Replace recipient
      29. Audit Report
        1. Overview
        2. Allow unauthenticated access on the transaction verification page
        3. Include reminders
        4. Include view events
        5. Include agreement page/attachment count
      30. In Product Messaging and Guidance
      31. Accessible PDFs
      32. New authoring experience
      33. Healthcare customer
    3. Account Setup
      1. Add logo
      2. Customize company Hostname/URL    
      3. Add company name
      4. Post agreement URL redirect
    4. Signature Preferences
      1. Well formatted signatures
      2. Allow recipients to sign by
      3. Signers can change their name
      4. Allow recipients to use their saved signature
      5. Custom Terms of Use and Consumer Disclosure
      6. Navigate recipients through form fields
      7. Decline to sign
      8. Allow Stamps workflows
      9. Require signers to provide their Title or Company
      10. Allow signers to print and place a written signature
      11. Show messages when e-signing
      12. Require signers to use a mobile device to create their signature
      13. Request IP address from signers
      14. Exclude company name and title from participation stamps
    5. Digital Signatures
      1. Overview
      2. Download and sign with Acrobat
      3. Sign with Cloud Signatures
      4. Include metadata for Identity Providers
      5. Restricted Cloud Signatures Providers
    6. Electronic Seals
    7. Digital Identity
      1. Digital Identity Gateway
      2. Identity Check policy
    8. Report Settings
      1. New report experience
      2. Classic report settings
    9. Security Settings
      1. Single Sign-on settings
      2. Remember-me settings
      3. Login password policy
      4. Login password strength
      5. Web session duration
      6. PDF encryption type
      7. API
      8. User and group info access
      9. Allowed IP Ranges
      10. Account Sharing
      11. Account sharing permissions
      12. Agreement sharing controls
      13. Signer identity verification
      14. Agreement signing password
      15. Document password strength
      16. Block signers by Geolocation
      17. Phone Authentication
      18. Knowledge-Based Authentication (KBA)
      19. Allow page extraction
      20. Document link expiration
      21. Upload a client certificate for webhooks/callbacks
      22. Timestamp
    10. Send settings
      1. Show Send page after login
      2. Require recipient name when sending
      3. Lock name values for known users
      4. Allowed recipient roles
      5. Allow e-Witnesses
      6. Recipient groups
      7. Required fields
      8. Attaching documents
      9. Field flattening
      10. Modify Agreements
      11. Agreement name
      12. Languages
      13. Private messages
      14. Allowed signature types
      15. Reminders
      16. Signed document password protection
      17. Send Agreement Notification through
      18. Signer identification options
        1. Overview
        2. Signing password
        3. One-Time Password via Email
        4. Acrobat Sign authentication
        5. Phone authentication
        6. Cloud-based digital signature
        7. Knowledge-based authentication
        8. Government ID
        9. Signer Identity reports
      19. Content Protection
      20. Enable Notarize transactions
      21. Document Expiration
      22. Preview, position signatures, and add fields
      23. Signing order
      24. Liquid mode
      25. Custom workflow controls
      26. Upload options for the e-sign page
      27. Post-sign confirmation URL redirect
    11. Message Templates
    12. Bio-Pharma Settings
      1. Overview
      2. Enforce identity authentication
      3. Signing reasons
    13. Workflow Integration
    14. Notarization Settings
    15. Payments Integration
    16. Signer Messaging
    17. SAML Settings
      1. SAML Configuration
      2. Install Microsoft Active Directory Federation Service
      3. Install Okta
      4. Install OneLogin
      5. Install Oracle Identity Federation
    18. Data Governance
    19. Time Stamp Settings
    20. External Archive
    21. Account Languages
    22. Email Settings
      1. Email header/footer images
      2. Permit individual user email footers
      3. Customize the Signature Requested email
      4. Customize the To and CC fields
      5. Enable Linkless Notifications
      6. Customize email templates
    23. Migrating from echosign.com to adobesign.com
    24. Configure Options for Recipients
  4. Guidance for regulatory requirements
    1. Accessibility
      1. Accessibility Compliance
      2. Create accessible forms with Acrobat desktop
      3. Create accessible AcroForms
    2. HIPAA
    3. GDPR
      1. GDPR Overview
      2. Redact a user
      3. Redact a user's agreements    
    4. 21 CFR part 11 and EudraLex Annex 11
      1. 21 CRF part 11 validation pack
      2. 21 CFR and EudraLex Annex 11 handbook
      3. Analysis of shared responsibilities
    5. Healthcare customers
    6. IVES support
    7. "Vaulting" agreements
    8. EU/UK considerations
      1. EU/UK Cross-border transactions and eIDAS
      2. HMLR requirements for deeds signed electronically
      3. The impact of Brexit on e-signature laws in the UK
  5. Download Agreements in Bulk
  6. Claim your domain 
  7. Report Abuse links

Send, Sign, and Manage Agreements

  1. Recipient Options
    1. Cancel an email reminder
    2. Options on the e-signing page
      1. Overview of the e-sign page
      2. Open to read the agreement without fields
      3. Decline to sign an agreement
      4. Delegate signing authority
      5. Restart the agreement
      6. Download a PDF of the agreement
      7. View the agreement history
      8. View the agreement messages
      9. Convert from an electronic to a written signature
      10. Convert from a written to an electronic signature 
      11. Navigate the form fields
      12. Clear the data from the form fields
      13. E-sign page magnification and navigation
      14. Change the language used in the agreement tools and information
      15. Review the Legal Notices
      16. Adjust Acrobat Sign Cookie Preferences
  2. Send Agreements  
    1. Send page overview
    2. Send an agreement only to yourself
    3. Send an agreement to others
    4. Written Signatures
    5. Recipient signing order
    6. Send in Bulk
      1. Overview of the Send in Bulk feature
      2. Send in Bulk - Configure a parent template
      3. Send in Bulk - Configure the CSV file
      4. Cancel a Send in Bulk transaction
      5. Add reminders to Send in Bulk
      6. Reporting for Send in Bulk
  3. Authoring fields into documents
    1. In-app authoring environment
      1. Automatic field detection
      2. Drag and drop fields using the authoring environment
      3. Assign form fields to recipients
      4. The Prefill role
      5. Apply fields with a reusable field template
      6. Transfer fields to a new library template
      7. Updated authoring environment when sending agreements
    2. Create forms with text tags
    3. Create forms using Acrobat (AcroForms)
      1. AcroForm creation
      2. Creating accessible PDFs
    4. Fields
      1. Field types
        1. Common field types
        2. In-line Images
        3. Stamp Images
      2. Field content appearance
      3. Field validations
      4. Masked fields values
      5. Setting show/hide conditions
      6. Calculated fields 
    5. Authoring FAQ
  4. Sign Agreements
    1. Sign agreements sent to you
    2. Fill & Sign
    3. Self-signing
  5. Manage Agreements
    1. Manage page overview
    2. Delegate agreements
    3. Replace Recipients
    4. Limit Document Visibility 
    5. Cancel an Agreement 
    6. Create new reminders
    7. Review reminders
    8. Cancel a reminder
    9. Access Power Automate flows
    10. More Actions...
      1. How search works
      2. View an agreement
      3. Create a template from an agreement
      4. Hide/Unhide agreements from view
      5. Upload a signed agreement
      6. Modify a sent agreement's files and fields
      7. Edit a recipient's authentication method
      8. Add or modify an expiration date
      9. Add a Note to the agreement
      10. Share an individual agreement
      11. Unshare an agreement
      12. Download an individual agreement
      13. Download the individual files of an agreement
      14. Download the Audit Report of an agreement
      15. Download the field content of an agreement
  6. Audit Report
  7. Reporting and Data exports
    1. Overview
    2. Grant users access to reporting
    3. Report charts
      1. Create a new report
      2. Agreement Reports
      3. Transaction Reports
      4. Settings Activity Report
      5. Edit a report
    4. Data Exports 
      1. Create a new data export
      2. Edit a data export
      3. Refresh the data export content
      4. Download the data export
    5. Rename a report/export
    6. Duplicate a report/export
    7. Schedule a report/export
    8. Delete a report/export
    9. Check Transaction Usage

Advanced Agreement Capabilities and Workflows

  1. Webforms 
    1. Create a web form
    2. Edit a web form
    3. Disable/Enable a web form
    4. Hide/Unhide a web form
    5. Find the URL or script code 
    6. Prefill web form fields with URL parameters
    7. Save a web form to complete later
    8. Resize a web form
  2. Reusable Templates (Library templates) 
    1. US Government forms in the Acrobat Sign library
    2. Create a library template
    3. Change a library template's name
    4. Change a library template's type
    5. Change a library template's permission level
    6. Copy, edit, and save a shared template
    7. Download the aggregate field data for a library template
  3. Transfer ownership of web forms and library templates
  4. Power Automate Workflows 
    1. Overview of the Power Automate integration and included entitlements
    2. Enable the Power Automate integration
    3. In-Context Actions on the Manage page
    4. Track Power Automate usage
    5. Create a new flow (Examples)
    6. Triggers used for flows
    7. Importing flows from outside Acrobat Sign
    8. Manage flows
    9. Edit flows
    10. Share flows
    11. Disable or Enable flows
    12. Delete flows
    13. Useful Templates
      1. Administrator only
        1. Save all completed documents to SharePoint
        2. Save all completed documents to OneDrive for Business
        3. Save all completed documents to Google Drive
        4. Save all completed documents to DropBox
        5. Save all completed documents to Box
      2. Agreement archival
        1. Save your completed documents to SharePoint
        2. Save your completed documents to One Drive for Business
        3. Save your completed documents to Google Drive
        4. Save your completed documents to DropBox
        5. Save your completed documents to Box
      3. Webform agreement archival
        1. Save completed web form documents to SharePoint Library
        2. Save completed web form documents to OneDrive for Business
        3. Save completed   documents to Google Drive
        4. Save completed web form documents to Box
      4. Agreement data extraction
        1. Extract form field data from your signed document and update Excel sheet
      5. Agreement notifications
        1. Send custom email notifications with your agreement contents and signed agreement
        2. Get your Adobe Acrobat Sign notifications in a Teams Channel
        3. Get your Adobe Acrobat Sign notifications in Slack
        4. Get your Adobe Acrobat Sign notifications in Webex
      6. Agreement generation
        1. Generate document from Power App form and Word template, send for signature
        2. Generate agreement from Word template in OneDrive, and get signature
        3. Generate agreement for selected Excel row, send for review and signature
  5. Custom Send workflows
    1. Custom Send Workflow Overview
    2. Creating a new Send Workflow
    3. Edit a Send Workflow
    4. Activate or Deactivate a Send Workflow
    5. Send an agreement with a Send Workflow
  6. Share users and agreements
    1. Share a user
    2. Share agreements

Integrate with other products

  1.  Acrobat Sign integrations overview 
  2. Acrobat Sign for Salesforce
  3. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
    2. Acrobat Sign for Outlook
    3. Acrobat Sign for Word/PowerPoint
    4. Acrobat Sign for Teams
    5. Acrobat Sign for Microsoft PowerApps and Power Automate
    6. Acrobat Sign Connector for Microsoft Search
    7. Acrobat Sign for Microsoft Dynamics 
    8. Acrobat Sign for Microsoft SharePoint 
  4. Other Integrations
    1. Acrobat Sign for ServiceNow
    2. Acrobat Sign for HR ServiceNow
    3. Acrobat Sign for SAP SuccessFactors
    4. Acrobat Sign for Workday
    5. Acrobat Sign for NetSuite
    6. Acrobat Sign for VeevaVault
    7. Acrobat Sign for Coupa BSM Suite
  5. Partner managed integrations
  6. How to obtain an integration key

Acrobat Sign Developer

  1. REST APIs 
    1. Methods documentation
    2. SDK/Developer Guide
    3. API FAQ    
  2. Webhooks 
    1. Webhook overview
    2. Configure a new webhook
    3. View or edit a webhook
    4. Deactivate or reactivate a webhook
    5. Delete a webhook
    6. Two-way SSL certificates
    7. Webhooks in the API

Support and Troubleshooting

  1. Customer Support Resources 
  2. Enterprise Customer Success Resources 

Field validations

Text form fields can be configured to accept input in a specific style, format, or value range by using the validation options in the properties of the field.

A default Text field allows any combination of letters, numbers, or special characters: `~!@#$%^&*()_+-=[]\{}|;':",./<>?£

When using validation, you limit the type of content or range of content that the data in the field must align to. If the validation isn't passed, a red warning balloon describing the validation rule is displayed. The form cannot be signed until the field is validated.

In the drag-and-drop authoring environment, you set the validation for a field by double-clicking the field and choosing an option from the Validation list.

Available validations are:

String – Allows you to select what data (character types) can be entered, and you can set the maximum length of the entry.

Character Set: Any – The same as no validation; any entry is accepted, letters, numbers, or special characters.

Letters – Only Letters can be entered. Any numbers or special characters present an error message.

Digits – Only Numbers can be entered. Any Letters or special characters present an error message.

Letters and Digits – Only Numbers and letters can be entered (useful for address fields). Any Special character displays an error message.

Maximum Length – Sets the maximum number of characters that can be entered into the field.

For example:

The field only allows letters and digits, so the entry of a special character warns the signer.

Number - Only Numbers can be entered. Any Letters or special characters present an error message:

Value Range - The Value Range is an optional setting. If the value range is not specified, then any numerical value can be entered. You can set the value range if you want to limit the number that can be entered to fit within your chosen range.

For example:

When a number outside the specified range is entered, the warning message appears.

Date – Only a date can be entered into this field, using numbers and backslashes only. By default, the date is set to the US format mm/dd/yy. You can also select the format you want the date value entered by expanding the drop-down list next to Date Format.

For example:

Since the date is not in the correct format, the warning message appears.

Note:

Review the Custom Date Validation documentation to better understand how to encode the time/date format in Acrobat Sign.

Time – Only allows a time value to be entered using numbers and the colon ‘ : ’ symbol. There is only one Time format available and that is ##:##


When filling in this field, a text bubble appears showing the format to enter the Time value in.

Note:

No text characters are allowed so AM/PM cannot be specified in a field set with a Time Validation.

For example:

Since the time is not in the correct format, the warning message appears.

Note:

Review the Custom Date Validation documentation to better understand how to encode the time/date format in Acrobat Sign.

UK Post Code – Only allows a UK formatted Post code to be entered.
When filling in this field, a text bubble appears showing the format to enter the UK Post Code value in.

US Zip – Only allows a five-digit numerical ZIP code to be entered.
When filling in this field, a text bubble appears showing the format to enter the US ZIP code value in.

US Zip+4 – Only allows a five-digit numerical ZIP code and the four-digit add-on delivery code.

When filling in this field, a text bubble appears showing the format to enter the US ZIP+4 code value in.

Note:

Four-digit add-on delivery code is required when using this validation.

For example:

Since the zip/postal code is not in the correct format, the warning message appears.

Phone – This validation only allows a phone number to be entered.

Country US – For the US setting, there must be a ten-digit number entered. There can also be parenthesis, dashes, or blank spaces used to break up the number.

For example, the following formats are all accepted:
1234567890
123 456-7890
123-456-7890
(123)4567890
(123) 456 7890
(123)456-7890
(123) 456-7890

When filling in this field, a text bubble appears showing an example of the format to enter the US Phone Number value in.

Country UK – For the UK setting, there must be an 11-digit number entered. The first digit must be a zero. There can also be parenthesis or blank spaces used to break up the number

For example the following formats are all accepted:
01234567891
01234 567891
01234 567 891
(01234)567891
(01234) 567891
(01234) 567 891

When filling in this field, a text bubble appears showing an example of the format to enter the UK Phone Number value in.

For example:

Since the phone number is not in the correct format, the warning message appears.

Social Security Number – Only allows a nine-digit number. There are only two accepted formats that are accepted:

123456789
123-45-6789

When filling in this field, a text bubble appears showing an example of the format to enter the Social Security Number value in.

For example:

Since the social security number is not in the correct format, the warning message appears.

E-mail Address -  Allows any e-mail address value to be entered. It can differ from the e-mail address associated with the transaction.

When filling in this field, a text bubble appears showing an example of the format to enter the e-mail address value in.

Note:

A Text Field with an e-mail Address Field Validation is different from the e-mail Field Type. The e-mail Address Validation allows for any e-mail address to be entered, whereas the e-mail Field Type creates a Read Only Field that is auto-populated with the e-mail address of the signer.

For example:

Since the e-mail address is not in the correct format, the warning message appears.

Currency - Allows for a numerical currency value, either with or without the local denomination symbols ($,£), or a decimal point. You can also choose to set a value range.

Country – If the data is entered into the field in the incorrect format, then text bubble appears showing an example of the format to enter the currency value in.

US - allows for the optional use of the $ symbol

UK - allows for the optional use of the £ symbol

Value Range - You can choose to set a range for the currency value that can be entered.

If the incorrect value is entered, a text bubble appears showing the accepted range value set for that field.

For example:

Since the currency is not in the correct format, the warning message appears.

Percent - This validation allows only for a numbers and an optional % symbol. You can also choose to set a value range.

If an incorrect value is entered, a text bubble appears showing the accepted format for a percentage value.

Value Range – You can choose to set a range for the Percentage value.
If the incorrect value is entered, a text bubble appears showing the accepted range value that has been set for that field.

For example:

Since only numbers are allowed in this type of validated field, a warning message appears for the signer.

Custom - Regular Expression - Allows for a custom validation check and error message.

Regular Expression - Used to define the check that either allows or disallows the information entered by the signer.

Error Message - The custom error message which is displayed in the red balloon warning, when validation is not met.

Note:

This concept is advanced and has many different uses depending on the situation. For a definition, visit this page.

  • Adobe Acrobat Sign does not support "?i" and "?-i" case insensitivity metacharacters

For example:

Only valid major credit card numbers are allowed, so 1234-1234-1234-1234-1234 fails the validation.

Custom - Formula - Used to create a calculation and check against the expected entry or solution to the calculation.

Formula - Either a custom formula can be entered here, or you can use the calculation builder.

Error Message - The custom error message which is displayed in the red balloon warning, when the validation is not met.

For example:

The formula results in a validation which does not allow '0' as a value in this field.

 Adobe

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The Creativity Conference

Oct 14–16 Miami Beach and online

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The Creativity Conference

Oct 14–16 Miami Beach and online