Set Needed Field Document For Free

Informally, a required field is an input field on a form that must have a non-blank value to be valid. Conventionally, many flow action forms mark a required field with an orange asterisk ( ).

Any configuration of checkboxes can be set as required or optional. For checkbox groups that require a minimum number of selections, or for documents where the recipient must mark a checkbox to indicate explicit agreement, this requirement can be enforced with a validation rule.

How to add fields to a document Start a new envelope and add documents and recipients as usual, and then click Next. In the recipients list at the top of the page, select a person to add fields for. Note: The fields you add apply only to the selected recipient and are color-coded to match the recipient's color.

Start an envelope as usual, adding documents, recipients, and messages. In the Add Fields view, click one of the field types listed above and place it onto the document. In the properties panel, uncheck the Required Field property. The field is now optional and signers can choose whether or not to complete it.

System Requirements Windows 10 version 1903 or later, or Windows 11. Non-subscription Office 2021 or later (non-subscription versions of Office 2013 to Office 2019 are not supported), Microsoft Office 365 version 16.0. 13530.20424 or later.

In the view configuration window, on the Fields tab, locate the field that you want to set as Required. In the Options list for that field, select Required.

Under the Page Layouts section, Click on Edit on the page layout that you use on the object. Click the wrench icon beside the custom field that you will make required. Select the Required checkbox. Click on Ok, then click on Save.