Can I have fields that are required to be completed on a Form?

Required fields are here! You can be confident that a Form has been completed to your required specifications - nothing left undone. You can also make a Form required to be completed.

Note: Only the Account Owner, Admin(s), and Department Admin(s) for your account can create and edit Custom Fields and Forms if you have a Standard, Professional, or Enterprise plan.

Let's start! First, Required Fields must be turned on from Settings.  

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Now,  you can edit a form from the settings:

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Or directly from the Contract Page 

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Easy, isn't it! 

Let's move to the second stage, Adding a Required field to a form.

Two scenarios:

1. Adding Required Fields to an existing Form:

You can select the form you'd like to revise from the dropdown, select Edit Form, and add the desired fields. 

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2. Creating a new form:

Go to Settings FORMS, open the dropdown list of Forms, and select Edit Form.  From the next pop-up page, select "+ Add Form".  Enter the name you'd like for the Form in the box below where it says "Add Form" and then select "Add".  From there you can add fields to the Form.

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Now let's add a required field!

For both scenarios, the process is the same. Drag and drop the field you want to your form and as you select the Fields, you will see a box that says "Req".  Click "Req" and these fields will appear in red with an asterisk above the field indicating they are mandatory for completion.

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You can also make a Form required for completion of a particular contract!  

Open your Contract Page, and select the Form from the dropdown list you want to make Required.  Hit "Req" and you're done!  Now each time the user opens up this contract, the system will automatically select the required Custom Form so that users see those fields you most want them to see and complete!

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Please reach out to support@contractsafe.com with any questions.

Related articles:

Creating Custom Fields