Form Field Types Guide
Forms in Pactvera allow you to collect data securely from recipients — from simple text fields to complex selections. This guide explains each available field type, how to configure it in the editor, and what recipients see when completing the form.
🧱 Basic Fields
✏️ Text Field
Collects short text input such as names, titles, or short responses.
Editor View
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Drag and drop the Text Field into the form.
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Under Display, set:
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Label — name of the field.
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Placeholder — example text shown before entry.
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Description — help text for the user.
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Under Validation, check Required if the field must be filled in.
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Under Conditional, show or hide the field based on another field’s value.
Recipient View
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The user enters text directly into the field.
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Required fields must be completed before submission.
📝 Text Area
Used for longer text entries such as notes, explanations, or comments.
Editor View
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Configure Label, Placeholder, and Description.
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Use Validation to make it required.
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You can show or hide it conditionally like any other field.
Recipient View
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Displays a larger text box for multiline input.
🔢 Number Field
Collects numeric data such as amounts, quantities, or years.
Editor View
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Configure the Label and optional Placeholder.
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Use Validation > Required if the number is mandatory.
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Conditional display options are available.
Recipient View
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Only accepts numeric input.
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Required fields must contain a number before submission.
☑️ Checkbox
Allows users to make one or more selections from a list of options.
Editor View
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Add a Label for the field.
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Under Display, define the list of checkbox options.
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Use Validation to make at least one choice required.
Recipient View
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Recipients check all boxes that apply.
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Required fields must have at least one selection.
➕ Select Boxes
Lets users select multiple values from a predefined list.
Editor View
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Define the Label and Options.
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Each option can have a label (display text) and value (stored data).
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Optionally make it required under Validation.
Recipient View
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Displays a list of checkable boxes for multi-select.
🔽 Select Field
Collects a single choice from a dropdown menu.
Editor View
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Add a Label and define the Options list.
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Set a Default Value if one should be pre-selected.
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Mark as Required under Validation, if needed.
Recipient View
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Recipients click the dropdown to select one option.
⚪ Radio Field
Lets users choose exactly one option from a set.
Editor View
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Add a Label and list your options.
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Only one selection is allowed per field.
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Validation and conditional rules are supported.
Recipient View
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Displays a series of radio buttons; only one can be chosen.
⚙️ Advanced Fields
📧 Email Field
Collects an email address.
Editor View
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Add Label and Placeholder.
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Optionally make it required under Validation.
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Conditional display supported.
Recipient View
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Validates that the input is a properly formatted email.
🌐 URL Field
Collects a website or link.
Editor View
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Add Label and Placeholder.
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Validation ensures a proper URL format.
Recipient View
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Users enter a valid web address.
☎️ Phone Number Field
Collects a phone number.
Editor View
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Add Label and Placeholder.
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Validation ensures only numbers and valid phone characters.
Recipient View
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Users type their phone number.
🏠 Address Field
Captures address details (street, city, state, zip).
Editor View
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Add Label and Description if needed.
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Optional validation to require the field.
Recipient View
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Users can enter full address details in a single structured field.
📅 Date / Time Field
Collects a specific date, time, or both.
Editor View
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Add Label and choose the appropriate Display Format.
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Can be required under Validation.
Recipient View
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Opens a date/time picker for easy selection.
💲 Currency Field
Collects amounts with currency formatting.
Editor View
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Add Label and optional placeholder.
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Validation ensures a numeric value.
Recipient View
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Automatically formats input with a currency symbol.
🖼️ Image Field
Allows file uploads for images.
Editor View
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Add Label and description.
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Optionally mark as required.
Recipient View
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Displays an upload button for image files (JPEG, PNG).
✍️ Signature Field
Captures a handwritten or drawn signature.
Editor View
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Add a Label (e.g., “Sign Here”).
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Mark as Required if needed.
Recipient View
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Users sign with mouse, trackpad, or touchscreen.
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Once signed, the form locks this field.
🧩 Layout & Data Components
These components help structure your form or group fields together.
🧱 HTML Element / Content
Add instructional text, section headers, or static content (non-interactive).
📊 Columns / Panels / Tabs / Field Sets
Organize multiple fields into columns or collapsible panels for better readability.
🗂️ Data Grid / Edit Grid / Container / Data Map
Group related inputs into a structured table or list (used for repeating data entries).
These are typically used for advanced data capture but are preconfigured for you in most templates.
⚙️ Field Configuration Tabs
Each field has three main configuration tabs accessible when selected:
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Display – Set the field’s label, placeholder, and help text.
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Validation – Mark the field as required.
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Conditional – Control when a field appears based on another field’s value:
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This component should display: Show or hide the field.
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When the form component: Choose the trigger field.
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Has the value: Enter the specific value that activates the rule.
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Example:
Display this field when “Entity Type” has the value “Corporation.”
✅ Summary
Each field type captures a specific kind of input and can be configured with simple rules for visibility and validation.