Skip to main content

How to Use Regex Validation in Document Preparation

Written by Trisha Capusi

What is Regex Validation?

Regex validation allows you to control what users can enter in a field by setting a specific pattern.

This helps ensure that the information entered follows the correct format, such as numbers only, email format, or custom rules.

How to Access Regex Validation

1. Go to Document Template and Upload Document
​

2. Add Signer Roles

3. Go To Prepare

4. Select a field (e.g., Text Field)

5. Scroll to the Validation section

6. Turn on Enable Regular Expression

7. Enter your pattern in the Regex Pattern field

8. (Optional) Add a message in Regex Message

Example Patterns

Numbers only
​

^\d+$

Email format
​

^[^\s@]+@[^\s@]+\.[^\s@]+$

US phone number (10 digits)
​

^\d{10}$

How Regex Validation Works

  • The pattern must match the entire field value

  • Maximum of 200 characters for the pattern

  • If the input does not match, the Regex Message will be shown

  • Works best with Text Fields

Tips for Using Regex

  • Keep patterns simple to avoid errors

  • Always add a clear error message

  • Test your pattern before sending the document

Conclusion

Regex validation gives you more control over how data is entered in your documents. By using custom patterns, you can ensure cleaner and more accurate information from signers.

Need Help?

If you need assistance setting up Regex validation, our support team is here to help.

If you are not yet a Blueink user, you can schedule a demo to see how our eSignature platform can help you manage document workflows more efficiently.

Did this answer your question?