Currency Field

This document explains how to add and configure the Currency field in a template, including local formatting and limits.

Use Currency field to collect monetary amounts during envelope processing.

You can place this field in:

• structured documents

• PDF documents

Add a currency field

1. Open the template in edit mode.

2. In the Fields panel find the Currency field and add it to the template.

3. Configure the field and click Save.

Field settings

Click on the placed field to reopen settings menu. In the envelope view, number formatting depends on the region selected on the User profile page.

• Name — field name shown in the document

• Role name — role that fills the field

• Placeholder — hint text shown before input (if empty, Name is used)

• Tooltip — additional hint shown on hover

• Optional — whether filling the field is required

• Search — makes the field available for search/filtering in the mailbox UI (if enabled in your setup)

• Adapt to the local format — formats numbers using the participant’s region settings

• Min — minimum allowed value (leave empty for no limit)

• Max — maximum allowed value (leave empty for no limit)

The maximum allowed character count is 15 (IEEE 754).

This includes decimal places.

Example: the value 999999999999999 becomes 9999999999999.00.