Date Field

This document explains how to add and configure the Date field in a template, including time selection and min/max constraints.

Use Date field to allow a participant to select or enter a specific date in a structured and validated format. .

You can place this field in:

• structured documents

• PDF documents

Add a date field

1. Open the template in edit mode.

2. Find the Date field in the Fields panel and add it to the template.

3. Configure the field and click Save.

Field settings

Click on the placed field to reopen settings menu.

• Name — field name shown in the document

• Role name — role that fills the field (for example, Sender)

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

• Tooltip — additional hint shown on hover

• Optional — whether filling the field is required

• Time — allows selecting both date and time values

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

• Fill with profile data — auto-fills the field from the participant profile (if available)

• Min — minimum allowed date

• Max — maximum allowed date

Min and Max restrict what users can select in the date picker.