Bank Routing & Account Number?

First time trying to use docusign, requesting banking information from Customer’s for automatic ACH payments. I need their bank’s 9 digit routing and their bank account number ranging from 5-17 digits. What field do I use to gather this information?

Also, using a radio button to select between checking and savings account, but it does not display in preview.

Please help!

Page 1 / 1

@nhogan I would suggest Text fields and then set a validation for numbers or a Regex if you want some type of custom validation. Then set a specific length on the field so they cannot go beyond certain number of characters.

My preview works when I have Radio Buttons added. Are you on the correct Recipient for the fields added? Could you be more specific about what is not displaying? Conditional fields?

Hi @nhogan,

I hope you are doing well.

I would like to confirm if you need further assistance with this, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Reply

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Scanning file for viruses.

This file cannot be downloaded