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Bank Routing & Account Number?

N
Newcomer
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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!

Best answer by David.Schmitz

@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?

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  • David.SchmitzValued Contributor
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  • March 7, 2024

@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?

C
Community Moderator
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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.

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