Product documentation

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Field Types

Infile supports a comprehensive set of field types to collect different kinds of information. Choose the right field type to ensure data quality and make forms easier for clients to complete.

  • Text (Short Answer): Single-line text input for names, addresses, account numbers, or any brief text. Set character limits and validation patterns (e.g., alphanumeric only).
  • Long Text (Paragraph): Multi-line text area for descriptions, explanations, or notes. Clients can enter multiple paragraphs. Set minimum and maximum word counts if needed.
  • Number: Numeric input with validation to ensure only numbers are entered. Configure decimal places, minimum/maximum values, and whether to allow negative numbers. Useful for amounts, quantities, or percentages.
  • Date: Interactive date picker that prevents invalid dates. Set allowed date ranges (e.g., "must be in the past" or "between Jan 1 and Dec 31, 2024"). Automatically formats dates consistently.
  • Dropdown (Select): Single selection from a predefined list of options. Ideal when you have many options (more than 5) or want to save space. Supports search functionality for long lists.
  • Multiple Choice (Radio Buttons): Single selection displayed as radio buttons. Best for 2-5 options where you want all choices visible at once. Clients can see all options without clicking.
  • Checkboxes: Multiple selections allowed. Clients can check as many options as apply. Set minimum and maximum number of selections if needed (e.g., "select at least 2").
  • File Upload: Allows clients to upload documents and images. Configure accepted file types (PDF, JPG, PNG, DOCX, etc.), maximum file size, and whether multiple files are allowed. Files are automatically scanned for viruses.
  • Signature: Electronic signature capture using mouse, touchpad, or touchscreen. Legally binding and includes timestamp and IP address. Clients can type their name or draw their signature.
  • Email: Email address input with automatic validation to ensure proper format (e.g., user@domain.com). Prevents typos and invalid email addresses.
  • Phone: Phone number input with automatic formatting based on country. Validates phone number format and can require specific formats (e.g., US: (555) 123-4567).
  • Address: Structured address input with separate fields for street, city, state/province, postal code, and country. Includes address autocomplete for faster entry.
  • Yes/No (Boolean): Simple toggle or checkbox for true/false questions. Useful for consent checkboxes or binary choices.
  • Currency: Monetary amount input with currency symbol and proper formatting. Automatically formats with commas and decimal places (e.g., $1,234.56).
  • Section Header: Not a field, but a visual divider to organize your form. Add headers to separate different topics or sections.
  • Instruction Text: Display-only text to provide guidance, instructions, or context. Use this to explain what's needed before a group of fields.

Field Selection Tip: Use the most specific field type available. For example, use "Email" instead of "Text" for email addresses to get automatic validation and prevent errors.

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