A missing digit in a social security number or a mixed-up account number usually shows up weeks later, when a payment bounces or issues occur. These two SmartTags catch those mistakes while the signer is still typing.
Social Security Number collects a national identity number, like a Danish CPR number, a Swedish personal identity number or a US Social Security number.
Bank Details collects a bank account in the format the signer's bank uses.
Both check the input against the signer's country, keep the value hidden from your team until someone asks to see it, and fill in Payouts automatically if you use it.
Social Security Number
What your signer sees
The field starts with a country. Connie suggests one based on where the signer is, and they can change it with one click. The field then takes that country's name and shape:
Country | The field is called | Format |
Denmark | CPR number | 010180-1234 |
Sweden | Personal identity number | 19800101-0001 |
Norway | National identity number | 010180 00055 |
United Kingdom | National Insurance number | QQ 12 34 56 C |
United States | Social Security number | 123-45-6789 |
Dashes and spaces are added automatically as the signer types, so they only type the digits and letters.
What Connie checks
Check digits. Norway, Sweden, Finland, Iceland, the Netherlands, Belgium, Germany, Poland, Estonia, Lithuania, Spain, Italy, France, Portugal and Ireland all build a check into their numbers. Connie uses it, which catches almost every typo and swapped digit.
Birth dates. Where the number contains a birth date, Connie checks that the date exists.
United States and United Kingdom. Connie checks the number against the rules for which numbers can be issued.
Other countries. The field is called National ID number and accepts the number as typed, within a sensible length.
If a number doesn't pass, the signer sees a message like "CPR number is not valid" and can correct it before signing.
Good to know
The check catches typos. It can't prove that the number belongs to the person signing.
Bank Details
What your signer sees
The signer clicks the field, and a Bank information dialog opens. They pick their Bank country, and the dialog asks for the details that country uses:
Bank country | Details |
Denmark | Reg. no and Account number |
Norway | Account number |
United Kingdom | Sort code and Account number |
United States | Routing number and Account number |
The rest of Europe | IBAN |
In Denmark, Norway and the UK, the signer can also click Use international details (IBAN) if they'd rather paste an IBAN. The dialog can also ask for a BIC / SWIFT code, which is needed for payments from abroad.
What Connie checks
IBAN. The right length for the country and a valid checksum. A wrong or missing digit is caught.
Domestic details. The right number of digits, and a checksum where the country has one, for example Norwegian account numbers and US routing numbers.
Other countries. The dialog asks for the bank name, the account number and anything else the bank needs, as free text.
When a number doesn't check out, the signer sees a friendly hint like "That IBAN does not check out. Have another look for typos."
Add the SmartTags to a template
Both are ready-made SignTags:
Signer Social Security
Signer Bank Details
Type / in your template, search for them, and press Enter. See The slash menu.
Already using these tags?
Templates with the Signer Social Security or Signer Bank Details SmartTags get the new fields automatically. You don't need to change anything.
Kept private in Connie
CPR numbers and bank details are sensitive, so Connie doesn't show them openly in the app. Your team sees a blurred value with an eye icon.
Click the eye to show the number. You can then copy it.
Every time someone shows a number, it's recorded in the document's audit trail: who looked and when, never the number itself.
The signer, their co-signers and the signed PDF always show the number in full.
With Payouts
If you use Payouts, numbers entered in these SmartTags go straight onto the payout, already checked and formatted. The payout shows that the signer entered them, so there's no retyping and no copying between systems. See What is Payouts and do I need it?