How to call Intake Form in Workflow

Forum|Forum|9 months ago
October 27, 2025
2 replies
162 views

Hi all,

Is it possible to call an Intake Form inside a workflow and allow the user to enter data.

Thank you.

CLM

Best answer by Pawan Gangwani

Hello @Christian.Antonio

Welcome to the Docusign Community!

Yes, it’s possible to call an Intake Form inside a workflow using the “Create and Upload Document” step.
You’ll need to create the Intake Form as part of the workflow setup along with the Doc Gen configuration and other related settings.

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

Pawan Gangwani

Answer

Hero

Hello @Christian.Antonio

Welcome to the Docusign Community!

Yes, it’s possible to call an Intake Form inside a workflow using the “Create and Upload Document” step.
You’ll need to create the Intake Form as part of the workflow setup along with the Doc Gen configuration and other related settings.

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

C

Christian.Antonio

Author

Active Voice

Thanks @Pawan Gangwani !

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.