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Hi all,
Is it possible to call an Intake Form inside a workflow and allow the user to enter data.
Thank you.
Question
How to call Intake Form in Workflow
+15- Digital Leader
Hello
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!
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