Back to Docusign.com
Hi all,
Is it possible to call an Intake Form inside a workflow and allow the user to enter data.
Thank you.
Solved
How to call Intake Form in Workflow
+3- Active Voice
Best answer by Pawan Gangwani
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!
👪 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
+15- Hero
- Answer
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!
👪 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
Sign up
Already have an account? Login
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.
Customer Login/Registration Developer Login/RegistrationDocusign 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.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.