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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.
Solved
How to call Intake Form in Workflow
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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- Digital Leader
- 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
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