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Hi everyone,

I'm exploring ways to implement a multi-step form workflow using DocuSign, but I want to avoid the typical steps of generating a dummy document from a template and deleting it afterwards.

Essentially, I'm looking for a solution where users can progress through multiple steps or screens, inputting data at each stage, and then have that data captured so i can route conditionally based on the data.

Is there any native support or workaround in DocuSign for this kind of flow? 

Any guidance or examples would be greatly appreciated!

Thanks in advance.

​@Servesh 

As you mentioned correctly the Document Generation Forms will always result in a document generation, which could be a dummy document that is automatically moved to trash as part of the workflow, which is not a nice solution.

You may consider multiple eForms instead of DocGen Forms to capture the data input in multi-steps and building a workflow for routing and displaying the different forms dynamically as needed. You could add XML Merge step(s) later as part of the workflow to generate one or multiple documents after the date collection is completed.

If the data is stored in attributes, the Data Review step could also be used to gather specific input without the need to create eForms, but it really depends on what workflow you have in mind and both have a different user interface.

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