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DocuSign Web Forms: Upload Multiple PDFs as Separate Documents in One Envelope & Deliver via Single Email?

  • June 17, 2026
  • 2 replies
  • 25 views
T
Newcomer
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We’re looking to implement a process where staff can enter client details via a DocuSign Web Form and upload multiple PDF documents (e.g. client statements that vary each time).

Ideally, each uploaded PDF would remain a standalone document within the same envelope, but the client would receive everything together in a single email notification at the end of the process.

Has anyone implemented a similar setup where:

  • Staff initiate the process via a web form
  • Multiple PDFs can be dynamically uploaded per submission
  • All documents are included as separate files within one envelope
  • The client receives a single email with all documents for review/signing

Any guidance on whether this is achievable using Web Forms / Maestro (IAM), and the best approach to structure it, would be greatly appreciated

2 replies

D
Established Contributor
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  • DrewciferEstablished Contributor
  • Established Contributor
  • June 17, 2026

Webforms are very template-centric.  What you’re using it for is not quite what they’re intended for.  If you’re going to be uploading documents so that each envelope is custom, then your people should make them in the DocuSign webapp instead of Web Forms.  

I have never used Maestro, so may there’s something there that says otherwise.

    T
    Newcomer
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    • TPT SuccessNewcomer
    • Author
    • Newcomer
    • June 17, 2026

    Thanks for confirming the limitation with using a web form for our use-case 

    We don’t want to have to assign numerous staff with a Docusign licence (it then involves training and providing support to many staff for a repeatable activity) thus the reason for setting up a web form for staff to trigger a workflow process with one staffer having the Docusign licence to maintain the workflow

    I’m now leaning towards idea of setting up a power automate workflow to enable this - however on training wheels with power automate as new to our organisation

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