At a stand still with Web Forms and eSignatures

Question

I’ve created a web form that will be used as an inspection template. A user at my level will perform the inspection using the Web Form and once completed, I’ll need to route the now clinic-specific inspection with findings to the appropriate team for acknowledgement signatures. I’m at a standstill and need some help.

General Web Form template with inspection content is created and currently living in My Web Forms.
I or another user will perform the inspection. Once complete, signatures from 2 different people will need to be obtained to sign off the inspection. Because these inspections will now be clinic-specific, eSignature fields will not be the same from inspection form to inspection form.
- In thinking about this, if I am inspecting 14 clinics, do I need to create 14 Web Forms all named for the clinic to be inspected in the My Web Forms folder so the links to complete them are unique?
Once the user performs the clinic inspection, where do the completed inspections go? Can they be viewed as “read only” visually friendly webpages (or downloadable .pdf, maybe) at that point (anything other than .csv)?
Finally, I do not see how to add eSignatures to a Web Form. Do I need to design a separate pdf and add signature fields to that? How do I link the eSigned document to the completed Inspection?

Thank you!

Jenny.Martin · Answer

Hello ​@kimberlystew,Thanks for reaching out, and welcome to the Docusign Community!You don’t need to create separate Web Forms for each clinic unless the inspection questions are different. The same Web Form link can be shared, and recipients will fill in their details once they receive it. Since Web Forms are mainly for data capture, they don’t include signature fields. If signatures are required, build the form from a template that already has signature fields.After submission, you’ll find each Web Form with signatures under Agreements > Sent folder, where you can view results in read‑only mode using Form Data or download them as PDF. CSV exports are available if you need raw data.👉How to Build a Web FormI hope this helps clarify things! Let us know if you have any further questionsBest Regards,Jenny |Docusign Community ModeratorIf this helped,like 👍and mark it as “Best Answer”

Sign up

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.

Docusign 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.

Scanning file for viruses.

This file cannot be downloaded