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Question

At a stand still with Web Forms and eSignatures

  • March 24, 2026
  • 0 replies
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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!