Different Functions on same Form

Forum|Forum|4 months ago
April 28, 2026
2 replies
27 views

Hello!

I have one form that needs to be filled out internally and saved and then sent out externally to fill the rest. Is that possible? I want to avoid multiple forms.

I am brand new to DocuSign and appreciate the help!!

Best answer by tom.tao.deng

Hi @Juniper

I think you could add customized fields in the template or e-form for filling by externally users. Maybe below courses could help you:

Activity: Customize Document Features and Fields

Video Playlist: Docusign CLM Advanced eForm Techniques

Best Regards,

Tom

T

tom.tao.deng

Answer

Active Voice

Hi @Juniper

I think you could add customized fields in the template or e-form for filling by externally users. Maybe below courses could help you:

Activity: Customize Document Features and Fields

Video Playlist: Docusign CLM Advanced eForm Techniques

Best Regards,

Tom

J

Jenny.Martin

Community Moderator

Hello @Juniper,

I hope you’re doing well. I’m following up to see if the information shared above was helpful. If it added clarity or answered your question, marking it as Best Answer ✅ will highlight it for others in the community. If you still need more support, we’re here to help.

Best Regards,

Jenny | Docusign Community Moderator

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