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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!!
+1- New Voice
Hi
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
- Community Moderator
Hello
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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