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Hi,

Can someone please advise whether the data captured by a webform can be used to automatically populate the same fields in multiple templates and can these templates be chained together so the documents are created simultaneously?

If so, how is this done?

If not, is there a workaround?

Thank you.

Hello @Chris Roche,

Thank you for reaching out here. I appreciate you bringing your question to this Community, and we are committed to providing you with the best service possible.

I apologize for any inconvenience this might cause you. To clarify, are you referring to creating new envelopes using the pre-existing information captured with the Web Form, correct?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

 

Best regards,

Christopher | Docusign Community Moderator

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