Web Forms and Account Rule Setups

Question

With Web Forms can you enable account rules to kick off another signing ceremony? Currently with our powerform if a certain question is answered "eligible", it will automatically send another template to a specific recipient from the powerform.

Community Expert · Accepted Answer

Hello,Thank you for reaching back and for the clarification.And yes, you can use an Agreement Rule for the template being used in the WebForm to create a new envelope using any field that is within the template, however, if you need to add the field or create the rule, it is recommended to create a new Web Form.Let us know if you need further assistance with this.Best regards,Nathaly | DocuSign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

Community Member · Answer

Hello,Thank you for reaching out here in the DocuSign Community.May I know what setup in Powerforms allows the sending of a different document for a new signing session? Are you using an integration or an API?Are you referring to a set of fields that appear or do not appear depending on the selection or what is inputted in a certain field?: https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=hew1578456460132.html&_LANG=enusAre you using the Elastic Signing feature?: https://support.docusign.com/s/document-item?bundleId=igo1666647424726&topicId=izo1572482712002.html&_LANG=enusLet us know if you need further assistance with this.Best regards,Nathaly | DocuSign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

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