Add a Web Form-Style Intake Form for Envelope Templates and Dynamic Variables
I would like the ability to add a simple sender-facing intake form to an envelope template, similar to DocuSign Web Forms.
When using the template, the sender could enter a few transaction-specific details, such as:
- Requestor
- External/Internal Signer (Full Name)
- External/Internal Signer (Email)
- Document Title
- Counterparty
- Contract Value
- Effective Date
- Department/Project
- Review Notes
Each response would become a variable that could automatically populate throughout the envelope, including the envelope name, email subject, custom messages, recipient information, and document fields.
For example:
Hi [InternalSigner.FirstName],
Please countersign [DocumentTitle] with [Counterparty]. Contract value is [ContractValue].
Legal notes: [ReviewNotes]
The goal is simple: enter the transaction information once and allow the template to reuse it wherever needed, rather than manually updating the same information in multiple places.
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