+1Hi All,
I am looking to administer a Web Form I recently created to some co-workers. With that being said, if I am out of the office, can I designate someone else to administer it for me? If so, what does that process look like? Any help or advice is greatly appreciated. Thanks!
Sincerely,
Jody
Best answer by Christopher.Alpizar
Hello
Thank you for reaching out here in the DocuSign Community.
I apologize for the inconvenience that this might cause you, I know the importance of having the information needed on a web form to be shared as needed with your coworker's; I understand that you want to know how to administer a Web Form that you recently created to some co-workers.
We apologize currently, there is no option to transfer the ownership of the Web Form. However, administrators should have access to all web forms on their accounts.
The user who authorizes the account and activates the web form doesn't have to be the original creator or owner of the web form; however, the new sender must be an eSignature administrator. To change the current sender, the eSignature administrator goes through the activation process, authorizes the account, and activates the form on behalf of the form creator or owner. An administrator has access to all web forms on the account, but only the owner can download the data. It is not possible to update the privacy policy link in a web form at this time.
Limitations and Considerations for Web Forms
However, any feedback that can improve our users’ experience is always more than welcome.
If you’re a DocuSign Administrator for a corporate plan, you have the additional option of filing your request directly when you’re logged into your account. You’ll be able to click the “Give Feedback” button at the bottom of the screen to submit your idea.
Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some 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 with this.
Best regards,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
+14Hello
Thank you for reaching out here in the DocuSign Community.
I apologize for the inconvenience that this might cause you, I know the importance of having the information needed on a web form to be shared as needed with your coworker's; I understand that you want to know how to administer a Web Form that you recently created to some co-workers.
We apologize currently, there is no option to transfer the ownership of the Web Form. However, administrators should have access to all web forms on their accounts.
The user who authorizes the account and activates the web form doesn't have to be the original creator or owner of the web form; however, the new sender must be an eSignature administrator. To change the current sender, the eSignature administrator goes through the activation process, authorizes the account, and activates the form on behalf of the form creator or owner. An administrator has access to all web forms on the account, but only the owner can download the data. It is not possible to update the privacy policy link in a web form at this time.
Limitations and Considerations for Web Forms
However, any feedback that can improve our users’ experience is always more than welcome.
If you’re a DocuSign Administrator for a corporate plan, you have the additional option of filing your request directly when you’re logged into your account. You’ll be able to click the “Give Feedback” button at the bottom of the screen to submit your idea.
Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some 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 with this.
Best regards,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
+14Hi
I hope you are doing well.
I would like to confirm if the information that was provided was useful.
If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Christopher | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
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