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Have Docusign Web Forms questions? Find answers here!

  • 122 Topics
  • 426 Replies
122 Topics
C
Newcomer
Caroline.ANewcomer
asked in Web Forms
Webform - can I copy and paste a field

I have a complex webform with several fields, each with their own list of dropdown and rules. Is it possible to copy and paste a field in the webform so I dont have to re-type each dropdown item? This way , i would already have the dropdown and only need to edit the rule.  

142
M
Community Moderator
J
Newcomer
Jody Lewis-HamiltonNewcomer
asked in Web Forms
Linking checkboxes in webform to template

Hi, I have built a webform for an application process that we have.Some of the options are checkboxes and I have having difficultly linking the checkbox option in the webform so that it populates the relevant checkbox on the template.These are the checkboxes in the webform (top) and the fields in the template (bottom).I have tried all options and I cannot make this work - any suggestions on what I am doing wrong?

131
Vinicius.Rodrigues
Docusign Employee
B
Newcomer
BarbBNewcomer
asked in Web Forms
Docusign Link on Webforms is gone

When I use Webforms there use to be a link for docusign.  It is no longer there.  Why did it disappear? Is there a way to get it back?  

62
M
Community Moderator
C
Newcomer
CRStevensNewcomer
asked in Web Forms
Checkbox - webform rules

Hi - I’m wanting to migrate a template to a webform, however the template has a checkbox field that needs to be blank be default. I am getting an error when migrating the template that states ‘Checkbox Values can't be blank’. Is there a fix for this?Thanks 

283
M
Community Moderator
P
New Voice
Pamela BarbosaNew Voice
asked in Web Forms
Tracking the Status of Webforms by the Person Who Filled Out the Form

Is it possible for someone who filled out a webform to track the status of the envelope until its completion, without being the owner of the envelope/webform?Here, we use webforms so that salespeople can fill out a commercial proposal and send it to the client for signature only, but they are unable to track, after sending the form, whether it has been signed or not. Is it possible to configure the system to enable this tracking?

1648
P
Newcomer
S
Newcomer
steve.fitzgeraldNewcomer
asked in Web Forms
Which permissions are necessary to be able to add an attachment field to webforms?

I have a user with Share template permissions and sender permissions. They are able to create and edit a webform, but they aren’t able to add an attachment field. As an admin, I’m able to do it. What permissions are necessary for my user to be able to add an attachment field? 

226
M
Community Moderator
K
Newcomer
keenercNewcomer
asked in Web Forms
Web forms

I am trying to develop a web form that allows someone to choose to change or cancel and if cancel, then given the option to start something else.  For example, we have retirement contributions that we would like the employee to be able to cancel current contribution and start another type of contribution on the same form without having to complete the form twice.  

102
M
Community Moderator
H
Newcomer
HardwareParkNewcomer
asked in Web Forms
Template Fields Missing From Webform Mapping

I am creating a Webform from a very simple template. The template has fields as shown below. The user selects “Individual” or “Entity” in the Signing As dropdown, then the fields for the respective block are shown. When I create a Webform from this template, none of the template fields except Signing As show as mappable fields (see below) despite having Webform entry fields for all of the required data. How can I have Name, Company, and Title show as mappable fields in the Webform creation tool?I have tried removing the conditional logic from the template and recreating the Webform but get the same result.     

222
M
Community Moderator
Emad Radwan
Conversation Starter
Emad RadwanConversation Starter
asked in Web Forms
WebForms Salesforce Integration

Hello,Is the is a integration between salesforce and webform?

292
Emad Radwan
Conversation Starter
S
Newcomer
santiago.benjumeaNewcomer
asked in Web Forms
Is there a limit in the webform submissions?

Hi, I was wondering if there is a limit on how many submissions a Web form can have. Context: I am planning to send an embedded link of a web form, in a bulk communication using another tool.But I am wondering if the form can handle more than 13000 (13 k) submissions without crashing.

331
M
Community Moderator
S
Newcomer
StewarNewcomer
asked in Web Forms
Internal referral form

Has anyone created a form that staff on your team fill out (via dropdowns and free text), sign and send to a third party? What is the best approach to do this?  

312
M
Community Moderator
Emad Radwan
Conversation Starter
Emad RadwanConversation Starter
asked in Web Forms
Web form

Hello,I’m exploring feature in the web form and I’m trying to understand the use of Data Pre-fill. how can I leverage this feature?

272
Emad Radwan
Conversation Starter
K
Newcomer
KatieMcGNewcomer
asked in Web Forms
Blurry information

Hi, The PDF I uploaded to DocuSign was clear, however when I sent the test email to see how our customers would view it was blurry. The small writing on the document was unreadable. Hope you can help. Thank you. Katie 

654
N
Community Moderator
R
Newcomer
Rachael Leyba - Olmsted CountyNewcomer
asked in Web Forms
Change the "from" information on the Review and Continue message for web forms.

Question about the Review and Continue message with Web Forms.We would like to remove the form owner’s name from the content of this message.  Is there a way to do this?  The signed form is being cc: to a generic Olmsted County mailbox.  The owner understands that she must create a rule in her Outlook to file away the copy of the signed form that she automatically gets as the owner.  Since the link to the form is on our public website we do not want the public to bombard Jamie with phone calls.  Jamie is just administering the department’s DocuSign templates and forms.   

1032
C
Community Moderator
T
Newcomer
techofficeNewcomer
asked in Web Forms
Web Form - Form Fields

I am building a Webform and need one of the field items to appear on the document in multiple locations. I would the signee to only have to enter the data once. Can this be done ?

131
R
Community Moderator
W
Newcomer
Wendy GordonNewcomer
asked in Web Forms
link for sharing a docusign form with others

I want to embed a link to a docusign form within a text or email. Can someone explain to me how to create the link?

122
C
Community Moderator
D
Newcomer
Dave5008Newcomer
asked in Web Forms
Single webform but different document is chosen based on how a user responds to a dropdown item.

Hello, I have a web form that I have created to facilitate the filling out of a pdf form.  However I am wanting to add a drop down entry of two possible chooses.  The first choice option means that the user would continue filling out the current form.  The second option would divert the user to filling out a separate pdf form.  The questions that correspond to filling out the form are going to be the same.  The only difference is the second option will have one different signer of the form than the other option.  Do you think this functionality is possible?  Or would I need to create a separate webform and link the other pdf to that form?  Also what is Maestro?  Is that something that would allow more customization than what is offered in the main docusign website?Thanks,

252
M
Community Moderator
J
Newcomer
jgallionNewcomer
asked in Web Forms
Webform-Signature data

I have created a webform with multiple signatures.  The form is flowing through the system fine and signatories are able to sign, but the signatures are not showing up when I download the results.  Is it possible to get the signatures to show on the downloaded results so that I know the form was actually signed and by whom?

252
R
Community Moderator
A
Newcomer
Ann MarieNewcomer
asked in Web Forms
Webform: Can't get to Signing page

Hello, I created a webform for my company.  Yesterday it was used by an associate.  I was contacted because the webform would not advance to the signing page. I’m not finding anything explaining the issue I’m having.  Anyone have any thoughts?  What can cause this?  Are there any issues with webforms? Any info is appreciated.  

17611
C
Community Moderator
L
Newcomer
ljohnstonNewcomer
asked in Web Forms
How to set up webform so that same person signing twice?

I have a web form that will be generated by our company (signed as ‘prepared’), sent to a customer to sign, and then should go back to the person who prepared the form. Is there a way to do that within the webform without having the preparer have to enter their information twice?

304
N
Community Moderator
H
Newcomer
HaleyNewcomer
asked in Web Forms
Unable to see webform data

After I have activated my webform and have co-workers fill them out, I am not able to individually see the results. The only way I can see answers to my webform is through the downloaded sheets which does not allow for each reply to have its one PDF. Also, I do not get notifications on when my form has been answered. There is no data in my reports, inbox, or form that suggests I have responses. Where do I find the results and download each one separately?

532
A
Community Moderator
T
Newcomer
TonakaiNewcomer
asked in Web Forms
Can we share the template of Web Forms?

After I created the template of Web Forms, I noticed that there is no folder like Shared Folder for Web Forms. I would like to share the template with my coworker, so I am looking for the function of sharing it.

1826
C
Newcomer
A
Newcomer
alexkramer-bhNewcomer
asked in Web Forms
Web Form Submission to Power Automate

Is there a correct way to use the DocuSign Connector for Power Automate with Web Forms to be able to ingest the form fields after a Web Form has completed its submission? Is the only way to map all of the form fields to custom envelope fields and then trigger off the signature event of the associated envelope that is created after the Web Form is signed? Our goal is to ingest that data from the Web Form to create downstream actions like create a CRM record.

672
N
Community Moderator
S
Newcomer
SamFrickNewcomer
asked in Web Forms
Populating Real Estate Forms

I need to access my state real estate forms. It is not giving me an option to put my credentials in. I am requesting help on this issue and if anyone else has any pointer that would be great.  Thanks! 

264
N
Community Moderator
A
Newcomer
axelschenkelNewcomer
asked in Web Forms
Why I dont see the create Web Form option in the Advanced plan?

I want to create a web form.I tried following the steps in this article but I dont have the create Web Form option I have a paid Advanced plan.Why is this happening?

342
C
Community Moderator

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