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Advanced Web Form - Multiple Recipient/Collaborative Fields

  • May 20, 2026
  • 0 replies
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Hello, 

I am working on an Advanced Web Form that contains multiple recipients and needs Collaborative fields for two of the reviewers. The goal is to allow the Agent to begin the process and the Owner review and possibly update fields. All other recipients would simply be signing the form. I have a few issues. 

 

  1. When creating the webform from the template, an error is received that all recipients need a unique field. It does not register that some fields are collaborative. It does not account for Signature fields.
  2. Typically, with multiple recipients and collaborative fields, for PowerForms you set the fields to the last person in that signing order, so that if the fields are required, they are optional for all recipient prior to final signature. In this case, we’d want the Agent who is initiating the request to complete everything as optional, and then it be required for the owner. However, with AWF, all the fields have to be tied to the first recipient in the order.

Are there any suggestions to get this working the way business needs as a Webform experience?