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Question

Can we share the template of Web Forms?

  • 4 September 2024
  • 4 replies
  • 22 views

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.

Hello @Tonakai,

Thank you for reaching out here. We want to welcome you to the Docusign Community. I appreciate you bringing your question to this Community, and we are committed to providing you with the best service possible.

I apologize for any inconvenience this might cause you. If you need to Share a Template With a User or Group, there are two ways you can share your templates:

  • Share a template directly with select users and groups.
  • Share a template by adding it to a shared template folder.

You can follow the link above for more information, or did you mean to share the Web Form?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the 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.

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hello, Christopher,

Thank you for your reply.

I meant to share the Web Form.

Is there any way to share the Web Form?

Hello @Tonakai,

If you are referring to have the ability to edit the Web Form like the owner, unfortunately, that option is not currently available. However,  any feedback that can improve our users’ experience is always welcome. 

We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

If another user of your account wants to see the Web Form it will need to be an account Admin with Webform rights.

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

We need this.

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