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how can i transfer the web form created by a user to another user

Hello @Pallavi H P,

Thank you for reaching out to the Docusign Community.

I apologize for any inconvenience this might cause you. To transfer a web form configuration file, follow these steps:

  1. Open the desired web form.
  2. Click on the ellipse ( ... ) menu and select "Download Configuration" to download the JSON configuration file.
  3. Upload the downloaded configuration file to create a new web form.

More information at Transfer a Web Forms Configuration File.

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.


Hi @Pallavi H P,

I hope you are doing well.

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information 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, 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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