Skip to main content
Question

How to set up webform so that same person signing twice?

  • December 6, 2024
  • 4 replies
  • 30 views

Forum|alt.badge.img+2

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?

4 replies

Hengfeng Ge
Rising Star
Forum|alt.badge.img+12
  • Rising Star
  • 514 replies
  • December 6, 2024

have you try by maestro Workflow in docusign?

https://www.docusign.com/blog/capabilities/maestro

FreeLink/甫连信息

🌍 DocuSign Partner | Partner Profile

🏆 DocuSign 2024 APAC Reseller Growth Partner of the Year

🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.

📊 DocuSign Community Leaderboard Top 5 contributor.

🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.


Forum|alt.badge.img+2
  • Author
  • Newcomer
  • 1 reply
  • December 12, 2024
Hengfeng Ge wrote:

have you try by maestro Workflow in docusign?

https://www.docusign.com/blog/capabilities/maestro

FreeLink/甫连信息

🌍 DocuSign Partner | Partner Profile

🏆 DocuSign 2024 APAC Reseller Growth Partner of the Year

🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.

📊 DocuSign Community Leaderboard Top 5 contributor.

🚀 Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.

No, I do not have Maestro with our company’s current contract.


Forum|alt.badge.img+15
  • Community Moderator
  • 2554 replies
  • December 27, 2024

Hello ​@ljohnston ,

Thank you for reaching out here in the Docusign Community.

Is it necessary to be a Web Form specifically? Docusign also offers a the PowerForm feature which is similar and that might accomplish what you need: PowerForms Overview

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!


Forum|alt.badge.img+15
  • Community Moderator
  • 2554 replies
  • January 13, 2025

Hello ​@ljohnston ,

Are you able to provide the information that I previously requested? If so, please do so in a reply to this question so that I am able to further assist you with your issue.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!