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Have Docusign Web Forms questions? Find answers here!

  • 83 Topics
  • 293 Replies
83 Topics
E
Newcomer
Elina TNewcomer
asked in Web Forms
Web Form, how to add a template field

Hello!We have built order forms based on different templates. If we change the original word/pdf-document for example want to add totally new question in it. Do we need to built web Form all over again?We can copy the template and replace the original document,  and the start the Create Order Form building from the start. This is how we do it now.Is it possible somehow to do this all in the Web Form-Edit Form and in the template actions there is in the web Form.  “Edit template fields” or in the “View template actions”.  To some point we have been able create ne field in the Web Form, but when trying to activate we get error API reference name.Thank you for your help if somebody understood my problem:)  

2
A
Community Moderator
3 minutes ago
P
Newcomer
Pallavi H PNewcomer
asked in Web Forms
how can i transfer the web form created by a users to another user

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

1
C
Community Moderator
6 hours ago
C
Docusign Employee
Community UserLegacy User
asked in Web Forms
When using Web Form, how customer can get copy of the final document?

Also is it possibly to edit the email view-title for one powerform/template so that in the last email after all participants have signed there would the final email that would read something like, “Your oder is now approved”“Thank you for your order!” or “Your order is now approved” 

4
H
Newcomer
18 hours ago
D
Newcomer
davidbNewcomer
asked in Web Forms
Create Consent Form

How do I use Docusign to send a consent form for participants in focus group to sign?  

2
C
Community Moderator
1 day ago
C
Newcomer
Cameron WilliamsNewcomer
asked in Web Forms
Webform Finish Later Button Email

I am looking for more documentation regarding the Finish Later Button experience. Is only one email sent out? Are there additional emails sent that contain the link? 

1
C
Community Moderator
1 day ago
C
Newcomer
christopher.pimentelNewcomer
asked in Web Forms
Form Not Submitted Error code

We have received this error code and are not able to send any envelopes at this time.  Any recommendations? 

2
A
Community Moderator
2 days ago
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.

4
mshealy
Troubleshooter
7 days ago
F
Observer
Fired Up Point of SaleObserver
asked in Web Forms
Webform - Form not submitted Something went wrong with your submission.

Hello, I continually get the following error when finalizing my webform Form not submittedSomething went wrong with your submission. Return to the form and try again. I pulled a report but I didn’t get any info. Thanks in advance.

1
C
Community Moderator
8 days ago
C
Newcomer
Chris RocheNewcomer
asked in Web Forms
How to create conditional logic or rules or sytax in a webform to generate or display a clause or new page

Hi, I am new to docusign templates and webforms.I have created a docusign loan application template and want to convert it to a webform so that I can obtain the following outcome ieA loan applicant applies online and is asked a series of questions to prequalifiy them or disqualifiy them from a loan. If they don’t qualify there is no point in continuing the loan applicaiton. How do I create using webforms a conditional If then statement or rule so that a clause or new document is generated and displayed to the user that says “ We are sorry but your loan application has not been approved”  in the event that the user selects either a radio button and selects Yes/No or a checkbox in one or more fields? Is there a way to stop the loan applicant from continuing to complete further questions in the webform loan application once the loan has been denied? (I realise that it is not logical for someone to do so, but not all humans are logical)

3
C
Community Moderator
12 days ago
M
Newcomer
MARayNewcomer
asked in Web Forms
report issue - character limit

Greetings! I am exporting form data for use in a spreadsheet. Unfortunately, some of the text responses are cut-off.  128 characters seems to be the limit.  Is there a character limit for exports? Is there a fix so I can get complete data? Steps: Reports tab > Documetn Data > Webforms >Selecting the form I want to view and then filtering for date range and run report Reports is visible on screenSelect Download a report

2
A
Community Moderator
14 days ago
M
Newcomer
Mgupta6Newcomer
asked in Web Forms
Webform - Unable to load Captcha

While signing a We form in Dev environment, testers are presented with this error “Unable to load CAPTCHA verification. Please refresh this page”. Can anyone please suggest, how this can be corrected. Thanks  

5
N
Community Moderator
15 days ago
Emad Radwan
New Voice
Emad RadwanNew Voice
asked in Web Forms
Web Forms

Recently started using Web Forms and after created the fields and went to view template connections I didn’t see the mapped fields. how can I fix that and what caused this issue? 

5
Emad Radwan
New Voice
15 days ago
P
Docusign Employee
Phill.McDanielsDocusign Employee
asked in Web Forms
Web Form Names in Agreements

When web forms are saved in Agreements, they use the name of the web form completed. Is there a way to customize this for each unique entry? 

2
N
Community Moderator
21 days ago
R
Newcomer
RshobakNewcomer
asked in Web Forms
Webforms and Uploads

I have created a webform for a requestor to input some vendor information for approval; however, the requestor must attach a document to the beginning form for the next recipients to use for the next steps of approval. However, I am unable to put in an upload field into the Webform. How can I create a fix for the issue? To Review: Webform Requestor would input their information→ Same requestor will upload attachment→ Routed to recipient 2→ Routed to recipient 3. 

2
R
Newcomer
23 days ago
P
Newcomer
priscillacoutoNewcomer
asked in Web Forms
Changing validation of text fields, losing the connection with webform fields

Hello, I created an extensive Webform for my internal team, but some of the text fields need to be changed to validate as Number and Date. When I tried to update them, I lost the connection to the webform fields and couldn't search them. Is there a way to fix this, or do I need to recreate everything? Thank you!Priscilla

2
A
Community Moderator
26 days ago
L
Newcomer
ljohnstonNewcomer
asked in Web Forms
How to set-up DocuSign retrieve to function with eSignature Webforms?

I don’t seem to be able to set up a DocuSign Retrieve search to be able to pull Webforms. Am I missing something?

2
C
Community Moderator
27 days ago
D
New Voice
Dawn SarvakNew Voice
asked in Web Forms
Making Recipient of Webform pre-populate on actual forms / Duplicate field errors

We have an intake packet and there are a few separate forms that ask for things like Name, DOB, Person Filling Out Form, etc. I’m struggling with the fact that one must have a recipient in order to create a WebForm from a PowerForm. The Legal Guardian will be the one filling out this data for their child, so the top of the form automatically creates a place for them to enter their name and email address (red) as that the main recipient for this intake packet. However, on the form itself, it also asks for the Legal Guardian name, because for legal reasons, we need the form to outline who is filling out this data (blue). It’s giving me an error because it’s named the same thing. Do I delete the blue from the WebForm? And if I do, what about all those locations on the forms in which we need the Legal Guardian name on the form itself? Will the name still appear on that form once it’s been completed?   

4
N
Community Moderator
27 days ago
J
Newcomer
Jason JNewcomer
asked in Web Forms
Where are the signed documents stored on the website

HELP!!! I am trying to locate a VERY important document that I signed from my landlord on your site. I don't know where to look on Docusign. It's a copy of my lease agreement. Can you please tell me where it is stored? I've looked EVERYWHERE and spent hours on your site trying to find it. I'd really appreciate it if you can help me. Thanks !     

2
N
Community Moderator
30 days ago
T
Newcomer
TeamWork WANewcomer
asked in Web Forms
How do I distribute created Webforms?

I have created 2 webforms in docusign.  How do I send these out for people to fill?  Can they be sent as part of an envelope or template?Thanks

2
N
Community Moderator
1 month ago
C
Newcomer
cnewsonNewcomer
asked in Web Forms
web form phone number field

How do you create a cell phone field on the web forms

4
A
Community Moderator
1 month ago
J
Newcomer
JoihnNewcomer
asked in Web Forms
Permanent URL for webform

Hi I am new to DocuSign, learning about webform. We would like to have QR code pointing to wherefrom URL. The issue we anticipate is that every time we update the webform which is highly likely to happen, it will generate a new URL. This will become overhead to manage QR code which may have been distributed by the business as hard copy posters etc. Is there a way to force updated webform to point to the same existing URL?

2
A
Community Moderator
1 month ago
L
Newcomer
Lynsey.FolkmanNewcomer
asked in Web Forms
Web Form Carbon Copy?

Is it possible to have those other than the signer and sender of a web form receive a carbon copy of the completed form?I have a routing group in the template used to create the web form and that is supposed to receive a carbon copy of the document after completed. However, for some reason the completed document is only coming to me as the sender and to the signer.I see the option to have “Additional Recipients” as part of the Web Form, but it looks like this is really additional signers. I’m not seeing a way to add copy-only recipients here. Am I missing something?

6
A
Community Moderator
1 month ago
B
Newcomer
blusamisNewcomer
asked in Web Forms
Webform - return to originator to edit for resubmission

Is it possible to set a Webform (or Powerform) to return a form the originator to edit/update if rejected at any point during the sign-off process? The updated form would then bere-subitted for approval.

2
A
Community Moderator
1 month ago
P
Newcomer
prest19Newcomer
asked in Web Forms
Web Forms

I just created my first web form and I wanted to know if the signer has the ability to sign right on the form without opening up DocuSign. Thanks! 

10
C
Community Moderator
1 month ago
S
Newcomer
smbbNewcomer
asked in Web Forms
Can Web Forms be used to have new hires fill out Form W-4?

We currently only use Powerforms for new hires to fill out a new hire packet, including the W-4. We then manually transcribe all of the information into our payroll platform.We would like to be able to export the data from the new hire packet to streamline this process. Does Web Forms allow for the Form W-4 to be signed, that we could download the employee data AND save a PDF of the document for our records?  Thanks,Susie    

2
C
Community Moderator
1 month ago

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