Web Forms

Hello, I am working on a Docusign Webform connected to a template and I’ve run into an issue with field mapping. Specifically my Webform includes a “Phone Number Field” which is required under recipient connections (this is the phone number field type in webforms), but when I try to map it to a field on my template, it does not link. I believe this is because the phone number type field on the webform does not connect to a text field on a template. When I looked the template does not have a phone number validation field.  I have confirmed:the recipient roles match between the webform and template Other text and email fields map correctly between the webform and template The issue only occurs with the webforms “phone” type field. Could you confirm if the webforms “phone” fields are supported for mapping to template fields? If not, what is the recommended approach to solve this? If I replace the webform phon

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? 

I’ve created a web form for use by people without licenses within our company. The web form is also easier for individuals who might not be able to fill a form out directly so a web form guides them through the process. This issue is my name being used to send every form throughout the company. The other issue is that I am notified every time a form is used, viewed and signed throughout its life. Should I create a service account within DS that I would use to create and authorize these web forms with?The idea of creating web forms for only use by myself seems odd. If I can share a form with individuals, why can I not share a webform for the same use?

Hi, I went to update my webform signature sections under recipient connections within the webform outline in my demo account. When I went into this page, it now states that each signing role requires a phone number to be collected on before I can save (under the signature section of the webform - see screenshot below). Before we only needed a name and email address linked from the webform for signers, but now it is requiring a phone number to be linked as well. Could this be because of we require ID.me for signers? Why is this required?   

Hello,When a web form has the "Initiate Signing Session from email" selected, the “Thank you page” is never displayed at the end of the session, only the generic Docusign page (https://apps-d.docusign.com/post-sign/finish-signing).Any idea?Thanks

I have a Web Form built with an eSignature Template that has two signers. All of the fields are assigned to the first signer except for two… the name and email address of the second signer. As a web form, however, the first signer enters all the information for all the fields, including the name and email address of the second signer. After finishing, when they see the final document to review and sign, all the data is visible except for the name and email address of the second signer, which appear blank to the first signer.If the first signer goes on to sign the document, it is emailed to the second signer, who can now see the second signer name and email in place, so the data definitely made it from the web form to the eSignature template.Unfortunately, this is confusing our first signers, and they are calling us wondering why it’s broken. So my question is, is there any way that the first signer can see the second-signer name and email fields wh

I was told that Attachments on web forms would be available in July.  Could you give me an ETA?

I have just created a webform, how can I download this webform I have just created into a word or PDF format before people complete it. And how can i download it as a pdf form after people complete the webform 

Hi TeamI had a checkbox on my template which was visible until yesterday and suddenly it is not showing up on the template today. Nothing has been changed. Please advise.

We would like to create a template form to incorporate a customer qualification process and use DocuSign for signing off on each stage of the process. How we can structure the signing off process through DocuSign, and specifically how can we enable parties to sign off on their respective parts of the workflow?

Hello, Right now we have a process where documents may need to be signed by anywhere from 4-18 individuals. We leverage a webform with dynamic fields to accomplish this. However, the individual who is initiating the form and passing it onto the remaining signers has no way of easily knowing where the document is in the process. These individuals would like to be able to check and follow up with where it is in the process, who needs to sign, and when, etc. There is no visibility into the process. Any recommendations on how we can create more visibility in the signing process? Ally

i have looked at text and date fields but don’t see how to assign current date to a web form field.

Hello,I am currently using an Enterprise Pro account and am experiencing an issue while creating a web form. Specifically, I am trying to import a template that includes two attachment fields. Unfortunately, none of the attachments are being imported into the web form. Additionally, when I attempt to add the attachment fields manually, the option to add attachments does not appear.Could you please assist me in resolving this issue? 

Hi there,My PDF template includes radio buttons for a "Title" field (e.g., Mr., Mrs., Miss, etc.). I'm wondering if it's possible to use a Select Box for this field in the Web Form instead.Thank you!

Hi, I have built a webform for an application process that we have.Some of the options are checkboxes and I have having difficultly linking the checkbox option in the webform so that it populates the relevant checkbox on the template.These are the checkboxes in the webform (top) and the fields in the template (bottom).I have tried all options and I cannot make this work - any suggestions on what I am doing wrong?

I have a complex webform with several fields, each with their own list of dropdown and rules. Is it possible to copy and paste a field in the webform so I dont have to re-type each dropdown item? This way , i would already have the dropdown and only need to edit the rule.  

When I use Webforms there use to be a link for docusign.  It is no longer there.  Why did it disappear? Is there a way to get it back?  

Hi - I’m wanting to migrate a template to a webform, however the template has a checkbox field that needs to be blank be default. I am getting an error when migrating the template that states ‘Checkbox Values can't be blank’. Is there a fix for this?Thanks 

Is it possible for someone who filled out a webform to track the status of the envelope until its completion, without being the owner of the envelope/webform?Here, we use webforms so that salespeople can fill out a commercial proposal and send it to the client for signature only, but they are unable to track, after sending the form, whether it has been signed or not. Is it possible to configure the system to enable this tracking?

I have a user with Share template permissions and sender permissions. They are able to create and edit a webform, but they aren’t able to add an attachment field. As an admin, I’m able to do it. What permissions are necessary for my user to be able to add an attachment field? 

I am trying to develop a web form that allows someone to choose to change or cancel and if cancel, then given the option to start something else.  For example, we have retirement contributions that we would like the employee to be able to cancel current contribution and start another type of contribution on the same form without having to complete the form twice.  

I am creating a Webform from a very simple template. The template has fields as shown below. The user selects “Individual” or “Entity” in the Signing As dropdown, then the fields for the respective block are shown. When I create a Webform from this template, none of the template fields except Signing As show as mappable fields (see below) despite having Webform entry fields for all of the required data. How can I have Name, Company, and Title show as mappable fields in the Webform creation tool?I have tried removing the conditional logic from the template and recreating the Webform but get the same result.     

Hello,Is the is a integration between salesforce and webform?

Hi, I was wondering if there is a limit on how many submissions a Web form can have. Context: I am planning to send an embedded link of a web form, in a bulk communication using another tool.But I am wondering if the form can handle more than 13000 (13 k) submissions without crashing.

Has anyone created a form that staff on your team fill out (via dropdowns and free text), sign and send to a third party? What is the best approach to do this?