Web Forms

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?  

Hello,I’m exploring feature in the web form and I’m trying to understand the use of Data Pre-fill. how can I leverage this feature?

Hi, The PDF I uploaded to DocuSign was clear, however when I sent the test email to see how our customers would view it was blurry. The small writing on the document was unreadable. Hope you can help. Thank you. Katie 

Question about the Review and Continue message with Web Forms.We would like to remove the form owner’s name from the content of this message.  Is there a way to do this?  The signed form is being cc: to a generic Olmsted County mailbox.  The owner understands that she must create a rule in her Outlook to file away the copy of the signed form that she automatically gets as the owner.  Since the link to the form is on our public website we do not want the public to bombard Jamie with phone calls.  Jamie is just administering the department’s DocuSign templates and forms.   

I am building a Webform and need one of the field items to appear on the document in multiple locations. I would the signee to only have to enter the data once. Can this be done ?

I want to embed a link to a docusign form within a text or email. Can someone explain to me how to create the link?

Hello, I have a web form that I have created to facilitate the filling out of a pdf form.  However I am wanting to add a drop down entry of two possible chooses.  The first choice option means that the user would continue filling out the current form.  The second option would divert the user to filling out a separate pdf form.  The questions that correspond to filling out the form are going to be the same.  The only difference is the second option will have one different signer of the form than the other option.  Do you think this functionality is possible?  Or would I need to create a separate webform and link the other pdf to that form?  Also what is Workflow Builder (formerly Maestro)?  Is that something that would allow more customization than what is offered in the main docusign website?Thanks,

I have created a webform with multiple signatures.  The form is flowing through the system fine and signatories are able to sign, but the signatures are not showing up when I download the results.  Is it possible to get the signatures to show on the downloaded results so that I know the form was actually signed and by whom?

Hello, I created a webform for my company.  Yesterday it was used by an associate.  I was contacted because the webform would not advance to the signing page. I’m not finding anything explaining the issue I’m having.  Anyone have any thoughts?  What can cause this?  Are there any issues with webforms? Any info is appreciated.  

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?

After I have activated my webform and have co-workers fill them out, I am not able to individually see the results. The only way I can see answers to my webform is through the downloaded sheets which does not allow for each reply to have its one PDF. Also, I do not get notifications on when my form has been answered. There is no data in my reports, inbox, or form that suggests I have responses. Where do I find the results and download each one separately?

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.

Is there a correct way to use the DocuSign Connector for Power Automate with Web Forms to be able to ingest the form fields after a Web Form has completed its submission? Is the only way to map all of the form fields to custom envelope fields and then trigger off the signature event of the associated envelope that is created after the Web Form is signed? Our goal is to ingest that data from the Web Form to create downstream actions like create a CRM record.

I need to access my state real estate forms. It is not giving me an option to put my credentials in. I am requesting help on this issue and if anyone else has any pointer that would be great.  Thanks! 

I want to create a web form.I tried following the steps in this article but I dont have the create Web Form option I have a paid Advanced plan.Why is this happening?

I have created my first webform.  I am wondering why when the esignature document is populated for signature, why the recipient is able to modify the mapped responses.

I want to create a Web Form that redirects after completing the form to a custom URL with a query string. So, I’d like to redirect to something like: https://example.com?id={a-unique-id-from-docusign}. I’m not a developer, and I don’t have access to the API. I also am not interested in embedding web forms on my site. I’m happy to redirect to DocuSign and then redirect back with the id. Is it possible to do what I’m asking through the customer web portal? The only similar answers I see are almost all under the developer tag and provide answers that require directly interacting with the DocuSign API.

I’ve created webforms for those affected by hurricane devastation. I need to be able to see once they have had their home gutted, mold remediation, electrical work completed, etc…. I can’t figure out if they can change their answers in the webform once they’ve had certain work completed? Maybe it’s a setting that I’m not seeing?I also need people to be able to upload their personal information like the deed to their home. I was going to integrate it with Google Drive but is there a way for the API to create a private folder for each family? Any help or suggestions would be greatly appreciated! Thanks

How many days can we still access our account to download all documents after our contract ends? I got informed by one of a DocuSign Call Center staffs that we can access for 90 days maximum, another person said it is no limited time as we paid for our documents. Which one is correct?

Hi, I’m trying to follow the directions below to download data from a webform, but I do not get the Download Result option when I click the menu. Any suggestions? “You can download a CSV file containing all the data collected from recipients who completed a web form. You can use the CSV to analyze your data. You can also integrate the CSV with other external systems.Open the web form and at the ellipse (three dots) menu, select Download Result. The Downloading web form results message displays while processing the download.”