Web Forms

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.”

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. 

Hello,I have been trying to better understand using a Web form. The scenario has 3 roles: Salesperson, Customer, and Approver.Use case current state: Salesperson receives envelope and signs Customer receives envelope and signs Approver receives envelope, reviews and approves or denies. Pretty straight forward. We want to add an extra piece to the workflow that only impacts the customer.After they sign, we want the customer to be redirected to a partner website where they can enter their consent preferences.The web forms “Thank you page” has functionality to add a button with a configured URL*, which I what I have working. However, what I’m finding is the Salesperson will also be redirected to that partner site, which we don’t want or need. Is there a way to design a workflow that omits Roles 1 and 3?Also, we have been moving to use composite templates that our API will build the envelope based on what the sales order needs for documentation. Is it possible to have a webform (template)

I created multiple web forms. I want to embed them on my wordpress site as described here https://support.docusign.com/s/document-item?language=en_US&bundleId=gmi1660583110357&topicId=toa1706208825804.html&_LANG=enus I have not found any information, videos, or steps on how to do this. Can someone steps or information.  Thanks

When I send the webform link to myself, I complete the webform and DocuSign takes me to the template email to sign.I have turned off Initiate signing session from email. DocuSign still takes me to the email.Any help would be appreciated.Regards Carol-Lynn 

I want to create a web form, which requires signature at the end. The form will be a consent form, so the user will read the form, then input their name, date, and then I want an esign capability at the end. I do not have one specific user in mind for this, it is a file the company wants on hand as and when it will need using in a simple way. Is this possible? I have tried to create the webform but I have no option to add esign. I feel I am going round in circles creating templates and uploading but then there is always something missing -help !

Is there a way to copy in a calendar form that can be filled out and signed off on (similar to a timesheet?). Thank you!

Hi guys,I am not able to see web forms in 30 days free trial pack of docusign.Is this feature only available in the paid version of docusign?Thanks

Hello, I have a Business Pro subscription and for some reason i cant add attachment field when creating a webform. Can someone help with this issue?

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.

Hi, I wanted to create a Webform for a Supplier Onboarding Form. I wanted to create a template with both form (A and B) and within the webform, let the respondent select which form they will be filling up. I used a radio button at the start to let the respondent select and it should bring them to the appropriate page with the relevant questions for the chosen form. I tried to do a test run first and realized that once I filled up the form and send it off for signature, it shows both the pdf forms as one pdf. I was wondering if it is possible to set it so if the respondent selects form A then at the sign off it only shows form A with the filled up answer and vice versa instead of showing both form A and B but only form A being filled up. Or would I have to actually create 2 separate templates and webform for each form.

Wanted to ask for Webforms, how do we set up an approval workflow with conditional logic such that if the requestor chooses option A within the form, it will send out using the approver list A, if they choose option B, it will send out using the approver list B etc. Currently I am trying to create a webform that will send out to multiple people for approval. The person approving will depend on the requestor’s department. So, I was thinking if it was possible to have a question within the form to ask e.g. what department they are from and depending on the answer, it will have the preset approver to send out to. Hopefully this question is clear thank you!

Is there a list of all the features that are included with an Advanced Web Forms plan?

I am trying to put together a form that will calculate the number of hours worked in a day based on; Start time, start of lunch break, end of lunch break, start of dinner break, end of dinner break, and end of workday. I see formulas to add/subtract from dates, but not time/hours. Is there a workaround for this or have I hit a dead end?  

Is it possible to have more than one person sign a form similar to how Power Forms work? I’m attempting to create an intake packet for incoming patients (pediatric mental health), and we currently use Power Forms, but those aren’t so compatible with cell phones. In trying to get Web Forms to work, we have several “Release of Information” forms that need to be signed, however each form is going to have different items to share with different “Release Recipients” depending on the entity of that recipient, and the guardian doesn’t know what needs to be shared. For example, if we are performing services for a child, then we need to share only bare minimum with the school if they are on an IEP (assessment and discharge). But if we are to share with their pediatrician, then we would share much more  (assessment, progress notes, medication, crisis support, discharge, etc.).  Our staff has specialized training in knowing what needs to be shared with each entity in order to check-mark the appro

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

Hello,I created a standard and tried to create in Webform the recipient list moved over but non of the fields moved over, is there a way to fix this, or do I need to recreate everything? 

Hi! I just published a new YouTube video on setting up Web Forms in Docusign and how they differ from PowerForms.You will learn how to create mobile-responsive forms, streamline document requests, and pre-fill data for faster sign-offs, making your workflow more efficient. You can find it here: PS: join me every Wednesday at 9AM PST during a free Q&A session. Click here to register! Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

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)

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:)  

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”