Web Forms

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? 

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

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

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?   

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 !     

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

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

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?

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?

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! 

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    

The WebForm interface is far superior to having a signer navigate a tiny PDF on their phone.  So why hasn’t Docusign enabled a WebForm to be the primary content of an envelope, pre-filled with content by the sender, like we can today with a regular PDF or Word template?

While using web forms the user gets a summary of his data. In our case is the header and the button text of the summary in german.How can I change the texts on the summary page to English?

Hi,I have just upgrade dmy plan to be able to use webforms, i have created a webform from a template, howevr on my test run after filling in the details on the webform, it has not then populated that data into the template when it goes for signature, i hope that makes sense?!

Join Docusign expert Sofian Saoudi this Wednesday, July 24th at 9 AM PT/12 PM ET to ask your questions about PowerForms and WebForms. You can RSVP for this event here. Reply to this post with any questions you’d like Sofian to address! We’ll share the session recording  after the event. You can find the recording of July 17’s Ask the Expert: Building Templates here. 

I have a web form with all of the template fields on it.when i edit the template settings and try to add a merge field into the subject the only fields that show are the people and emails of those that have to sign, no other fields.What i want is the faculty members name to appear in the subject so that all approvers will see who it is for.I have tried manually adding it with [[Faculty_Name]] but that isn’t working.Please help,Thanks

We are trying to utilize webforms in our office where reasonable.  One issue we keep coming up against is an individual contributor creates the template and then the form.  However, we want the form/envelope to route from our company account, instead of the individual.Our past practice for templates and powerforms was the change of ownership was the last step before we went live.  However, the webform edit page does not all change owner.  The last instruction I saw was that it could only be moved to an administrator.  That is not feasible in our environment.  Any ideas?

Or is there a way of retrieving an uncompleted document that I was working on? Every time my internet falls away I have to start again - I haven't managed to complete a document yet!

When I am creating a WebForm packet for our incoming patients, we have to have a witness signature from our staff. We do mental health services for several schools in our area, and each school has a Team Lead that manages those witness signatures (ie, they are the ones that will sign the forms). I understand that I have to pre-setup a packet for each Team Lead so that the WebForm link comes to them for that signature, however what can I do if that Lead is out and unable to sign that packet? (Maybe they are out sick, go on vacation, out on leave, etc). Is there a way to divert that packet so that the incoming family doesn’t have to refill out paperwork they’ve already started?  

Can I put a hyperlink for a website in my webform?

Hi,We use DocuSign exclusively for PowerForms...stand alone forms ready for people to complete as needed. We waste envelopes like crazy this way, so the Web Form is a nice alternative. However, when someone completes a form using our PowerForm link, when they are done they get the option to download a local copy for themselves. They also get an email confirming the form was complete. With the Webform, it seems to just go back to the webform after signing without asking if they want to download a copy. Also, a confirmation email is not being sent. Is that functionality available? Seems like it would be crazy not to have that basic function where a person could download their completed form or get an alert that it was completed???

I just found a charge on my credit card for a subscription to Docusign. The two accounts I have access to with the emails I currently have were both free accounts. I am not sure if this account was through one of my old jobs but if that is the case how can I cancel it if I no longer have access to the email account it is linked to.

Newbie here.  I am attempting to create a new Web Form using an existing template.  I received an 2 errors for the same thing indicating that my Recipient “Role Name” (Checkbox Value) needs to be updated.  Why is “Role Name” a checkbox?  And how do I edit the Checkbox Value?  Document Name Page Number Recipient Role Name Field Type Data Label Group Label Error     Request for Records.pdf 1 Signer checkbox Checkbox Payment Records 0212beb4-a8d1-4bdc-9f38-571c8b39bac1 Checkbox Group cadfc574-e0a5-4efc-86bc-06c27432e739 Checkbox Values can't be blank Request for Records.pdf 1 Signer checkbox Checkbox Medical Records a9e843b4-7f7b-43fc-8aaa-2d8cfcd914ba Checkbox Group 07291383-d22e-4807-80ed-a70e8d3ce5d6 Checkbox Values can't be blank

We want to use DocuSign to help automate request forms that need signatures. We have just started using Web Forms for known signatures. We have different departments with several supervisors and depending on who in the company is filling out the form, different signatures will be required. Is there a way to host a form with a URL that has a generic supervisor signature block, then require whoever is filling out the form to input their supervisors name and email, then have DocuSign add that supervisor as a needs to sign recipient?

We have many events throughout the year but our participation agreement is basically the same other than some changes to title and date.The Web Form that connects to these templates is great for the end user but requires a lot of set up time. Because the Web Form is about 90% identical for each, is there a way to copy an existing Web Form and connect the form and its fields to a new template?I feel like I’m missing something really simple on the DocuSign site to accomplish this task, but I just don’ see it.I see that you can download a json configuration file. If you reupload it, it creates an exact duplicate connections and all. Would it work to download this configuration file, edit it and then reupload to accomplish this goal? If so which areas would I need to change and how would I get those that data?