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Web Forms

Have Docusign Web Forms questions? Find answers here!

  • 135 Topics
  • 476 Replies
135 Topics
C
Docusign Employee
Community UserLegacy User
asked in Web Forms
What security measures are in place to protect the data collected through Docusign Advanced Web Forms?

I want to understand the security standards and encryption methods used by Docusign Advanced Web Forms to ensure the safe handling and storage of sensitive information.

1711
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Web Forms
How do Docusign Advanced Web Forms enhance collaboration between stakeholders?

I'm curious about the collaborative features of Docusign Advanced Web Forms and how they enable multiple stakeholders to work together efficiently during the data collection process.

971
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Web Forms
Can I integrate Docusign Advanced Web Forms with my existing systems?

I'd like to know if Docusign Advanced Web Forms can be integrated with popular CRM, ERP, and other business systems, such as Salesforce, Oracle, and Workday, to support our current workflows.

731
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Web Forms
How do Docusign Advanced Web Forms improve data collection?

I'm interested in learning more about Docusign Advanced Web Forms and understanding how they can streamline data collection, reduce errors, and ensure secure data management.

701
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Web Forms
What are Advanced Web Forms?

How do Docusign's Advanced Web Forms enable businesses to create and manage online forms more efficiently?

11001
C
Docusign Employee
mshealy
Digital Collaborator
mshealyDigital Collaborator
asked in Web Forms
web form field change to custom

This is the field that i had on the webform originally below but i want to change it to a custom field.this is on the web form I want to change it to this field but nothing is working.this is on the web form template 

1636
mshealy
Digital Collaborator
K
Newcomer
kreedpauley75Newcomer
asked in Web Forms
Web Form Not Advancing to Signing Screen

We have a simple Web Form setup that is not advancing past the form edit/review page to the actual DocuSign signing screen. As the creator I can paste the link into a browser and flow through the process correctly, but when I share the link to others they can only start the form, enter their information in the form fields, then review what has been entered. Once they click that final “next” to go to the full document to sign it, the form freezes and goes no further. We have tried on multiple machines and used multiple browsers.

4409
C
Community Moderator
mshealy
Digital Collaborator
mshealyDigital Collaborator
asked in Web Forms
web form

I went to activate my web form and received an error that the checkbox data label must be unique.  I went into the web form template and tried to change it and it is greyed out.  tells me i can’t change it. 

2348
mshealy
Digital Collaborator
Christina Griffith
New Voice
Christina GriffithNew Voice
asked in Web Forms
One WebForm, Multiple URL's

Hello!I am working alongside a business unit that would like to start tracking where their WebForm Envelopes are originating. For example, we have WebForm 123 the URL link is then shared on a Website, used in a marketing campaign, or embedded in an internal application. When my unit receives the envelope, they aren’t sure which source that envelope originated.I’m attempting to find the best solution here that doesn’t have my team managing 5+ versions of the same WebForm, so I’m hoping someone else in the Community has encountered the same hurdle. 😀To note, we are attempting to use the prefill function but can only get it to work if the field is editable which puts our responses at risk of being incorrect. And of course, using an API for this is not supported internally at the moment.I’m open to any insight, suggestions or condolences! Thank you!

877
Christina Griffith
New Voice
mshealy
Digital Collaborator
mshealyDigital Collaborator
asked in Web Forms
Web forms

Is there a way to share a web form like we do with templates so that they will not have to be downloaded and uploaded and reactivated again?

733
Alexandre.Augusto
Docusign Employee
B
Newcomer
brnbrnNewcomer
asked in Web Forms
Forms not available

Hi, I recently upgraded to a business pro account but I do not have access to the “forms” tab for power forms and web forms. Are webforms only available for Enhanced plans?

4409
C
Community Moderator
Pavol Katrencik
Newcomer
Pavol KatrencikNewcomer
asked in Web Forms
Is possible to hide persons who receives the copy of signed document from Power forms

Hi DocuSign community, I created DocuSign Powerforms, for new employees who wants company benefit - sport card - so they need to aggree that from salary there is a small compensation from employee side as well. Process is following - Employee go to URL form from intranet, he/she specifies in form his/her name and email address, and then document will come to his/her email  with request for signing - where he will fill  data and sign via Docusign - clicking on the link in received email.   The thing is that I would like to hide from the form the persons who receives cc after this document is signed (colleagues in salary department - they only needs to got information, that there is new request)because now, newcomers can change email addresses of role Mzdové 1 and Mzdové 2 - what I do not want   Do you have any experience or tips how to do it?   

2913
Pavol Katrencik
Newcomer
L
Newcomer
LorieHayesNewcomer
asked in Web Forms
Web Form

Hello, I’m new to using DocuSign. I want to make our organization’s release form available for multiple people to fill in relevant fields and to sign the release agreement. What is the best way to do this? I was thinking maybe Web Forms, but the tab is not available at the top of my browser like it is in the videos I have seen.

887
C
Community Moderator
F
Newcomer
Flipper_08Newcomer
asked in Web Forms
Add individual Redirect urls for each webform

Hi, new here and honestly just trying out DocuSign. Need to see if it would work for our global contract-signing process. Scenario:We have multiple contract templates (currencies, contract term, regional differences).I want to have a webform (and link) for each contract.In our subscription management system, we have the corresponding payment plans to each contract template. I want a signer of a certain webform (aka contract) to be redirected to the corresponding payment link.So essentially, we would have like 20 contracts (and their 20 webforms) which would send the signer to teh correct payment link after signature. is that possible? Thanks so much and brgdsPhilipp 

1782
C
Community Moderator
D
New Voice
David.CarasitiNew Voice
asked in Web Forms
Set Signing Group Based on Web Form Input or ECF

Hello,I’m looking for some conditional logic for signature routing. We have mulitple offices, if a contract comes out of one office, it should then go to that office’s signing group to sign. I’m using a web form to create our contracts, and I’m looking for a way for the user to select the office and that then change the signing group that would be assigned as the countersigner. Is this possible?

916
N
Community Moderator
R
Newcomer
ritikaNewcomer
posted in Web Forms
Initially when i have login i was able to create web forms now i am not able to see them why ?

I am not able to see webforms now  in my account 

382
C
Community Moderator
L
Newcomer
Luis RamirezNewcomer
asked in Web Forms
error when trying to access a power Form from a URL

There is a Powerform that used to work correctly when trying to access it from the URL generated inside Docusign, but now, when I copy the URL and try to open it from a new tab, even in incognito mode, it shows “something went wrong, try again later” in a red prompt over the Docusign portal: is there any way we can fix this link?thank you so much in advance!

7585
D
Valued Contributor
P
Newcomer
Peter.MillsNewcomer
asked in Web Forms
Adding unqiue numbers to a webform

Hi, Can anyone tell me if its possible to add unique, consecutive numbering to each form completed using Webforms? Ideally on the completed form itself. We use webforms for client submissions, and would like to automatically add a unique form number to each completed envelope so we can more easily identify them.ThanksPeter

845
D
New Voice
M
Newcomer
MelGNewcomer
asked in Web Forms
Writeback form to Salesforce

We have a document that we want to convert to a web form that will allow our customersto fill in contact and account information and signatures for writeback into Salesforce. Sometimes these will be new contacts/accounts and sometimes they want to send a link to a prefilled form that the customer can edit. There are 2 contacts on the form who will each need to sign. Is this possible using DocuSign? We have the DocuSign Apps Launcher in Salesforce.

4702
C
Community Moderator
L
Newcomer
leighrossNewcomer
asked in Web Forms
Web form vs powerform

Is there a difference between a Web Form and a Powerform? I’m familiar with Powerforms, which I create from a Template. Ultimately, for this example, I don’t need signatures, just information - similar to a questionnaire. Does a web form make more sense?

5384
C
Community Moderator
H
Newcomer
Hans KlokNewcomer
asked in Web Forms
How to create an extra page (with image) within a webform?

Before I would let people sign the contract I would like to show them the package we'd like to offer them. Is it possible to add this image as an extra page before the signing process starts? See an example above of where this would fit in. Kind regards   

1882
N
Community Moderator
J
Newcomer
jYoCreatesNewcomer
asked in Web Forms
Using a Web Form where the template has Collaborate

I’ve created a web form with a signing order. When I initially made the template, there was an area that Signer #2 needed to be able to edit in case Signer #1 made a mistake. It looks like when Signer #2 made edits, it tried to push the DocuSign back to Signer #1 but there’s no way for them to go in and approve the changes. Am I trying to do something that’s not supported or is there a way to make that work?

902
C
Community Moderator
M
Newcomer
mpearsonNewcomer
asked in Web Forms
Enabling KBA on Webforms

Hello,I am testing out the webform abilities and I am trying to set up the KBA on certain envelopes, but it does not seem to be working. Can someone please point me in the direction of how to enable it? Steps I am following: From the webform building area, go to elipses > edit template settings   Enable KBA on the sender   Save and activate the webform From the success message of the activation, open the form. It goes straight into the welcome, no KBA presented before entering the form as expected like the esignature.

884
N
Community Moderator
G
Newcomer
gtarayreNewcomer
asked in Web Forms
webform: dynamically CC using URL parameter for email address

HelloWe would like to share a dynamic link for a customer form that our Sales team would all be using.in order to have the same link for eveyone, we tried to create a webform with an url parameter for the email address which each sales person would have to customize. that way, when they send the URL link to clients they would receive the form once signed by client using the CC role.=> is it possible to populate a role email from the URL parameter of a webform?example: sales person John Doe would always use this URL to share with his clients:https://demo.services.docusign.net/webforms-ux/v1.0/forms/1234#salesperson_email=johndoe@test.com 

2344
G
Newcomer
V
Newcomer
vrbovev1Newcomer
asked in Web Forms
The current version of CV template.

I need to find the current version of CV template. Many thanks in advance.

674
A
Community Moderator

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