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  • 137 Topics
  • 484 Replies
137 Topics
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 

2364
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
K
Newcomer
klaufenberg1Newcomer
asked in Web Forms
Do web forms auto-update when changes are made to the power form template?

I created a Web Form based on a Power Form template. If I update my Power Form, will those changes be automatically reflected in my Web Form that uses that specific Power Form template?

1613
N
Community Moderator
J
Newcomer
jhyde826Newcomer
asked in Web Forms
Web Form Administrators

Hi All,I am looking to administer a Web Form I recently created to some co-workers. With that being said, if I am out of the office, can I designate someone else to administer it for me? If so, what does that process look like? Any help or advice is greatly appreciated. Thanks!Sincerely,Jody

712
C
Community Moderator
D
New Voice
David.CarasitiNew Voice
asked in Web Forms
Using Forms to Set Additional Signers/Recipients

I’m looking to create a form that would generate an envelope to be signed. I want the person who fills out the form to be able to set additional recipeients or signers. I could think of two ways of doing this - either, setting the names/emails for the individuals to be added as recipeients 2 and 3 or by having them set their name/email so they could then use the “Modify Recipients” Recipient as the second recipeint. Is this possible?

2052
C
Community Moderator
C
Newcomer
CareBNewcomer
asked in Web Forms
Using Web Forms for Agreement Signature

Hello, hello! I’ve watched several videos and reviewed documents on this subject and cannot find my way around completing this. Is web forms the appropriate tool to use to send an agreement to a large group of volunteers who need to review, sign, and opt in/out of a few activities? I’ve successfully used power forms for this, but the web form option is so much better for mobile use, I’d love to use it.  Is there a recommended video or step by step guidance doc you could point me to? I’m trying to pull in the text of the agreement. Thanks is advance.

1053
A
Community Moderator
F
Newcomer
faith11Newcomer
asked in Web Forms
Change of Enrollment Form

Student participation no-show reported in error. This needs to be corrected wi the Change of Enrollment Form which is not easy to find in DocuSign. Please advise ASAP 

302
A
Community Moderator
C
Docusign Employee
Community UserLegacy User
asked in Web Forms
Hello- I have a credit application in a Word doc and I'd like to use DocuSign for applicants to fill it out vs sending them a Word doc to fill out & email back. However, we cannot change the application at all so don't think we can use Web Forms.

Hello- I have a credit application in a Word doc and I'd like to use DocuSign for applicants to fill it out vs sending them a Word doc to fill out & email back. However, we cannot change the application at all so don't think we can use Web Forms.

1356
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Web Forms
Web Forms and Account Rule Setups

With Web Forms can you enable account rules to kick off another signing ceremony? Currently with our powerform if a certain question is answered "eligible", it will automatically send another template to a specific recipient from the powerform.

453
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Web Forms
Web Form Attachment Field Operability

I created a template requiring users to drop in an attachment file. Upon converting the template into a web form, I learned that the template filed requiring each user to submit a document did not translate to the Webform. Does anybody know if this feature is operable via Webforms? This field worked when I tested as a Powerform, but not as a Webform. Does anybody have guidance re the Webform route, or is it just not possible today?Thank you in advance!

2181
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Web Forms
Are Query Strings Implemented for Web Forms?

Parameters can be included in the URL to an envelope to prepopulate template fields. Is there an equivalent means for prepopulating Web Form fields?

211
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in Web Forms
Web form - conditional attachment and conditional signature

I created a Web form with an existing template. Can anyone let me know how to setup a conditional attachement depending on what the user chose in Web form? Same question for a conditional signature depending what input information. For example if a payor exist then I want the payor to sign the form. If not, then no payor signature required. The conditional attachment and conditional signature can be setup in the template. But, I can't find any documentation on how to do that in Web form.

741
C
Docusign Employee

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