Internal referral form

Question

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?

Melanie.Panguito · Accepted Answer

Hello ​@Stewar,Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.I understand your need to create a Webform that staff on your team fill out (via dropdowns and free text), then sign and send to a third party.This is absolutely doable. In your template, please ensure you have a set signing order; the first recipient of the signing order will be later assigned to your staff. You can use this to create a Webform. More information here:The Process to Build a Web FormLet us know if you need further assistance with this.Best regards,Melanie |Docusign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue.

Melanie.Panguito · Answer

Hello ​@Stewar,I hope you are doing well.If you found my response to be a useful solution to your question, could you please click the "Best Answer ✅" button at the bottom of the post? It helps other community members who might have similar questions.Thank you!Best regards,Melanie |Docusign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue.

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