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I have created a webform template that I would like a supplier to instigate for small value instructions.

When I select options, it doesn’t have “share the URL” and will only allow me to share with people in my organisation. How can I share this outside my organisation other than me having to add them as a recipient?

Hello ​@Emma Mc 
Thank you for reaching out, and welcome to the Docusign Community! I understand you would like to share the webform URL outside your organization, but the URL isn’t showing. Rest assured, I’m here to help.
Use this procedure to get a URL from an activated form.

  1. Navigate to the Templates tab, My Web Forms.
  2. Select and open an active form.
  3. At the ellipse (three dots) menu at the top of the page, select Get Form URL.

    You can send the link to the recipient or embed the link on your website.

  4. Select Open Link to view the form.
     


    Here are the relevant articles you may check.

    Activate a New Web Form
    Get a Web Forms URL to Email to Recipients
    Get a URL for an Activated Web Form
     

    Best regards,

    Ma. Cassandra | Docusign Community Moderator

    "Select as Best" below if you find the answer a valid solution to your issue.

 

Hello ​@Emma Mc 

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

 

Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.

Hi Ma.Cubio

I’m afraid that doesn’t work even. Below is a screen shot, I do not get an option for “get URL”:

 

 

Hello ​@Emma Mc 
I believe you are looking at your saved templates. Please go to the Templates tab >Webforms on the left panel > click “My Web Forms” to see the option for “Get URL” for your active web form.

If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

Sincerely,

Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"



 

Hello ​@Emma Mc 

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

 

Sincerely,

Ma. Cassandra | Docusign Community Moderator

If this helped, feel free to Like👍and click "Best Answer"

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