+3Is it possible for someone who filled out a webform to track the status of the envelope until its completion, without being the owner of the envelope/webform?
Here, we use webforms so that salespeople can fill out a commercial proposal and send it to the client for signature only, but they are unable to track, after sending the form, whether it has been signed or not. Is it possible to configure the system to enable this tracking?
Best answer by Pamela Barbosa
Hi,
So, yes! All the fields has the API reference name and is automatic. Here's my step-by-step:
1. I create the envelope model that will be linked to the webforms. In this model, I create two recipient fields for the same person (the sender), one of the fields has the 'signature required' and in the other it's configured only as 'viewing required'. I differentiate them with the name 'Sales Representative' and 'Sales Representative (for copy)', 1 and 3 in the print. It's important to have something in the name that differentiates so you don't get confused later when applying the connections.
2. Once the model is created, we are redirected to the form building page (the second print you sent). In this part, I create only one field for the person to enter their email (no need to edit the API).
3. Then, I go to the 'Signature' tab and then to 'Recipient connections'. In this part is where you will make the connections of the questions with the document.
You will link the same questions to the recipient identified as 'Sales Representative' as well as to 'Sales Representative (for copy)', or how you decide to name them.
After that, just make some tests to ensure that is working well.
The envelope delivery configurations here are the same as yours, no need to change them.
I hope it helps <3
+3Hi, guys! I found a solution haha
To whom it may concern:
Just add one more field in the web forms envelope for the name and email of the person filling out the form at the beginning (so this person will have two recipient fields, but at different times; you need to specify the signing order, or you can try without an order; here, in my company, we use the order for governance reasons).
In the second field, the webform initiatior doesn’t need to sign; just use the 'requires viewing' feature. This way, after filling out the form, the person will receive a notification in their email to view the document. This will also keep the envelope in DocuSign account to track the status.
+15Hello
Thank you for reaching out here in the Docusign Community.
Once the first recipient signs/initiate a Web For it later becomes an envelope, you can try sharing a Manage access to the needed users so that they can see the progress or add them as a recipient, may be as a Carbon Copy in the middle of the document to know where it is going: Shared Access to Envelopes
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
+3Hi,
it wouldn't be interesting for us to share managed access, we send many envelopes daily, and that would end up being a very manual task. We want to automate as much as possible. The way I mentioned above worked well for what we want, but thank you for the response!
+15Hello
Thank you for reaching back.
That’s completely valid, I’m glad you were able to find a workaround that can accomplish what you need.
Let us know if you need further assistance with this. I hope you have a great day!
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hi Pamela and Nathaly, This is my exact issue that I’m trying to solve. I’ve tried Pamela’s workaround for my webform and it does not work for me-- the sender is not receiving a copy or notification that the document has been signed.
Pamela, do you know if your Webform’s “Email” field for the role for the “the sender” (person filling out webform to send to signer) has an API of Data Label tag? Mine is automatically generated when I added it to the webform but I can’t seem to connect it to the role for “Receives a copy /and or viewer” (I’ve tried both). The role does not show up when editing the template itself like “signer” role does. I’ve set a signer order as well where viewer/receives copy is last and also ensured my envelope admin settings are correct see screenshot.
Any help is greatly appreciated! :)
Thank you!
+3Hi,
So, yes! All the fields has the API reference name and is automatic. Here's my step-by-step:
1. I create the envelope model that will be linked to the webforms. In this model, I create two recipient fields for the same person (the sender), one of the fields has the 'signature required' and in the other it's configured only as 'viewing required'. I differentiate them with the name 'Sales Representative' and 'Sales Representative (for copy)', 1 and 3 in the print. It's important to have something in the name that differentiates so you don't get confused later when applying the connections.
2. Once the model is created, we are redirected to the form building page (the second print you sent). In this part, I create only one field for the person to enter their email (no need to edit the API).
3. Then, I go to the 'Signature' tab and then to 'Recipient connections'. In this part is where you will make the connections of the questions with the document.
You will link the same questions to the recipient identified as 'Sales Representative' as well as to 'Sales Representative (for copy)', or how you decide to name them.
After that, just make some tests to ensure that is working well.
The envelope delivery configurations here are the same as yours, no need to change them.
I hope it helps <3
+3
PS: I don’t think it would be necessary to create two recipient fields for the same person, just one with the viewing required seems to work, but I never tried haha
Hi
Thank you so much for your detailed posts! I got it to work!!! I really appreciate it.
Best regards,
Pat
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