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Hello,

I have been trying to better understand using a Web form. The scenario has 3 roles: Salesperson, Customer, and Approver.

Use case current state: 

  1. Salesperson receives envelope and signs
  2. Customer receives envelope and signs
  3. Approver receives envelope, reviews and approves or denies. 

Pretty straight forward. 

We want to add an extra piece to the workflow that only impacts the customer.

After they sign, we want the customer to be redirected to a partner website where they can enter their consent preferences.

The web forms “Thank you page” has functionality to add a button with a configured URL*, which I what I have working. However, what I’m finding is the Salesperson will also be redirected to that partner site, which we don’t want or need. 

Is there a way to design a workflow that omits Roles 1 and 3?

Also, we have been moving to use composite templates that our API will build the envelope based on what the sales order needs for documentation. 

Is it possible to have a webform (template) that is only focused on the customer but it part of the sale process listed above? 

*Hopefully, the button URL can be updated via API because the URL will be specific to the customer. 

Thank you,

Jonathan

Hi @Jon,

 

Thank you for reaching out to the Docusign Community.  

Both the Brand Destination URL and the Web Form’s URL button will work with static addresses. This would make them incompatible with your use case by themselves.

However, you could look into embedding the signing process as part of your own website. This would allow you to have more control over what happens after the signing process.

Destination URLs for Post-Signing Navigation
The Thank You Page

Embedded signing
Embedding Docusign eSignature into your app

Embed a Web Form: A Use Case

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!



 

Thank you Alejandro,

Yes, I agree with you, but I don’t think that is in scope at the moment. We want to leverage the platforms doing the work and connect them to share data securely via off-the-shelf configuration or API calls. AND make the process transparent to the recipient. 

Maybe someday, but not today it appears. 

Thank you again,

Jonathan

Hi @Jon,

 

Thank you for following up.

Feedback that can improve our users’ experience is always welcome. I encourage you to consider submitting your idea for review by our development team for possible implementation. If you’re a Docusign Administrator for a corporate plan, you can file your request through a support case or by reaching out to your Account Team. Otherwise, we invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

Please don't hesitate to let me know if you have any other questions or concerns and I will address them as soon as possible.

Best regards,  

Alejandro R. | Docusign Community Moderator  

  

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

 

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