Web Form Names in Agreements

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When web forms are saved in Agreements, they use the name of the web form completed. Is there a way to customize this for each unique entry?

Web Forms

Pawan GangwaniAnswer

Hero

Hello @Phill.McDaniels

I hope you are doing great. As I know the name of completed web form, that comes from the “Email Subject” the you configure while creating the from. and by changing that subject you can change the “Name”.

navigate to the “Web form” edit the web from and click on the “Document” icon called Template Actions and you will see options. click on the “Edit Template Settings” and then at next screen you can see the “Email Subject” .

Hope this helps!

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Pawan Gangwani

Answer

Hero

Hello @Phill.McDaniels

I hope you are doing great. As I know the name of completed web form, that comes from the “Email Subject” the you configure while creating the from. and by changing that subject you can change the “Name”.

navigate to the “Web form” edit the web from and click on the “Document” icon called Template Actions and you will see options. click on the “Edit Template Settings” and then at next screen you can see the “Email Subject” .

Hope this helps!

Translate

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

N

nathaly.monge

Docusign Employee

Hello @Phill.McDaniels ,

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

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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