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I’ve created a web form for use by people without licenses within our company. The web form is also easier for individuals who might not be able to fill a form out directly so a web form guides them through the process. This issue is my name being used to send every form throughout the company. The other issue is that I am notified every time a form is used, viewed and signed throughout its life. 

Should I create a service account within DS that I would use to create and authorize these web forms with?

The idea of creating web forms for only use by myself seems odd. If I can share a form with individuals, why can I not share a webform for the same use?

Hello ​@KyleFrantz,

Thanks for reaching out here in the Docusign Community—great to have you here!

Currently, it is not possible to transfer ownership of a webform from one user to another. The web form remains tied to the creators account, which means notifications stay with the user.

If you need to share a webform with another user so they can manage or distribute it under their own account, the workaround is;

  • Download the webform configuration
  • Share the configuration (JSON file) with the other user.
  • The recipient user can then upload/import this webform configuration into their own Docusign account.
  • Once imported, it becomes a new webform owned by the other user, who can generate new links.

👉Transfer a web forms configuration file

I hope you find this helpful. If you believe this response effectively addresses your question,  please mark it as Best Answer ✅ to help other users with similar questions, locate it more easily.

Should you require any additional assistance, feel free to reach out. Thank you!

 

Regards,

Jenny | Docusign Community Moderator

If this helped, feel free to click "Best Answer"!

Hello ​@KyleFrantz,

I hope you're doing well. I'm following up on the above solution provided. Could you please confirm whether it addresses your question? If it did, can you please mark it as Best Answer ✅" to assist other users with similar inquiries and improve its visibility. Let us know if we can help with anything else. Wishing you a smooth rest of your day! 

 

Regards,

Jenny | Docusign Community Moderator

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