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With Web Forms can you enable account rules to kick off another signing ceremony? Currently with our powerform if a certain question is answered "eligible", it will automatically send another template to a specific recipient from the powerform.

Hello,

Thank you for reaching out here in the DocuSign Community.

May I know what setup in Powerforms allows the sending of a different document for a new signing session? Are you using an integration or an API?

Are you referring to a set of fields that appear or do not appear depending on the selection or what is inputted in a certain field?: https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=hew1578456460132.html&_LANG=enus

Are you using the Elastic Signing feature?: https://support.docusign.com/s/document-item?bundleId=igo1666647424726&topicId=izo1572482712002.html&_LANG=enus

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!

Hello,

No it is not fields that appear. It is a "business rule" that is setup that creates a new envelope if the template/document custom field is chosen.

Rules

Hello,

Thank you for reaching back and for the clarification.

And yes, you can use an Agreement Rule for the template being used in the WebForm to create a new envelope using any field that is within the template, however, if you need to add the field or create the rule, it is recommended to create a new Web Form.

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!

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