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Hello,
I created a standard and tried to create in Webform the recipient list moved over but non of the fields moved over, is there a way to fix this, or do I need to recreate everything?
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Webform
+5- Troubleshooter
Best answer by Alejandro.Ramos
Hi
Thank you for reaching out to the Docusign Community.
Whenever you are creating a Web Form you are designing a method of collecting data from a specific person, that can later be used to fill out fields in an envelope. Since it will only be one person filling out your Web Form, the recipient list and its related template is not needed during this specific step of the process, it is best practice to configure your recipients and fields through your template before hand, so these will be automatically connected to your webform fields. For detailed steps on how to create a Web Form, see:
Docusign eSignature: How to Create a Web Form
The Process to Build a Web Form
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!
- Community Moderator
- Answer
Hi
Thank you for reaching out to the Docusign Community.
Whenever you are creating a Web Form you are designing a method of collecting data from a specific person, that can later be used to fill out fields in an envelope. Since it will only be one person filling out your Web Form, the recipient list and its related template is not needed during this specific step of the process, it is best practice to configure your recipients and fields through your template before hand, so these will be automatically connected to your webform fields. For detailed steps on how to create a Web Form, see:
Docusign eSignature: How to Create a Web Form
The Process to Build a Web Form
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!
- Docusign Employee
Hi Emad,
It looks to me like all of the fields did actually move over, but the standard “Welcome” page is generally empty. If you navigate to one of the “Untitled” pages on the left hand menu, you will see all of your fields from your template.
I hope that helps!
Dea Allgood
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