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Webform / templates

Forum|Forum|2 years ago
July 9, 2024
14 replies
228 views

Hi,

I have just upgrade dmy plan to be able to use webforms, i have created a webform from a template, howevr on my test run after filling in the details on the webform, it has not then populated that data into the template when it goes for signature, i hope that makes sense?!

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Pawan Gangwani

Hero

Thanks @Pawan Gangwani

One thing to consider is that once a webform is created, a duplicate template is created. This template can only be found through the webform in the ‘Signature’ section.

So if edits need to be made to the template, going to the templates tab will not help. Our team has just realized this last week.

That might be the issue that @PaulBattle17 is facing.

Sofian Saoudi | Founder @Solusign Consulting - Docusign Partner

Need help with Docusign?
🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

Oh that’s the great finding. I will keep that in mind.
Thanks!

@PaulBattle17 Yeah that’s true. but it’s good that you resolved it.
Thanks!🌈

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sofian_solusign

Frequent Contributor

@PaulBattle17 you can prefill the webform automatically with your CRM, you just need an integration that will populate the fields after pressing a button. I’ll make a video to show you

We help organizations implement Docusign eSignature

mshealy

Established Contributor

@PaulBattle17 you can prefill the webform automatically with your CRM, you just need an integration that will populate the fields after pressing a button. I’ll make a video to show you

Did you create a video?

Denise

N

nathaly.monge

Docusign Employee

Hello @PaulBattle17 ,

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