I have created a webform for a requestor to input some vendor information for approval; however, the requestor must attach a document to the beginning form for the next recipients to use for the next steps of approval. However, I am unable to put in an upload field into the Webform. How can I create a fix for the issue?
To Review: Webform Requestor would input their information→ Same requestor will upload attachment→ Routed to recipient 2→ Routed to recipient 3.
At this point in time Docusign Web Forms do not support the attachment field that you know from Docusign eSignature yet.
With the Docusign FY25 Release 2, there will be enhancements to Advanced Web Forms, which include the attachment field.
Oh thank you! Is there an estimates release date for that?
Is there a way that I add a recipient that is immediately routed back to the requestor to attach the document?
Hello
Thank you for reaching back.
Attachments for Web Forms is now available, however, this is a paid feature not included in all plans: Add or Edit Properties for a Web Forms Attachment Field
For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.
Compare eSignature plans & pricing
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
If you found my 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!
Hello
Thank you for reaching back.
Attachments for Web Forms is now available, however, this is a paid feature not included in all plans: Add or Edit Properties for a Web Forms Attachment Field
For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.
Compare eSignature plans & pricing
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!
Can you please include a link on where we can find the costs of this Advanced Web Forms?
Hello
Thank you for reaching back.
For costs regarding features not listed in the Compare eSignature plans & pricing link, please reach out to our Sales team either by the provided number or the hyperlink shown on that same link.
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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