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Using Web Forms for Agreement Signature

  • 23 January 2024
  • 3 replies
  • 25 views

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Hello, hello! I’ve watched several videos and reviewed documents on this subject and cannot find my way around completing this.

 

Is web forms the appropriate tool to use to send an agreement to a large group of volunteers who need to review, sign, and opt in/out of a few activities? I’ve successfully used power forms for this, but the web form option is so much better for mobile use, I’d love to use it. 

 

Is there a recommended video or step by step guidance doc you could point me to? I’m trying to pull in the text of the agreement.

 

Thanks is advance.

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Best answer by David.Schmitz 23 January 2024, 23:05

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There is the following resource link and you could locate a video on the DocuSign University

https://support.docusign.com/s/document-item?bundleId=gmi1660583110357&topicId=gpc1660591510274.html&_LANG=enus

In regards to best option, as you noted Web Forms have an advantage with mobile and they can be constructed in a way that is more of a questionnaire where the Powerforms are strictly filling out a document but more self service.  Web Forms take a little bit more of an investment in time then Powerforms. Hopefully the link helps.

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Thanks so much, David! The link is ver helpful.

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