Web Forms

I used one of my envelopes to create a web form.  Within the web form, I changed the name of the form.  That appears correctly in the published web form, and the signed form.  However, in the “completion” email to the signer, the old form name is used in the “All parties have completed...” area.  Is this a bug?

Occasionally I get an Invalide Date error message in Docusign after entering a valid DOB on Date field in Docusign webform.We do noth ave any special case or extra logic on date field, Just a standard Date.Note:- Most of the time looks good but happened few times and our QA engineer also observed few times. Anybody know why?  

While on the Web Form page for Docusign, I was interested so I clicked free trial at the top of the page. I signed up etc, but cannot find the trial of the web form builder in the dashboard? I tried to contact support but the start chat button would click and but not launch a chat, so I here I am.Question for Community: How can I evaluate whether the web form builder everything we need without needing to carve out time for a sales pitch from a docusign rep? Do I come up with a list and post it here?Question for UX team: Why have the free trial button on the page of a product feature that you can’t try before you buy?

Hi, I am trying to create a sample Job Application from through web form. And I added file attachment field, but when I try to test it and upload documents, its always getting error. I did try, word document, PDF file with only 16KB.  Is there any configuration I need to do?Thank you in advance for your help. 

I have a Web Form built with an eSignature Template that has two signers. All of the fields are assigned to the first signer except for two… the name and email address of the second signer. As a web form, however, the first signer enters all the information for all the fields, including the name and email address of the second signer. After finishing, when they see the final document to review and sign, all the data is visible except for the name and email address of the second signer, which appear blank to the first signer.If the first signer goes on to sign the document, it is emailed to the second signer, who can now see the second signer name and email in place, so the data definitely made it from the web form to the eSignature template.Unfortunately, this is confusing our first signers, and they are calling us wondering why it’s broken. So my question is, is there any way that the first signer can see the second-signer name and email fields when they go to sign? Anything I could d

I noticed a “Restart flow” button in the upper right hand corner of the web form screen (after clicking on an existing web form from the templates tab → My Web Forms.) Is it new? What does it do? I couldn’t find anything about it in the last few release notes. Also, I needed to get an activated webform URL, but could only get it after clicking on the “Use” button. Are there release notes on the recent webform updates? Thanks in advance for any guidance. I hadn’t had to make any updates to my webforms since earlier in the year, and noticed some of these changes. 

Apparently if a non-licensed user completes a web form and creates a docusign account, the user is unable to see the forms they have filled out on their docusign account.  The only way to retrieve the document is through the email link.  All forms that are filled should be visible to any of the people involved when they sign into a docusign account in my opinion. Please let me know if I am wrong about this.  

I have a complex webform with several fields, each with their own list of dropdown and rules. Is it possible to copy and paste a field in the webform so I dont have to re-type each dropdown item? This way , i would already have the dropdown and only need to edit the rule.  

Hello, I am working on an Advanced Web Form that contains multiple recipients and needs Collaborative fields for two of the reviewers. The goal is to allow the Agent to begin the process and the Owner review and possibly update fields. All other recipients would simply be signing the form. I have a few issues.  When creating the webform from the template, an error is received that all recipients need a unique field. It does not register that some fields are collaborative. It does not account for Signature fields. Typically, with multiple recipients and collaborative fields, for PowerForms you set the fields to the last person in that signing order, so that if the fields are required, they are optional for all recipient prior to final signature. In this case, we’d want the Agent who is initiating the request to complete everything as optional, and then it be required for the owner. However, with AWF, all the fields have to be tied to the first recipient in the order.Are there any sugges

Hey community, apologies for the stupid questions in advance here! I am just beginning my journey into web forms and have some basic questions that I just cant seem to find answers for (yet!), so thought I’d ask the community who has served me so well in the past !: >Can web forms be configured to validate a recipients identity (so recipient would have to provide a value to identify themselves before accessing URL) ?>Once web form is completed - is the envelope sent instantaneously to recipient (containing details entered in web form ?)...or is there an opportunity for sender to validate before envelope is sent to recipient for signing ?>Can I correct information provided by a recipient on a web-form?...whilst in-flight / in progress?>Can recipients partially complete a web form then SAVE and return at a later date?>Is there a timeout period for web-forms...i.e. a limitation for recipient to complete?>Can the URL be copied and forwarded by the recipient ? - will it co

Is there a way to edit a webform subject line per submission? 

Hi everyone,I’m using DS IAM with new interface. I am trying to map a Web Form checkbox group to an eSignature envelope template checkbox group but I keep getting this error:DOCGEN_PROCESSING_FAILURE  “Checkbox Values can't be blank”Setup:Web Form- API reference name: Checkboxpartenaire- Options (and API value): Facebook, Instagram, TikTokEnvelope Template- 3 checkboxes from the same group- same Data Label: Checkboxpartenaire- grouped togetherHowever, in the template editor I only see the Data Label field and no place to define the checkbox option values (Facebook / Instagram / TikTok).How should checkbox group values be configured in the template so they correctly map from the Web Form? In the example below I was even trying to add the API Value directly but there should be an area to provide both checkbox group API value and each checkbox API value no?Thanks! 

Hello, Just curious if its possible to edit the “next” button on the summary page of the web form to say “submit” instead. I wanted to clarify to users that is the last step of the web form before submitting. Is it possible to use any json? 

Hello everyone,I’m trying to design a workflow for a document that will be signed by employees from 100+ different companies, and then countersigned or approved by that employee’s manager at the same company.My initial idea is to have the employee (Signer 1) select their company from a dropdown field. Ideally, based on that selection, the correct manager/employer (Signer 2) would be automatically assigned as the next signer.The document would need to be accessed directly from our website (freestanding). However, with Web Forms, it appears that Signer 1 can assign any email address, which doesn’t meet our requirements.Does anyone know if this type of conditional signer assignment is possible in DocuSign (via Web Forms, PowerForms, or another approach)? Or is there a recommended workaround for this scenario?Thanks in advance for any guidance.

We have a published webform - "id":"3527eec7-2c68-43f0-aca9-9eb51c4e7a16","accountId":"d09a0de1-8019-4bf8-a56c-46916ffdf531". When users complete it, we only see their entries in the results after a delay of many hours. Is this expected? Is there some missconfiguration? 

Hello all,Maybe I missed this and you can direct me to the proper instructions.  Here is my issue:I create an #HREF custom field so that the signer can read a State Statute on the legislative website.  And that works just fine.  The problem is the URL is really long and since the URL is in the tool tip, a signer who is using a screen reader has to listen to a really long URL.  If, when creating the form, I change the tool tip to match WCAG standard for hyperlinks the link breaks.  Are those using screen readers doomed to listen to obnoxiously long hyperlinks (including the https://) or is there a workaround?Thanks

I cant´t create a webform from a template. I checked all the steps, every field has a description and so on. In the end it´s showing an error: “The use of a document creation template is not supported.”Any idea?

Hello,Is it possible to control the auto-navigation at the webform level rather than a global setting?  We have some forms that we would like the signer to review each field again before signing.  We have other forms where we would like the signer to just skip down to the signature field.  ThanksRach.

I am receiving the below error but My template has multiply fields to be field in by the 1st recipient and don't understand why I am getting this message Please review these issues:The primary recipient must have at least one text, checkbox, dropdown, or radio field on the template. .

I have a service agreement that can be filled out by 1 of 9 school districts. I have a dropdown on a webform with the 9 districts as choices. This is the functionality I want to achieve:- When a district is selected from the dropdown, the district information (address, city, state, zip, etc.) is automatically filled.- The recipient for the signature is different depending on the district. I want the signature request to go to the superintendent of whichever district is selected in the form field.Is this possible? Is there another way to set this up to achieve the functionality I am looking for?

Docusign Web Forms currently support a basic, single-column layout for form fields. While this works for simple forms, it limits design flexibility and results in unnecessarily long forms — especially on desktop or tablet devices.Layout/UI improvement requests:Multi-column layouts: Allow 2-column or 3-column grids for placing fields side-by-side (e.g., first name / last name, city / postal code). Drag-and-drop visual layout builder: WYSIWYG editor for arranging fields visually on a grid instead of strictly top-to-bottom. Snap-to-grid functionality and column resizing. Custom styling & spacing controls: Padding/margin options between fields. Divider lines or subtle background colors for sections. Optional custom CSS or style presets (aligned with company branding). Better and flexible upload attachments buttons (as it is in eSignature templates)Flexible field grouping and sectioning:Create sections or panels with titles, borders, or collapsible headers for better organization.

I have a fillable PDF rental application.  I created a new envelope template by uploading the PDF. The new template recognized all the form fields perfectly. I edited this template by making some of the fields required and others with rules. no issues there.  I now want to create a new webform based upon this new template. Results are problematic. Most of the webform is correct. but each field displays the field name and data label.  I do not want the data label imported and displayed.  There must be a way to set some webform property rules to stop this. I am hoping anyway that there is.  There are a lot of fields, and do change them individually seems impractical. I am very new to all this, so if this is worded poorly, I apologize.