This article serves as a guide on setting up Web Forms in DocuSign which can then be used as part of a workflow.  Read everything before doing anything, so you can make a plan for the most efficient way to setup your Web Form.  



To create a new Web Form from scratch,

  1.  Log in to your DocuSign account and on the Templates section, Click the Start dropdown on the left, Web Forms --> Create Web Form
  2. When prompted, select "Start from Scratch" to create a Web Form without any pre-existing template. Hit Next.
  3. Enter a name for your Web Form and click Apply
  4. In the left panel, select the Untitled Page and add the desired content to your Web Form.

  5. Update the page title by editing the "Page Title" field in the Properties section. You can also add a page subtitle to provide more details.


  6. To add questions, click the Plus (+) button and choose any functions which seems more suitable.  


  7. Note: If you'd like this question to be visible or hidden based on the answer to a previous question, Utilize the Rules section to create custom rules by selecting "Create Rules."

  8. To create a new page, click on the Plus (+) button on the upper left and select New Blank Page.

  9. Once done, click Save and then Activate to finalize your Web Form.


Note:  If you need to make a new webform that will be similar to another form:
  1. Under Web Forms, open My Web Forms.
  2. Click on the three dots of an existing Web Form and hit Copy.
  3. Click Edit on the newly added template.
  4. Enter the name of the new Web Form Template.
  5. Once done, click Save and then Activate


When Copying Previous Templates

These are the fields that we must be careful with:

  • For the Preferred Payment section, delete this page for those that do not include the ACH Form/ Payment Authorization Agreement.  
  • Change the word "Clover account" into "Processing account" for Non-Clover Webforms (Omaha) on the ff pages:
    • Welcome Page
    • Business Email under Business Information Page


Updating a Template

  1. Under Web Forms, open My Web Forms.
  2. Click Edit on the template you'd like to update.
  3. Add, remove, or update the necessary fields
  4. Click Save and then Activate
  5. Reapply the form in the appropriate Maestro Workflow(s) (see Creating/Updating Maestro Workflows)


"Sharing" the Web Form Template

Unfortunately, you cannot share Web Form Templates the same way you can share PDF Templates.  You essentially need to make a copy of it's programming that another user can then upload to their account.  Every "shared" webform will ultimately be a duplicate of the original, and they will not "talk" to each other.  

  1. In the "My Web Forms" section, click the three dots next to the Web Form you want to share and select "Download Configuration.".
  2. Once the file is downloaded, share it with your teammate.
  3. Next, log in to your DocuSign account and go to the Templates section. Click "Start," then select "Web Forms" followed by "Upload Web Form".
  4. Choose the file you just downloaded, rename the Web Form to prevent any confusion, make any required adjustments, and activate the form once you're finished.