Create a web form

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Adobe Sign User Guide

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Applies to: Adobe Sign

在中国购买的 Creative Cloud 产品不含 CC 桌面应用程序中的 Creative Cloud 移动应用程序和在线服务及相关功能。


Create a web form

A signable web form can be created to embed on your website (or send as a link) so multiple people can easily access your document to sign. It's especially useful if you need to post a form on your own website for signature.

Each signer completes the form individually, and each individual transaction is recorded on the Manage tab as a discrete Agreement.

You can set up a web form to have permanent counter-signers. These individuals always sign after the person who visited the web form has completed and signed the form.

  1. From the Home page, click Create web form 

    Create Web forms

  2. On the next page, enter the Web Form Name.

    • You cannot edit the name of a web form, so make sure it's named correctly
    • If you add a file without setting the web form name, the web form will adopt the name of the file

  3. Configure the web form recipient information:

    • Web Form Recipient Role:
      • Signer - Signers must apply a signature in addition to any other fields that are required
      • Approver - Approvers can fill fields, but are not required to apply a signature
      • Acceptor - Acceptors, like Approvers, can fill field content, but are not obligated to provide a signature
      • Form Filler - Form Fillers can only fill fields, and may not have a signature field applied to them.
    • Web Form Authentication:
      • None - This option uses only the email verification after the web form is submitted.
      • Password - The password option requires that the recipient enter a password before they can view the document.  
      • Social - Recipients will have to authenticate to one of several social sites before they can view the document.
      • Knowledgebased Authentication (KBA) - KBA can be enabled as an authentication method if your account is configured to allow unlimited KBA transactions. Keep in mind that KBA is only valid in the United States.
      • Government ID - Use a government issued ID to compare with a real-time selfie
    set_recipient_values

  4. If you want your web form to be counter-signed:

    • Enter the email addresses of the parties you want to counter-sign or approve the agreement under the Counter-Signers section:
      • You can include yourself (the creator of the web form) by clicking the Add Me link on the right.
      • Configure the appropriate Role for each signer. All roles enabled by the admin will be available.
      • Define the correct authentication method for each counter-signer.
      • All defined counter-signers need to complete their signature/approval in the order you list them for the agreement to complete.

    Note:

    Keep in mind, the counter-signers will always be the final signers. The process always starts with the individual who visits the web form.

  5. Drag and drop the files you want to use as a the base for your web form into the Files section, or click Add Files, and navigate to the document on any networked drive or integrated file storage.

  6. Configure the Options

    • Password Protect - If you would like to apply a password to open the final PDF produced by the web form signing, check this box.  You will be prompted for the password.
    • Recipient's Language - This setting will dictate the language used for the on-screen instructions, as well as the email notifications related to the web form.

  7. Check the Preview & Add Signature Fields option, and then click Next.

    configure_the_webform

  8. The page will refresh and display the uploaded files in the Authoring environment.

    Drag the necessary fields from the right side of the page, on to the document as needed.

    Make sure that you place at least one signature for each signer, including the initial signer and all counter signers.

  9. Once all of the fields are placed, click the Save button in the bottom-right corner.

    place_fields

  10. You'll arrive at the web form post creation page. Here you can get the URL to the web form, and the iframe/JavaScript code you can use to embed it.

    You can also test sign your web form.

    post_creation_page


Use URL parameters to fill web form fields

To insert values into a web form field, there are two things you need to know:

  • How to mark a field as available for URL parameters
  • How to construct the URL parameters to be inserted

 

How to mark a field as available for URL parameters

To make a field available for URL parameters:

  1. Create or edit a web form to gain access to the fields

  2. Add the text field you want to populate through the URL

    •  Only Text fields can accept values

  3. Open the properties of the field by double clicking it

  4. Edit the field name to something meaningful. The field name is the first part of the parameter you will use, so shorter is usually better

  5. Check the box that says Default value may come from URL

    • Optionally check the Read Only box if you don't want the value to be editable

  6. Click OK to save the parameters

  7. Repeat for all fields that will need to accept a parameter from the URL

  8. Click Save to save the web form

URL

In this example we are creating two fields to be filled by the URL:

  • Branch_Office - A field that accepts the branch office string (shown above)
  • Emp_ID - A field that accepts the employee ID

 

How to construct the URL parameters to be inserted

An easy way to construct the URL is to:

  1. Copy the URL from the web form. The easiest way to do this is to:

    • Edit the web form from the Manage page
    • Click the Copy Web Form URL link
    URL

    Web form URLs are very long, so an abbreviated one is used here for an example (yours will look different):

    Example URL:

    https://secure.na1.echosign.com/public/esignWidget?wid=CBF2s*

  2. Paste the web form URL into a text editor (like Notepad)

  3. Add your parameters  

    • The start of the parameters are identified by adding a hash (pound, #) symbol at the end of the web form URL.
    • Then add the parameters in the format of  {field_name}={value} 

    Example URL with one parameter

    https://secure.na1.echosign.com/public/esignWidget?wid=CBF2s*#Branch_Office=San Jose #621

    • Multiple values are added by inserting an ampersand (&) between field values.

    Example URL with two parameters

    https://secure.na1.echosign.com/public/esignWidget?wid=CBF2s*#Branch_Office=San Jose #621&Emp_ID=429939

  4. Once all of the field=value pairs are added to the URL, copy the full string and paste it into your browser.

    The web form will render with the fields populated:

    URL

Properties and Limitations

  • You only use the hash mark once to define the beginning of the paramater(s)
    • Using a subsequent hash mark in a value does not negatively impact the result
  • Using spaces in values is acceptable
  • Using spaces in the field name is only acceptable if you explicitly insert %20 as the space character in the URL
    • This will work: https://secure.na1.echosign.com/public/esignWidget?wid=CBF2s*#Branch%20Office=San Jose #621
    • This will not work: https://secure.na1.echosign.com/public/esignWidget?wid=CBF2s*#Branch Office=San Jose #621
    • It is generally recommend that an underscore be used in field names instead of spaces. It will ultimately save you time
  • There is no space allowed between the Field Name, the equals mark, and the beginning of the value (Fieldname=Value)
  • No space to either side of the ampersand if you have multiple values
  • There is no limit (other than perhaps URL length limits) to the number of fields that can get their value from URL parameters
  • Calculated text fields can not be overridden and do not have the checkbox displayed in their field properties.
  • URL parameters do not work with authenticated web forms. Due to the use of URL Hash Fragments, if a web form is protected via a password or other authentication, the URL parameters are not passed back to the client after authentication is complete (the server never sees that part of the URL). 

 

Error handling

  • Any URL parameter that does not match a form field name exactly is ignored
  • Any URL parameter that tries to assign a value to a non-text field or a text field that does not have Default value may come from URL enabled is ignored


Disable a web form

When you disable a web form, it is longer accessible by signers, but is visible in your account. You can re-enable the web form at any time.

To disable a web form:

  1. Click the Manage tab

  2. Select the Web Forms filter

  3. Single-click the web form you want to disable

  4. Click Disable

    • An options window pops out
    Disable

  5. Select the experience that you want to provide for any user that attempts to access the web form URL

    • Redirect signers to another web page - You can redirect the signers to another web page, like a current version of the web form
    • Enter a custom message to signers - You can enter a message that will be displayed in place of the web form
      • You can add hyperlinks to the message by enclosing them in brackets [ ]
      • You can add labels by using the | (pipe) symbol after the URL

    e.g: [https://www.sign.adobe.com/ | Adobe Sign] displays as Adobe Sign.

  6. Click Disable

    • A success message is displayed
    • The status changes 
    • The redirect method is inserted under the status
    • The ability to edit the web form is removed


Enable a web form

Disabled web forms can be re-enabled at any time and resume function.

 

To enable a disabled web form:

  1. Click the Manage tab 

  2. Select the Web Forms filter

  3. Single-click the web form you want to enable

  4. Click the Enable button 

    Enable

  5. Click Enable when you are challenged 


Hide a web form

If you would like to remove a web form from the Manage page view, you can hide it.

Hiding a web form only hides it on your view, any other users that have access (via share) will still be able to see it.

  1. Click the Manage tab scroll down to the Web Form section. 

  2. Select the Web Forms filter

  3. Single-click the web form you want to hide

  4. Click the Hide link located in the right rail options.

    • If the web form is still enabled, you are presented with a screen warning you that the web form is still enabled and can be signed by signers.
    Hide

    Caution:

    If you do not disable the web form before hiding it, people can still access and sign it.


How to enable/disable user access to web forms

Web forms can be enabled or disabled at the account or group level by navigating to Account > Account Settings > Global Settings > Web Forms

enable_web_forms

Delete a web form

When you delete a web form, it is removed from your account completely.

To delete a web form, click the Manage Tab, scroll down to the Web Form section, and select the web form with a single click (Note: Do not click the Get Code link). Then, click the Delete button located in the small information window in the upper-right corner.

If the web form is already disabled, you are prompted to confirm your deletion by clicking the Delete button.
If the web form is still enabled, you are presented with a screen warning you that the web form is still enabled and can be signed by signers.


Configuration options

Web forms have four optional configurations:

  • Allow CCs within Web Forms:
    • When enabled, email addresses can be added as CC'd parties to the web form. Otherwise, the option to add CC'd parties is removed from the creation process
  • Allow PDF preview of Web Forms:
    • When enabled, a PDF link is exposed on the web form, allowing the recipient to view the web form as a PDF
      • Be aware that the PDF is a document the recipient can save to their local system
  • Require an email address in the signature block of Web Forms:
    • When enabled, an Email address field is required for each signer within the bounds of the document.
      • Adobe Sign will automatically place a signature block for any recipient that does not have an email field on the document
    • When false, the recipient is prompted to provide an email address on an interstitial page
  • Require Signer to verify their email address:
    • When enabled, the recipient is required to verify their signature before the agreement is completed (Signed)
    • When disabled, the recipient does not need to verify their signature, and the agreement progresses to the next recipient, or completed.
      • Unverified signatures are subject to repudiation

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