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Configure Web Forms

 

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Overview

A signable web form can be created to embed on your website (or sent as a web link), allowing multiple people to easily access your form or document and create an agreement.

A web form can be configured to have one or more participants, multiple counter-signers, and multiple CC'd parties. The signature flow for a web form is:

  • Once the first participant completes and verifies their signature/action, an agreement is created
    • If the web form allows for multiple participants, all participants complete their actions in the sequential order they are listed.
  • After the participants have completed their actions, the counter-signers are notified in the order they are listed.
  • Once the agreement is completed, all parties (including CCs) are notified of the completed agreement.
Accounts that have Users in Multiple Groups enabled may want to define one or more dedicated groups to govern the signature and email options of the web form while maintaining different options for directly sent agreements.
 
Availability:

Web forms are available for team and enterprise license plans.

Configuration scope:

Enterprise accounts can enable web form access and the related options at the account and group levels.

Team accounts have the ability to create web forms enabled by default but may not configure the individual options. The options are configured as:

  • Allow CCs: Enabled
  • Allow PDF preview: Disabled
  • Require Email Address: Enabled
  • Require signer to verify email: Enabled
  • Allow Additional participants: Disabled
  • Allow recipients to save their progress: Disabled

Configuration

Web forms are subject to several general settings that cover all agreements in a specific group. However, the practical use of a web form is often different than an agreement sent directly to a known recipient, and the related settings regarding authentication and email options can conflict.

Customers that have enabled Users in Multiple Groups may find it useful to create a new group with customized settings for the web form experience (e.g., Internal web forms that require less stringent authentication).

The controls for this feature can be assessed by navigating to Global Settings > Web Forms

The Global Settings admin menu with the Web Form controls highlighted

In terms of controls that directly influence web forms, there are several configuration options:

Related settings

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