Create a web form

From the Home page, click Create web form 

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

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

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.

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.

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.

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

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.

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

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.

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

Add the text field you want to populate through the URL

•  Only Text fields can accept values

Open the properties of the field by double clicking it

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

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

Click OK to save the parameters

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

Click Save to save the web form

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

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*

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

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

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:

Click the Manage tab

Select the Web Forms filter

Single-click the web form you want to disable

Click Disable

• An options window pops out

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.

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

Click the Manage tab 

Select the Web Forms filter

Single-click the web form you want to enable

Click the Enable button 

Click Enable when you are challenged 

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

Select the Web Forms filter

Single-click the web form you want to hide

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.