Create a Web Form

Once a file is selected, the configuration page loads.

Name your web form (ideally something intuitive). The web form name is the default name of all resulting agreements generated from the web form.

(Optional) Add additional files if needed.

The initial file selected to start the web form is already attached.

Upload any additional file(s) that you require to build your online form.

• Multiple files can be uploaded.
• All files uploaded are concatenated into one agreement.
  
• The order the files are listed dictates how the final agreement will look.
  • You can click and drag the files to sort them.

Add participants

• List the participants required to complete the form and select an action for each participant:
  
  • Sign: Signs the form and may also enter data.
  • Approve: Reviews and approves the form; may also enter data or sign.
  • Fill form: Enters required data and submits the form, but typically doesn’t sign.
  • Copied (cc): Receive notifications as form completion progresses.

The first participant listed accesses the form through your website, so their email address is not included (as it is unknown and will change for every signer).

Any additional participants constitute your internal counter-signers:

• Click the Add participant button to include additional participants (up to 36 max).
• Enter the email addresses for each "internal" participant.
• Assign the action for each participant.
  

(Optional) Configure the authentication for each participant by clicking the key icon to the right of the participant.

Email is the default authentication method for confirming the identity of each participant and is sufficient to obtain a legal signature in most cases.

You can increase security for a given participant by adding a second authentication method they will need to satisfy before they can interact with the form.

• Password: Requires the participant to enter a password to access the Web Form
  • You supply the password
  • You need to share this password with the participant out of band
• Knowledge-based authentication (KBA): Requires participants to provide their name, address, and the last four digits of their SSN (optional) then answer questions to verify their identity
  • Powered by RSA and only available in the U.S.
  • KBA is a pay-for-use service. Contact Sales to add this option to your account
    

(Optional) Add a password to secure the completed/signed agreement PDF.

You can optionally apply a password to the PDF copy of the completed (signed) document by clicking the pencil icon next to Add password (at the bottom of the page).

• If configured, the password must be successfully entered before the PDF will open for viewing
• When configured, the text under the setting header changes to show Password required to view completed form
  

Click Next in the upper-right corner of the window.

Add fields to the Web Form.

You can now add the necessary fields to the Web Form.

Click and drag the fields from the right menu of field types.

• Fields configuration can include:
  • Appearance
  • Validations
  • Conditional visibility
    
  • Calculated values
• Be sure to place at least one signature for each participant with the Sign action
  • Don't forget your internal counter-signers
    

When all of the fields are in place, click the Create button in the upper-right corner of the window

View the Web Form confirmation page.

A confirmation page is shown verifying that the Web Form has been successfully created.

From this page, you can:

• Share the URL: Copy the URL to share the form with others as a link (ie: in email or as an href under an image on your web site)
  
• Embed Code: You have the option to copy the embed code in either HTML or JavaScript to embed your form as a viewable object on your web page
  

Additional options include:

• Previewing this web form: Opens the form in the first participant view
  • This is a great way to test your web form as it will complete normally (provided all participants complete their actions)
    
• View your web forms: See all of the web forms connected to your user and their current status
• Create another web form: Opens the initial configuration page to create a new web form

Navigate to the Home or Documents tab

Select Web Forms in the left navigation pane.

Single click the web form you want to access

• This opens the context menu on the right side of the window

Navigate to the Home or Documents tab.

Select Web Forms in the left navigation pane.

Single-click the web form you want to edit.

• This opens the Actions menu on the right side of the window

Click the Edit Web Form action.

The web form is loaded directly in to the authoring environment.

Add, move, remove, and configure any fields that need to be updated.

When the edits are complete, click Save in the upper-right corner of the window.

• The web form saves the new format
  
• Your view is returned to a view of the opened form with the action panel open to the right
•  A success message displays at the bottom of the window:

Navigate to the Home or Documents tab.

Select Web Forms in the left navigation pane.

Single-click the web form you want to disable.

• This opens the Actions menu on the right side of the window

Click the Disable button next to where you see Status: Active.

A small panel pops out to allow you to 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/ | Acrobat Sign] displays as Acrobat Sign.

Click Disable.

• The web form Status becomes Disabled.
• The redirect message / URL is inserted under the Status.
• The Edit Web Form action is removed from the Actions list for the web form.
•  A success message displays at the bottom of the window:

Navigate to the Home or Documents tab.

Select Web Forms in the left navigation pane.

Single-click the Disabled web form you want to reactivate.

• This opens the Actions menu on the right side of the window

Click the Enable button next to where you see Status: Disabled.

A small panel pops out to verify that you want to enable the web form:

Click Enable.

• The web form Status becomes Enabled.
• A success message displays at the bottom of the window:

Navigate to the Home or Documents tab.

Select Web Forms in the left navigation pane.

Single-click the web form you want to hide from view.

• This opens the Actions menu on the right side of the window

Click the Hide Web Form action in the left menu.

• You may need to click the See More link to extend the menu and see the action.

A small panel pops open to verify that you want to hide the web form:

Click Hide.

• The web form is removed from view.
• A success message is displayed:
  

Navigate to the Home or Documents tab.

Select Web Forms in the left navigation pane.

Click the Filters button.

• This opens the filter menu.

Check the Display hidden content option and click Apply.

• You may want to set a date range filter to limit the number of returned records. The Modified Date is when the web form was disabled. Configure the date range to find that value.
  

The page refreshes to show the filtered for content.

• Any filters applied will be shown as a tag next to the Filter button
  • Click the x on any filter to remove it
    

Single-click the web form you want to unhide.

• This opens the Actions menu on the right side of the window

Click the Unhide Web Form action in the left menu.

• You may need to click the See More link to extend the menu and see the action.

Click Unhide.

• The web form is removed from view (because you are still viewing the filtered list).
  
• A success message is displayed:
  

Click the X on the Hidden content filter to remove the filter.

• This exposes the web forms that are in your normal (unfiltered) view.