WebForm with DocuSign

Reporting options available in DocuSign are aplenty.

• Envelope (Recipient, Status, Velocity, Volume, Authentication, Identity Verification, Purged, Failed Delivery) Reports
• Recipient(Activity, Authentication) Reports
• Account(Activity, Authentication) Reports
• User Activity Reports
• Group Activity Reports etc.,

When we build templates to gather e-signatures from bulk recipients, Envelope reports above do a fine job of capturing several metadata associated with the form. However, a crucial report option that was amiss was the option to generate reports based on ‘FIELD’ values of the envelope.

Example: Envelope Recipient Report

Report does not have option to add fields from the DocuSign form.

Enter WebForm!!

Process to create the WebForm is straightforward –

• Pre-requisite: Standard envelope template with a document for recipient to fill out
• Once your template is ready, go to – TEMPLATES > START > WEB FORMS > CREATE a web form and select the template you created for this WebForm
• Walk through the form setup and modify as your requirements dictate
• You will notice a few things:
  • Outline section in the left navigation lists the options for customizing the form UI for signer
  • You can customize Welcome message to display on webform load, after completion of signature display a  Thank you message(this comes with option to provide custom redirect URL 🙂 )
  • Within the form fields view: ‘Field Name’, ‘API reference name’ both fields are pre-populated with the “Data Label” value from standard DocuSign template this webform is connected to
  • You can update the Field Name to a friendly name for signee
  • You can add ‘RULES’ to the fields as you would in DocuSign template envelope

REPORT:

Now to reporting –

• Reports page in DocuSign has a new entry called “Document Data”
• Select the web form that you would like to report on and run the report
• You will now notice Form Fields listed along with metadata columns – thats it! Report away!

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