Configuring as a Webform

Collect signer details through a shareable form link before the signing session begins, enabling accurate data capture and high-volume or self-service signing.

Web Form Settings

FlexiForm templates support Web Forms, allowing documents to be signed directly through a shared link without requiring prior user creation.

Web Form configuration is available from the Settings panel on the right-hand side.

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Enabling a Web Form

To enable a web form:

1. Open Web Form Settings.

2. Enable Create a web form.

3. Choose one of the following options:

   • Public

   • Private

   

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Public Web Form

When Public is selected:

• A public signing URL is generated after template activation.

• The link can be shared with any external user.

• No prior user mapping is required for the first signatory.

Important behavior:

• The first signatory must be left unassigned during template setup.

• The external user accessing the link will act as Signatory 1.

• Once Signatory 1 completes signing, the workflow continues to the remaining signatories based on the configured signing order.

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Private Web Form

A Private Web Form allows controlled access to the signing experience with additional authentication and permission settings. This option is typically used when access must be restricted to known or authorized users.

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Enabling a Private Web Form

To configure a private web form:

1. Expand Web Form Settings.

2. Enable Create a web form.

3. Select Private.

Once selected, additional security and access controls become available.

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Authentication Settings

Private web forms support authentication to validate the signer’s identity before allowing access.

Available options include:

• Username & Password

  • Signers must authenticate using credentials before accessing the web form.

• Office 365

  • Enables authentication through Office 365 accounts (SSO-based access).

One or more authentication methods can be enabled based on organizational requirements.

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Signatory Control

Allow to Choose/Add Signatories

• When enabled, the user accessing the private web form can:

  • Select an available signatory

  • Or add signatory details during the signing process (based on template rules)

This provides flexibility in scenarios where signer details are not fixed at template creation time.

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Signing Flow Behavior

• Access to the web form is restricted based on the configured authentication method.

• Once authenticated, the signer proceeds according to the workflow order defined in the template.

• After a signatory completes their action, the workflow continues to the next signatory as configured.

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Key Notes

• Private web forms are suitable for secure or internal signing scenarios.

• Authentication settings help ensure only authorized users can access the document.

• Signatory addition permissions must align with the template’s workflow design.

• Field configuration rules (such as mandatory placeholders for textboxes, checkboxes, and radio buttons) still apply.

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Web Form Field Requirement Before activating a web form, ensure that all interactive fields (Textbox, Checkbox, and Radio Button) have their Placeholder values configured. Missing placeholders will prevent successful activation of a public web form.

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Web Form Link Generation

After successful activation:

• A confirmation message is displayed.

• A Web Form URL is generated.

• The link can be:

  • Copied directly

  • Shared via email or other channels

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Key Notes

• Web Forms are available only for FlexiForm templates.

• The signing flow follows the same workflow order defined in the template.

• Once activated, the web form link reflects the latest template configuration.