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Create web forms

Contents

Web forms are available on Enterprise plans.

Allow customers to populate and eSign documents on your website, app or via email. Collect all the information you require in an easy and signable format.

Step 1

From the dashboard, go to ‘Templates’.

Create web forms step 1

Step 2

Find the template you want to use and click ‘Action’.

Create web forms step 2

Step 3

From the dropdown, choose ‘Create Web Form’.

Create web forms step 3

Step 4

Complete the required information and click ‘Save’.

Create web forms step 4
Updated on 13 October 2025
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