Auto rename return agreements to include first name and last name fields in the returned file

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Hi Everyone,

thank you for welcoming me to the community. I am new to webforms and have a question.

How do i setup a web-form so that when a client fills out and subimits a web-form, the agreement the return agreement name updates to include their first name and last name?

thank you very much for all and any assistance,

Mike

M

Mike SilasAuthor

Participant

Hi Everyone,

thank you for welcoming me to the community. I a new to webforms and have a question.

How do i setup a web-form so that when a client or cutomer returns it, the agreement name updates to include their first name and last name, and/or company name?

thank you very much for all and any assistance,

Mike

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Dave Creamer of IDEAS

Community Expert

Acrobat PDFs are not really considered "webforms" although they can be filled out in a browser. PDFs can usually be downloaded and filled out without being online.

In regards to your question--why wouldn't you have them fill in their name and company info? You can make them required fields.

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David Creamer: Community Expert (ACI and ACE 1995-2023)

M

Mike SilasAuthor

Participant

Hi, yes they do that. What i meant was, i'm looking for the returned signed agreement name to update when it is returned, so that all the returned agreements in my account aren't the same name.

Am i explaining that well? I'm new here. Thank you.

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