Web Forms - Replace Signer or use Groups

Report · Mar 28, 2020

Hi all,

its easy to edit a web form - you can add or change fields, hit save and voila, you’re done.

BUT, how can I edit the recipients of an existing web form?

I’d like to change the email of my approver. Do I need to remake the form(s) from scratch?

If that’s the case, I could use a group as the recipient / approver and then manage recipients by managing the group. Oh wait, that feature doesn’t seem to be present for Web Forms either!?

These features seem to be easy for agreements but missing for web forms? Can anyone help or confirm this?

Thanks all.

Report · Jan 16, 2023

I am stuck in the same situation and have also noticed that I can't add a group. So my plan is to download the form and use this downloaded PDF (with the fields) to create a new form and update the participants. I am hoping that the form editor will pull in the fields from the original PDF.

Report · Jan 24, 2023

So downloading the pdf file from the web form and recreating another web form did not work. The way to change a participant (a counter-signer to be more precise) is from the Web From Participants panel that displays on the right when you open the web form. However, the limitation is that there must be a 'Counter Signer' in the form, otherwise the panel does not even appear.

Yes, adding a group as a recipient is not available against a Web Form. Would be nice to have though.