How to create a form from an existing document template?
Click on create form from document template
Select the template you want to build the form with.
Enter form name and click on create form.
Add fields in the form. Refer above steps from create form.
Click on save form.
Related Articles
How can I create multiple/ bulk form requests?
This approach is recommended to be taken if you wish to create multiple forms links in bulk Step 1 : Select the form from the dashboard and click on download sample csv from the panel Step 2 : Import the csv into csv reader (msexcel, googlesheet, etc ...
How to set up a form on digio?
Creating a form: Click on Create form - If there is no underlying document that needs to be populated using the form Click on Create form with document template - If there is an underlying document template uploaded on DIGIDoc. Enter form name. ...
How can I import an existing template on digidocs?
Importing your document template After login on Digio Platform, Templates-> Custom-> Import template Note: Templates downloaded in json format need to be uploaded here. Define signature positions on the template Click on add signers and then click to ...
How to make/upload a template of your PDF?
Open your Digio account through email id and password. On the left panel, you will see a templates section. Now follow the below steps in order to define the variables: Click on the upload template button given at the top of the page. Assign signers ...
How to generate a form request for signing?
1.Click on generate form request next to your form 2.Enter the following information: Customer Email / email address Please enter email address / mobile number where the link needs to be triggered to capture response from the user Reference id Pass ...