What do the options in the dropdown next to your form mean?
Generate form request | To generate the form request for signing. |
Download sample csv | Download a blank csv file to enter the details. |
View and edit details | You can view the form or edit the details in the form. |
Download requests data | You can download the data that has been entered into the form. |
Additional settings | Additional settings provide us the option to enable anonymous view of the forms. |
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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 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 ...
What do the columns mean in the blank sample csv while generating multiple sign requests for a form?
Name Data to be filled in Examples customer_identifier Signer email address or mobile number on which the sign link will be sent abc@gmail.com / 9830098300. Please note reference_id Enter any unique identifier that you would use later for ...
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.
How can I download the responses for my form requests?
Select the form for which you want to download the csv of the responses received and click Download requests Data Note: Data downloading can only be done for independent forms.