Forms are used to convert documents into webforms, which can increase completion rates and improve the signing experience for your signers.
To enable forms:
- Go to Sign Requests or Templates as applicable.
- Search for and select the sign request or template you want to edit.
- Click the form icon (third from the left) in the header. If you see a document icon instead, then you’re already in the form editor view and can go to the next step.
- Enable forms. The enable forms action will be a button in the center of the page or a toggle near the upper right of the page depending on your settings.