Forms are used to convert documents into webforms, which can increase completion rates and improve the signing experience for your signers.

To enable forms:

  1. Go to Sign Requests or Templates as applicable.
  2. Search for and select the sign request or template you want to edit.
  3. 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.
  4. 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.