📖 Table of contents
Forms are now managed from the Templates section.
To simplify how reusable documents are handled, Templates and Forms are grouped together under Templates in the main navigation. When you open Templates, you can use the toggle at the top of the page to switch between Templates and Forms.
From the Forms view, you can access all the forms created by you and your team.
The owner, administrators and members of your organization can create and modify forms.
On the row of the form you want to use, click Share to fill it out or invite other people to complete it.
A form can only be used if it is in Active status. How it works then depends on the form type:
Single-respondent form
Multi-respondent form
Share a single-respondent form
A single-respondent form allows one person to fill in all the required information to generate the document.
You can identify this type in the Forms view under Templates.
To use a single-respondent form:
If you want to fill it out yourself:
Switch to the Forms view using the toggle.
Click … (three dots) on the form row.
Click Fill out form.
If you want someone else to complete it:
Switch to the Forms view.
Click Share on the form row.
Choose how to share the form:
By email: enter the respondent’s email address.
By link: copy the form link and share it.
If you invite the respondent by email, they automatically receive an email invitation to complete the form.
If you share the link, the respondent gets direct access to the form. You can publish this link on your website or turn it into a QR code if needed.
Note: If the form is private, the respondent must authenticate with Yousign before accessing it, whether you share it by email or via link.
Once the form is completed by the respondent, your document is automatically generated and ready to be signed!
Share a multi-respondent form
A multi-respondent form allows you to collect information from multiple people to automatically fill in the document.
To share a multi-respondent form:
Switch to the Forms view.
Click Share on the form row you want to use.
Enter email address(es) if needed (for example, when a signer may change from one document to another).
Click Share.
The respondents will automatically receive an email inviting them to complete their respective forms.
You’ll then be redirected to a signature request in the status Data collection in progress, where you can:
Track the progress of data collection
Send reminders to respondents if needed
To track previously shared multi-respondent forms:
Go to Templates.
Switch to the Forms view.
Click the row of the form you want to follow.
You’ll see the list of forms that have been shared.
To view more details about a specific shared form, click the relevant entry in the list.