Ideas Portal
I have some forms Directors and Trustees are required to complete that also require a signature (so supplemental forms don't work in this instance). I can send these via docusign directly, as there is the functionality to add text boxes and radio buttons. However I can't do this through Networx. These forms go with the offer letter and contract so would be useful if they could be sent all together.
Thank you for your suggestion.
What you're describing is technically possible within Networx to a certain extent, it is possible to create tags for checkboxes and text inputs within documents. However, there are some important limitations to be aware of.
While these tags allow for user input within the document, the data entered does not feed back into the system, it only exists within the completed PDF. This means the responses can't be automatically transferred or used in other parts of the platform or integrated systems. Additionally, formatting these elements accurately within documents can sometimes be challenging, especially for more complex forms.
That said, if you're interested in exploring this further, we recommend reaching out to your Account Manager or our Support Team. Whether this approach is viable will largely depend on the complexity of the form you're looking to replicate.
We appreciate your feedback and always welcome ideas that could enhance the platform’s functionality.