E-Signature
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      1. WinWon Knowledge Base
      2. Forms
      3. E-Signature

      2. Using the Forms List Page

      View and manage all form templates in your WinWon account.

      Purpose of the Forms List Page

      The Forms List page is your central hub for viewing all e-signature form templates in your WinWon account. From here, you can:

      Forms Nav

      • Search, filter, and preview form templates.

      • Identify which forms can be bulk sent.

      • Launch the sending process for eligible forms.

      The Forms List page is available under Forms > Forms List in the left-hand side
      navigation menu.

      Columns & Filters

      The Forms List table provides key details for each form template:

      Column Name Description
      Form Template Name The name of the form template.
      Team Displays the team associated with the form (if applicable).
      Recipient Type Indicates whether the recipient is a Student Athlete or a Recruit.
      Last Updated Shows the date the form template was last modified.
      Action Icons View (PDF Preview), Send (Launch Send Process).

      Filtering Options:

      • Recipient Type Filter – Show only student athlete forms or recruit forms.

      • Form Template Name Filter – Narrow results to a specific template.

      • Search Bar – Search across all available fields in the table.

      Action Icons in Detail

      • View (PDF Preview)
        Opens the form in a new browser tab to display a sample version with placeholder data. This allows you to confirm formatting and required fields before sending.

      • Send
        Starts the send process (if the form is eligible for bulk send). More details on this are covered in Bulk Sending Forms.

      Send Button Logic

      The Send button will either be:View/send

      • Clickable – Indicates the form can be bulk-sent from the Forms List page. This applies to single-signer forms (e.g., student athlete only).

      • Greyed Out – Indicates the form requires additional configuration, such as a parent/guardian signature. These forms must be sent individually. See Sending Forms to Individuals & Minors for best practices.

      Bulk Send Eligibility

      Forms that:

      • Require only one signer (student athlete or recruit)
        → Bulk send is allowed from the Forms List page.

      • Require multiple signers (e.g., student + parent)
        → Bulk send is disabled from this page and must be handled via the individual send process. See Sending Forms to Individuals & Minors for more detail. 

      When to Use the Forms List Page

      • Bulk Roster Sends – Quickly send forms to all members of a team.

      • Preview Before Sending – Ensure templates look correct before distribution.