DocuSign - How to Create a PowerForm

Tags DocuSign


How do I create a PowerForm in DocuSign? 


A PowerForm is an easy way to create a self-service document for signature. Once you have created a PowerForm, DocuSign generates a URL that can be posted or distributed directly through email. To create a PowerForm, you will first need to create a template in DocuSign. 

Note: Templates and PowerForms in DocuSign require extra permissions. If you do not see the New option in your Templates tab, this indicates you do not have permissions to create templates. To request permissions, please fill out the DocuSign Request to Send Form and specify in the "Describe the document types you will be sending with DocuSign" field that you would like template/PowerForm permissions.

To create a PowerForm:

Step 1: Sign into DocuSign

Sign into DocuSign and navigate to your Templates tab.

Step 2: Create PowerForm

Next to your template, click Use and select Create PowerForm from the dropdown.

Step 3: Create PowerForm Page

On the Create PowerForm Page, review the settings for the PowerForm and add additional instructions to the initial PowerForm page in the "Instructions for First Recipient Only" field. When ready, click Create.

Step 4: Share the PowerForm

In the PowerForm URL window, copy the link and start sharing it with users!

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Article ID: 133833
Wed 8/11/21 2:12 PM
Fri 12/17/21 10:41 AM