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PowerForm Report

  • May 20, 2024
  • 2 replies
  • 150 views

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I created a powerform and am able to download the data from the forms. Currently I the only one that can pull this report. How do I share the powerforms so others can pull the report of data from the form?

Best answer by Alexandre.Augusto

Hello, @kberger 

 

You are welcome to the Docusign Community!

 

It’s possible to do that using a customized Permission Profile.

 

Your Admin can create a new or copy an existing Permission Profile then change the Powerform user permissions for Administrator so any user belongs to this new customized Permission Profile will get access to the Powerform folder and all its contents including the permission to download their data.

 

How to create a new Permission Profile: https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=pik1583277475390&topicId=eat1583277361347.html&_LANG=enus

 

I hope that helps!

 

Best,

Alexandre

2 replies

Alexandre.Augusto
Docusign Employee
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  • Docusign Employee
  • 703 replies
  • Answer
  • May 20, 2024

Hello, @kberger 

 

You are welcome to the Docusign Community!

 

It’s possible to do that using a customized Permission Profile.

 

Your Admin can create a new or copy an existing Permission Profile then change the Powerform user permissions for Administrator so any user belongs to this new customized Permission Profile will get access to the Powerform folder and all its contents including the permission to download their data.

 

How to create a new Permission Profile: https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=pik1583277475390&topicId=eat1583277361347.html&_LANG=enus

 

I hope that helps!

 

Best,

Alexandre


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  • Community Moderator
  • 2552 replies
  • June 3, 2024

Hello @kberger  ,


If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | Docusign Community Moderator
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