Skip to main content
Legacy User
May 7, 2019
Solved

Complete PowerForm now but sign later

  • May 7, 2019
  • 16 replies
  • 151 views

​I'm creating a powerform that needs to be completed by the "Leader" and then go through four more signatures before coming back (could take weeks) to the originating Leader to approve the entire process. If I set up recipient 1 and 5 as the same role/person, it asks for the signature when the form is being completed. How do I set it up so that the initiator doesn't sign until the form is routed to the others first?

Best answer by Community Expert

Add another Recipient to the process or workflow. Basically we use Powerforms for something similar in which the process or workflow starts and ends with the same person, this individual fills out the powerform, it routes to multiple other individuals and then back to the first person for final signature. The Recipient flow looks something like this.....

Recipient 1 - Signing Order 1 - John - Needs to Sign

Recipient 2 - Signing Order 2 - Tom - Needs to Sign

Recipient 3 - Signing Order 3 - Sue - Needs to Sign

Recipient 4 - Signing Order 4 - John - Needs to Sign

The important part is assigning the appropriate fields or actions to the specific Recipient. In the above example, filling out most of the form is associated to Recipient 1, but the actually Signature field is assigned to Recipient 4 (same person), so the entire process happens before a final signature.

16 replies

Legacy User
May 7, 2019

I tried that once as well but generally getting the font size, style exactly right is difficult at best.

Legacy User
May 7, 2019

Do you set yours to "read only" ?  Also, I don't seem to have "collaboration" enabled on our account.

Legacy User
May 7, 2019

Yes, any hyperlink custom fields I use I set to "read-only".

Collaborative fields is a feature that is specific to DocuSign Account plans. I would check with either your DocuSign Account Manager or DocuSign Support to see if this should be enabled based on your plan.

Legacy User
May 7, 2019

I did email our Account Manager and am waiting to hear back. Thanks for all of your help today!

Legacy User
May 7, 2019

Ya know, I'm still not getting hyperlink correct. When I click on it the link path shows up above the link but it doesn't open. I must have the link in the wrong place.

Legacy User
May 7, 2019

Make sure your "pop-up" blocker is disabled on your browser. Hyperlinks in DocuSign open in a pop-up window.