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Collecting Personal Information via DocuSign PowerForm

  • March 18, 2025
  • 1 reply
  • 6 views

taurn.diaaceutics
Newcomer
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Hi everyone,

I need to send a DocuSign form to 50 individuals to collect their personal information, such as bank details. I want to ensure that each recipient receives the form without being aware of the others. I understand that PowerForm is the right solution for this.

My question is: Can I consolidate all the information shared by these 50 individuals into a single CSV or Excel file?

Thanks in advance for your help!

1 reply

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Hello ​@taurn.diaaceutics,

Thank you for contacting us, and welcome to the DocuSign Community! We are excited to have you join us and are eager to share our knowledge with you.

I understand that you need to send forms to 50 individuals in order to gather personal information, which you then want to consolidate into a single CSV or Excel file. Please know that I'll gladly assist you with this.

You are correct that you can utilize PowerForm to accomplish your objective and download the responses, which can be exported into one consolidated CSV file. From the PowerForms List, you can download the form data from the envelopes initiated from your PowerForms. When you download the form data, you get a CSV file containing the data collected by the PowerForm for all of the envelopes you sent.

 

On the CSV, it includes a column of their responses:

 

I recommend conducting some initial testing too. Here's an article: View PowerForm Responses

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

I hope you find this helpful. If you believe this response effectively addresses your question, please click “Select as Best” to help other users with similar questions, locate it more easily. Should you require any additional assistance, feel free to reach out. Thank you!

 

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.