Delegate a Powerform to person B after person A completes the form, but does not sign it.

We use DocuSign for processing B2B credit applications. A common scenario we encounter is that an administrator at a customer’s company fills out the credit application form (sent via a Powerform linked to our credit application template), but afterward, they need to send it to an executive for signature.

Much to their frustration, they discover that they cannot delegate the envelope to someone else once the form has been filled out. This limitation creates friction in our workflow and causes confusion for our customers.

Having the ability to delegate an envelope after the form is completed would be a significant improvement for our business use case.

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@Nicholas.Burdohan

Add an Executive recipient to the template and use roles.
Edit your credit application template and add a second recipient with a role name like “Executive.” Do not hardcode name or email. Set signing order so the admin is 1 and the executive is 2. PowerForms created from templates with placeholder roles will prompt the initiator to enter each role’s name and email and then route in that order. This gets you the handoff without any manual delegation.

John,

I really appreciate your reply. The method you describe is something I tried, but I assumed it did not work with PowerForms because when trying to save the template as a PowerForm, I get the error “Cannot create a PowerForm from the selected template. Direct signing mode is not enabled for PowerForms.” I am not finding any options for changing this. Am I missing something?

Thank you,

Nicholas

@Nicholas.Burdohan

You’ll need to set up both the admin and the executive as recipients in the PowerForm, assigning them the role of Needs to Sign.

For the admin, only assign the specific text fields they need to complete. A signature tab is not required for them.
For the executive, assign all remaining fields, including the signature and date tabs.

I’ve included a sample PowerForm example here for reference.

John,

That’s how I attempted to set up the PowerForm. It turns out I had to select “Require email validation” from the options menu and it resolved the error message I was receiving.

Thanks again, I really appreciate your help.

Nicholas

Hi @Nicholas.Burdohan

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