Docusign Template sent through email

Question

We created a template for members to complete and sign. WE have multiple corporate people who need to send out the forms from their email not through docusign. Is there a way to create a fillable PDF with signature for members to complete. Please share guidelines to do that

Alexandre.Augusto · Accepted Answer

Hello, ​@knitschmanYou can think about using Powerforms or Webforms.Powerforms can be created using a Template. In you scenario, you can create a Powerform using the mentioned template, that will generate an URL. You can share that URL with your colleaguesso they can send emails with the URL to the members. A member when open up such email will see an URL (link) to the Powerform, when clicking he/she will be redirected to the welcome screen to fill up his/her name/email then start completing the form.Using a Webform is similar, but more flexible.Below, two links about how to create a Powerform and a Webform.Powerforms:Webforms:I hope that helps, if so, I’d appreciate your Like here.Best,Alexandre

marco.tanglao · Answer

Hello ​@knitschmanI hope you are doing well.I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find.Otherwise, let me know and I will gladly help you address the situation as soon as possible.Best regards,Marco Paulo | Docusign Community Moderator

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