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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
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Docusign Template sent through email
- Newcomer
Best answer by Alexandre.Augusto
Hello,
You 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 colleagues so 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
+18- Docusign Employee
- Answer
Hello,
You 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 colleagues so 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
- Community Moderator
Hello
I hope you are doing well.
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