Docusign Template sent through email

Hello, ​@knitschman 

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

Hello ​@knitschman 

I 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