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Hi all

 

I have set up a template and I am using it as a PowerForm.  There are 4 roles for the template / PowerForm:

Submitter - who supplies all the info and initiates the PowerForm

Submitter Manager (signer 1)

Supplying Data…. (signer 2)

Receiving Data….(signer 3)

 

Even though all 4 roles are marked as “Needs to Sign” when I created the template, when the PowerForm is initiated, it is only requiring the first role to be filled out?  Can I get the other roles to be required as well?  The Submitter (first role) would supply all the info.

Please help

 

Thanks!

 

 

 

 

 

Hello @Barry Goldstein ,

Welcome to the Docusign Community and thank you for posting your concerns!

Sure, you can make the recipients required by editing the template that is used in the PowerForm, scrolling down to the needed recipients and select CUSTOMIZE > Advanced Settings > “Don’t allow senders to delete recipient”. Please repeat steps for all the needed recipients.

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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