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I work at a unversity and one of the uses of DocuSign is sending student installment request forms or refund request forms. It would be great if the counterparty can initiate the form instead of us sending them out upon request.

Hi,

Thank you for reaching out to the DocuSign Community.

If you want to create a transaction by creating a link for your clients to access, without having to actually send the envelope the PowerForms feature will be a good option for you. 

With PowerForms, you can create a DocuSign transaction without having to send the documents from your DocuSign account. You can link the PowerForm on your website, or distribute it as a secured link through email.

PowerForms help create a self-service document for signature without writing any code. A PowerForm is initiated from a unique, secure URL that you make available for signers to complete. You can distribute this URL directly to recipients by email, or you can embed the URL in a web page for recipients to access. 

Please keep in mind that available options may vary based on your account plan. Your account plan might not support some options. For more information about which options are available for your account, you can review your account plan with your Account Team or contact DocuSign customer support.

Here are some resources that you might find useful:

Using PowerForms 

Create a PowerForm 

Distribute a PowerForm

View PowerForm Responses 

You will need to take into account that depending on your current plan this feature might not be included, you can always check with your Account Team or DocuSign customer support, to verify if the feature is included with your current plan.

If you believe that you need further assistance, or require the assistance of a live agent, you can always create a Support Case to have a Support agent work with you. 

https://support.docusign.com/s/contactSupport

If you are not able to open a  Customer Support case via the above link, you can scroll  down to More Support Options and select "I can't reset my password or don't have an account." you will have the option of filling out the form or calling Support.

Please click "Select as Best" below if you found the answer to be a valid solution to your issue. 

Thank you for using DocuSign, we hope you have a wonderful rest of your day!

Best regards,

Rebeca | DocuSign Community Moderator

powerforms has a lot of limitations.

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