I am stunned at the lack of functionality of DocuSign. I obviously did not kick the tires enough before I purchased a plan. I made a template, made a Powerform, tested the power form and thought, "Great!" Now I am trying to manage the forms and the interface is one disappointment after the next.
I am with a soccer club. I need the same forms signed by 700 players. I want to use PowerForm and post the link to our website.
Problem 1: I cannot add any fields to identify the user. Name and email only. I want users to be able to enter parent name, player name, team, email. This basic function is not an option.
Problem 2: Since I have no identifying information, I will need to look at each individual parent name, look up their child, look up what team they are on, move that form to that folder.
Problem 3: No bulk download. ARE YOU KIDDING ME? I will open 700 forms and download them individually? One of our forms is a medical release that needs to be present at each game. The point of using DocuSign was to have that stored and printable. I found a workaround in one of these forums that involves forwarding to a Gmail land auto downloads to a drive. Ridiculous that I need to set something up like this and I don't even know if it will work.
What I see as my options
1. Create 40 versions of the same form and name it according to the team. When the forms come in I will be able to see the team name, multi-select and place them into a folder. This will involve 40 links on our website with the hope that all the parents will click the correct team (they will not).
2. Leave as is and look up each player and move them to a folder - 700 times.
3. Abandon PowerForms (the reason I paid extra) and figure out a bulk mailing - can I organize those returns?
Any insight or help would be greatly appreciated. The basic question is - how can I best manage the signed forms? Best to take time ahead with the setup or time moving after they are signed? Or abandon PowerForms and do a bulk mailing by team?