@Robert Cappalli
You should have signing order enabled when setting up the template to use with the PowerForm.
When the manager (1st recipient) fills out and completes the PowerForm, the employee (second recipient) will receive the envelope for signature. They will receive an email notification from Docusign to access the document the manager created. It will have a unique, personal URL to Docusign embedded in the email.
The employee cannot access the envelope through the PowerForm URL. This is only for creating the envelope without logging into Docusign and sending it from templates. Besides the starting point, everything else will stay the same in Docusign eSignature.
Thank you, that makes sense. Once the manager fills out the form and the first employee signs it, how do I add additional employees later to sign it? Employees will be added over time and I will need to add them as recipients. It seems as if when I add a new recipient, it sends an email to the previous recipients. In addition, it makes me enter in a name and email address for the manager. From what I read, when creating a Powerform, you cannot fill in that info (you can only fill in the role).
@Robert Cappalli
You need to add all employees that need to sign the envelope as recipients to the template. When creating the envelope you need to specify all recipients that need to sign the document. Every time you access the PowerForm URL it will create a new envelope. Not sure if a PowerForm is actually needed in your case.
In your case, I would set up and share the template with the managers. So they can log into Docusign eSignature and send an envelope selecting the template available to them. The manager can create a copy of an existing envelope (with values) and send it to a different employee for signature at a later point in time. If they want new values, they can start a new envelope from the template, which will always be empty.
After all recipients have signed the envelope, the status changes from “In Progress” to “Completed” and you will not be able to correct it anymore and add more recipients, as “Completed” is a final status.
My problem is that the managers do not have access to Docusign so I have to manage this for them. Is it possible for them to fill out a web form and then be able to have additional people review the completed form and sign it? And be able to add recipients to the completed form over time?
Hi @Robert Cappalli,
I hope you are doing well.
I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Christopher | Docusign Community Moderator
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