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Need assistance with signing Powerforms

  • February 10, 2025
  • 5 replies
  • 61 views
R
New Voice
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We have a form that managers need to fill out.  Once they fill out the form, then their employees must read it and sign it.  I want the manager to be the only one to be able to fill out the form.  I want the employees to be able to see the filled out form but not be able to edit any of the information.  I just want them to sign it.

 

I tried using Powerforms but I can’t seem to get the workflow that I want.  I set up two roles as recipients (manager and employee).  I go to the URL and enter in the manager’s credentials and fill out the form and sign it.

 

When I go back to the URL as the employee, it wants me to enter in both the manager and employee login fields.  Plus once I log in, I do not see what the manager filled out.

 

Thanks in advance for your help.

Best answer by Michael.Rave

​@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.

5 replies

Michael.Rave
Docusign Employee
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  • Michael.RaveDocusign Employee
  • Docusign Employee
  • Answer
  • February 10, 2025

​@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.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
R
New Voice
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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).

Michael.Rave
Docusign Employee
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  • Michael.RaveDocusign Employee
  • Docusign Employee
  • February 10, 2025

​@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.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
R
New Voice
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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?

C
Community Moderator
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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

"Select as Best" below if you find the answer a valid solution to your issue.

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