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Notifications for PowerForms

Forum|Forum|2 years ago
April 26, 2024
7 replies
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I have created a PowerForm to be used by our Human Resources department. There are two people in the HR department who should receive notifications when a form has been completed. I made one of them the sender. For the other, I added them as a CC on the template (see Template Screen Shot attachment). But, when I tested the form, I found that the name and email address i had added for the CC recipient are visible on the landing page of the PowerForm and can be edited by the 1st recipient (see PowerForm Signer View attachment). I don’t want the signer to be able to change this or even see it. Is there a better way to ensure that the HR rep gets a copy of the completed form? Surely, this cannot be a unique issue - it seems to me to be a fairly basic need.

Best answer by JohnSantos

@Teri.Maier - For sure you can turn it off in Advanced Settings for Recipients:

Follow these steps:

Navigate to the “Add Recipients” section of the template.
Open the ‘More’ dropdown option and select ‘Advanced Settings’.
Set the Recipient Modification boxes to not allow senders to edit and not allow senders to delete.
This way, the first recipient won’t be able to modify the CC recipient’s information on the landing page.

JohnSantos

Answer

Guru

@Teri.Maier - For sure you can turn it off in Advanced Settings for Recipients:

Follow these steps:

Navigate to the “Add Recipients” section of the template.
Open the ‘More’ dropdown option and select ‘Advanced Settings’.
Set the Recipient Modification boxes to not allow senders to edit and not allow senders to delete.
This way, the first recipient won’t be able to modify the CC recipient’s information on the landing page.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

T

Teri.Maier

Author

Active Voice

Thanks, John! This helped - when i tested, i was no longer able to edit the name and email address for the HR Rep. Is there a way to make the notification occur entirely in the background so the signer does not see this at all? If not, is there at least a way to edit the instructions that appear above the HR rep’s info? The instructions say “Please provide information for any other signers needed for this document.” This is misleading for the signer since they don’t have to do anything at all in these fields. Thanks!

JohnSantos

Guru

@Teri.Maier - One way to do this is to move the name and the email address of the signer directly on the form. This will skip the landing page all together.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

T

Teri.Maier

Author

Active Voice

I’m not sure I understand. How would I do that?

JohnSantos

Guru

@Teri.Maier - Add two fields on your form directly: Full Name and Email Address for the signing recipient in your workflow.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

A

Alejandro.Ramos

Docusign Employee

Hi @Teri.Maier,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Alejandro R. | Docusign Community Moderator

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

N

NCCEH

Newcomer

Does this mean that the only way to get notifications of a PowerForm being completed is to add an email address as the a copied party? Shouldn’t there be an administrative notification option for completed forms?

-thanks

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