@Suz - You can have one PowerForm pointing to the template that includes all the documents for the same client.   Is there a reason why these PowerForms are different?

I had no idea you could do this.  I’ve been posting the powerform links on my site and the client clicks each one and fills them out and signs.  The forms are not the same for every client.  Any suggestions?

@Suz - What changes between the forms and clients? Are there clients that need to fill out more forms but the forms are the same? 

I sent you a direct message as well.  For example (all real estate forms) a seller on septic versu one on public water would need a septic form.  A seller that has never lived in a house would need a different disclosure form than someone who lives in the house.  A house built before 1978 would need a lead based paint form.  etc

Hi @Suz,

I hope you are doing well.

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Best regards,   

Alejandro R. | Docusign Community Moderator   

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