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New Voice
May 10, 2024
Solved

Powerforms tempaltes

  • May 10, 2024
  • 4 replies
  • 84 views

Can I set a signer and then set for executed copies to go to other individual emails?  It seems when I make a template that has a signer then 2 copy recipients I cannot use tht template in a power form.

Best answer by JohnSantos

@Kerrilynne - You might want to restrict the sender of the PowerForm and not allow edits or the cc recipient to be deleted.   You can do that by going to the recipients Customized options.

 

4 replies

JohnSantos
Guru
Guru
May 10, 2024

@Kerrilynne - You might want to restrict the sender of the PowerForm and not allow edits or the cc recipient to be deleted.   You can do that by going to the recipients Customized options.

 

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.
New Voice
May 10, 2024

When I set recipients to only get copy the template cannot be used to create a powerform … is that true? Am I missing something?  I can create a powerform with a template that only has a signer….

JohnSantos
Guru
Guru
May 10, 2024

@Kerrilynne - You need at least one recipient to be a signer.

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.
Docusign Employee
May 27, 2024

Hi @Kerrilynne,

 

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!