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Legacy User
September 13, 2018
Solved

Publish link to on website

  • September 13, 2018
  • 11 replies
  • 294 views

Can I post a link to one of my templates to a public website?  If so, please provide link to instructions

Thnx

Best answer by Community Expert

Your DocuSign plan may nor may not include a feature called (https://www.docusign.com/features-and-benefits/features/powerforms) PowerForms . PowerForms are basically a self-service wrapper around a template that provides a URL you can publish on your website or email to specific people who need to fill out a form. Rather than you sending an envelope to a specific recipient, anyone with access to the link can inititate an envelope and sign as the first recipient in the template's workflow.

The template must have the first recipient defined as a Role only (no name or email address). The person who clicks the link will be prompted to enter their name and email to fulfill that Role and then begin signing the document(s) in your template.  The template may have additional recipients defined beyond that but they will receive an email requesting them to sign after the initiator completes their signing.

Read more about (https://support.docusign.com/guides/ndse-user-guide-using-powerforms) Using PowerForms .

Regards,

Michael

11 replies

Legacy User
March 14, 2019

Apologies, I thought the ask was more on how to embed the URL rather that where to locate the Powerform URL. Here are the steps I use:

1) Login to DocuSign and go to Templates.

2) Locate the Powerform

3) Click anywhere on the Powerform, it shows the line highlighted in a light blue.

4) This should bring you into a screen where you see an "Actions" in the bottom right corner

5) Click on Actions and select "Copy URL"