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Hi guys, I am testing this service for me company. I would like to send documents via a link within an email I type to my clients instead of sending from doscusign. Is this possible? If so, how?
Many thanks,
Tim
Solved
Sending Documents as links instead of emails
- Legacy User
Best answer by Community Expert
Welcome to the community,
Yes you can, with our Powerform Feature. Here is an (https://www.docusign.net/MEMBER/PowerFormSigning.aspx?PowerFormId=005a95cf-15fa-47db-957d-39839c0c5f11) Example . You must first create a template on which to base the Powerform. Learn more in our Support Resources
- (https://support.docusign.com/videos/Classic-DocuSign-Experience-PowerForms) Powerform Video
- New Experience : P(https://support.docusign.com/guides/ndse-user-guide-using-powerforms) owerform Guide
- Classic Experience: (https://support.docusign.com/guides/powerforms-user-guide) Powerform Guide
- (https://www.docusign.com/blog/quick-tip-tuesday-create-powerforms-from-templates) Quick Tip Tuesday: Create PowerForms From Templates
Note: In the template used to generate the Powerform, the first recipient can only have a role name. The email and name fields must be blank. If not, you will encounter the error “the template must contain a role recipient”
To enable, please contact your (https://support.docusign.com/login?from=/accountOverview) Account Manager
Happy DocuSigning,
Marc
- Docusign Employee
- Answer
Welcome to the community,
Yes you can, with our Powerform Feature. Here is an (https://www.docusign.net/MEMBER/PowerFormSigning.aspx?PowerFormId=005a95cf-15fa-47db-957d-39839c0c5f11) Example . You must first create a template on which to base the Powerform. Learn more in our Support Resources
- (https://support.docusign.com/videos/Classic-DocuSign-Experience-PowerForms) Powerform Video
- New Experience : P(https://support.docusign.com/guides/ndse-user-guide-using-powerforms) owerform Guide
- Classic Experience: (https://support.docusign.com/guides/powerforms-user-guide) Powerform Guide
- (https://www.docusign.com/blog/quick-tip-tuesday-create-powerforms-from-templates) Quick Tip Tuesday: Create PowerForms From Templates
Note: In the template used to generate the Powerform, the first recipient can only have a role name. The email and name fields must be blank. If not, you will encounter the error “the template must contain a role recipient”
To enable, please contact your (https://support.docusign.com/login?from=/accountOverview) Account Manager
Happy DocuSigning,
Marc
- Legacy User
Hi, I know this is an old form but wanted to ask here before doing the upgrade on my account.
I'm looking to have a "static" form available in a kiosk type setting where I won't know the recipients who will need to digitally sign a document ahead of time. Ideally, this would be a link on an iPad or computer that the user can walk up to, fill out, and we'd receive/manage that on the backend. Is this the right solution I should look at?
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