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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

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

 

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

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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