Sending templates without emailing them?

Question

Hello!! I’ve been trying to look this up, but getting no where. In my minimal experimentation, I have been unable to figure this out either. I’m curious if this is simply not a feature of Docusign or if I’m just missing something?

When sharing a template during a Zoom call, the Zoom app makes me log in to Docusign and then makes me email the form to the person I want to share it with. Is there a way to NOT email it to them? I simply want to be able to share the template in-meeting and have them sign it right then and there.

Any help would be appreciated, thank you!

Alejandro.Ramos · Accepted Answer

Hi @mayadee,Thank you for reaching out to the Docusign Community.For this scenario, I would recommend you look into our PowerForms feature. With PowerForms, your business can generate on-demand, self-service documents for signature. You’ll be able to eliminate document preparation time (by using a pre-existing template), and easily pull collected data into your existing applications. A link can be generated that can be emailed, sent via SMS (on certain enterprise plans), or embedded into your website.For more details on how to use PowerForms, please click on the link belowPowerForms OverviewNote: Some advanced features and options are supported only in certain Docusign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.Compare eSignature plans & pricingFeel free to let us know if you need further assistance with this.Best regards,Alejandro R. | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

Alejandro.Ramos · Answer

​Hi @mayadee,I hope you are doing well.I would like to confirm if the suggested solution answers your question?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!

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