I am just wondering what Is the best way to create a form and share this as a link on a ‘welcome email’ that anyone with the link can fill out? As opposed to having to email each new client individually.
Hi
Thank you for reaching out here in 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 below
Note: 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.
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Feel free to let us know if you need further assistance with this.
Best regards,
Alejandro R. | Docusign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
Hi
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!
Hi Christos,
To add to Alejandro’s suggestion, I would recommend Web Forms as an option, this can be shared with a hyperlink.
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