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hi,

I have not created a Powerform in a while.  I can see where some templates have Powerforms.   I see there’s an option to edit a powerform, but when I click on that option, I don’t see the actual link, or any other option I used to see - like changing the sender,etc.  I’m an administrator in DocuSign, as I’ve always been. Has something changed with Powerform permissions?

 

I finally found where I can edit the Powerform and change the sender,etc… it has changed since last I’ve done this! 

Thanks,

maggie

update - I finally found where I can edit and change sender - thanks

Hi ​@maggie.gallotti 

I saw the update on your post. Thank you for letting us know that the issue has been resolved on your end. It’s great to hear that things are working now. If anything else comes up or you hit another roadblock, don’t hesitate to reach out here in the Community.

For future reference, here’s the article on how to Edit PowerForms.

You can modify an existing PowerForm, and your changes apply to any future use of the PowerForm. You can edit the PowerForm details, and you can replace the associated template.

Note: If you need to change any template details, such as the documents, recipients, or fields, you must edit the associated template. See the topics beginning withEdit Templates for more information.

Note: To change a PowerForm, you must have PowerForm Administrator permissions. If you can't follow the instructions in this section, check with your account administrator to ensure you have the necessary permissions. For more information on setting user permissions, see the Permission Profiles topic.


Wishing you a smooth rest of your day!


Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue


Hi ​@maggie.gallotti ,

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.

 

 


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