Newcomer

Solved

Why can't I find the option to create PowerForms on our Business Account?

Forum|Forum|2 years ago
August 8, 2024
4 replies
770 views

Hello! We are trying to set up a PowerForm but can’t find that feature. I’ve followed this guide: https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=mfo1583277360424.html&_LANG=enus but cannot find the option to enable PowerForms. Can someone guide us on how to enable this?

Best answer by Michael.Rave

@E. Aguilar

In that case, please open a Docusign Support case and ask them to enable the PowerForm feature for you.

When you can see the PowerForm option in the Settings menu, create a permission profile and set the PowerForm permission to Admin. Then create a template and after that add the PowerForm.

This Docusign Support article may help you, once you can enable the feature.

Michael.Rave

Docusign Employee

@E. Aguilar

What Docusign plan are you on?

PowerForms are only included in Business Pro and Enterprise Pro. They are not included in the Personal and Standard plans.

If you can’t see the PowerForm feature you are likely on the Standard plan.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

E

E. Aguilar

Author

Newcomer

Thanks for your response, Michael! Our organization has a Business Pro plan. We’re unsure why we can’t find the option to create one.

Michael.Rave

Answer

Docusign Employee

@E. Aguilar

In that case, please open a Docusign Support case and ask them to enable the PowerForm feature for you.

When you can see the PowerForm option in the Settings menu, create a permission profile and set the PowerForm permission to Admin. Then create a template and after that add the PowerForm.

This Docusign Support article may help you, once you can enable the feature.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

C

Christopher.Alpizar

Docusign Employee

Hi @E. Aguilar,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful. 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,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.