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?
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.
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.
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.
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