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Legacy User
Sep 8, 2015 12:53 PM UTC
Solved

Sending Documents as links instead of emails

Hi guys, I am testing this service for me company. I would like to send documents via a link within an email I type to my clients instead of sending from doscusign. Is this possible? If so, how?

Many thanks,

Tim

Docusign Employee
Sep 9, 2015 6:50 PM UTC

Welcome to the community, 

Yes you can, with our Powerform Feature.  Here is an (https://www.docusign.net/MEMBER/PowerFormSigning.aspx?PowerFormId=005a95cf-15fa-47db-957d-39839c0c5f11) Example . You must first create a template on which to base the Powerform. Learn more in our Support Resources

 

Note: In the template used to generate the Powerform, the first recipient can only have a role name.  The email and name fields must be blank. If not, you will encounter the error “the template must contain a role recipient”

To enable, please contact your (https://support.docusign.com/login?from=/accountOverview) Account Manager  

Happy DocuSigning, 

Marc

2 replies

Docusign Employee
Sep 9, 2015 6:50 PM UTC

Welcome to the community, 

Yes you can, with our Powerform Feature.  Here is an (https://www.docusign.net/MEMBER/PowerFormSigning.aspx?PowerFormId=005a95cf-15fa-47db-957d-39839c0c5f11) Example . You must first create a template on which to base the Powerform. Learn more in our Support Resources

 

Note: In the template used to generate the Powerform, the first recipient can only have a role name.  The email and name fields must be blank. If not, you will encounter the error “the template must contain a role recipient”

To enable, please contact your (https://support.docusign.com/login?from=/accountOverview) Account Manager  

Happy DocuSigning, 

Marc

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Legacy User
Mar 1, 2019 12:33 AM UTC

Hi, I know this is an old form but wanted to ask here before doing the upgrade on my account.

I'm looking to have a "static" form available in a kiosk type setting where I won't know the recipients who will need to digitally sign a document ahead of time. Ideally, this would be a link on an iPad or computer that the user can walk up to, fill out, and we'd receive/manage that on the backend. Is this the right solution I should look at?

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