Create On Demand Forms using PowerForms

How much easier would it be if your Docusign templates were available on demand for your signers? You can achieve that through the use of PowerForms. PowerForms are self-service forms that you can create directly from your eSignature templates. When a PowerForm is created, a unique URL is made available for you to distribute externally. You can place the URL on your company website, send it via an email, etc,. to drive people to your form.

Follow the below steps to get started:

1. Template Requirements:

Before setting up your PowerForm, you’ll need to make sure your template meets the following requirements:

• The first recipient must be a placeholder role with the “Needs to Sign” action.
• A PowerForm is initiated from the PowerForm URL by the first recipient in the signing order.
• For a full list of template requirements, click here.

2. Create a PowerForm

To create a PowerForm, head to the Templates tab > Click the ellipsis icon > Create PowerForm:

• Fill in the PowerForm Name, Email Subject, and “Instructions for first recipient only.”
• Consider using Email Validation to make sure recipients are using legitimate email addresses to fill out your form.
• Consider setting Usage Limits to set a limit on the number of responses or limit the number of times a single individual can fill out your form within a specific time frame.
• For more information on creating PowerForms, click here.

3. Manage PowerForms

Once your PowerForm is created, you can manage the settings and responses underneath your Agreements tab > PowerForms folder:

• To view your PowerForm responses, you can click on the hyperlink under the Responses column OR choose to download a CSV file of the response data within a specific date window.
• Use the ellipsis icon on the right to take additional action like locating your PowerForm URL, deactivating or deleting the PowerForm, changing the sender (owner) of the PowerForm, or editing the PowerForm settings.
• To learn more about managing your PowerForms, click here.

Additional Resources

• Eliminate Manual Tasks with Docusign eSignature Webinar
• What is a PowerForm?
• How to Create a PowerForm Video

Continue the Conversation

Are you currently using PowerForms?