DocuSign: PowerForms

1. From the Templates page, locate the template you want to use for your PowerForm.
2. Click the template title to select it and open the Template Details view.
3. Click the MORE menu and select Create PowerForm.
   
4. The Create PowerForm dialog appears.
   
5. Complete the form as follows:
   1. Name. The name of your PowerForm.
   2. Email Subject - the subject of the email your signer receives with the email validation option. Most likely, you'll want to use the same subject as used for the template on which the PowerForm is based. This subject also represents the name of your envelope. You can customize it by using merge fields to insert the recipient's name or email address. When recipients complete your PowerForm, the selected merge fields are added to the title, making it easier to identify and locate specific responses on the Manage page.
      
      To add merge fields:
      1. Click in the Email Subject field.
      2. Select the merge field icon inside the field:
         
      3. Select the merge fields to insert in the email subject. Fields for the name and email address for each recipient on the underlying template are listed to choose from.
         
   3. Instructions for Signers: (optional) Enter instructions for your signers on how to complete your PowerForm. These instructions appear below the PowerForm Signer Information when a signer initiates the form.
   4. Require email validation: Signer must verify their identity through email before accessing and signing the PowerForm. Recipient provides email address and then receives a validation code for the PowerForm. Recipient must retrieve the code and provide it in order to sign. This option enables the following fields:
      1. Email Message - this text appears at the top of the browser with your PowerForm documents, once the signer passes email validation. Most likely, you'll want to use the same message as used for the template on which the PowerForm is based.
         Note: Your account setting may require email validation for all PowerForms. Check with your account administrator for more information.
   5. Set usage limit: Usage limits lets you control how much or how often your PowerForm is used. Your account plan may allow for only a limited number of PowerForm documents, so limiting the usage would be important to controlling your allotment. Specify limits for usage of your PowerForm as follows:
      1. Maximum # of Submissions - the total number of envelopes that can be generated from your PowerForm. This limit includes all initiated envelopes, whether or not the signer finished signing. You can edit this value anytime after the PowerForm is created, even if it has reached a previously entered limit.
      2. Minimum Time Between Submissions - enter a whole number value and select the time unit (minutes, hours, days, weeks, or months). This limit controls how often the same recipient can sign the same PowerForm.

5. Click CREATE to create and activate your PowerForm. Once your PowerForm is activated, you can distribute it for signers to access.
   

1. Initiate the PowerForm in one of the following ways:
   1. From the Successfully Created dialog, click the PowerForm URL link. Or the COPY URL button and then paste the link into a browser.
   2. From the Template Details view, in the Associated PowerForms section, click the Copy URL Then paste the link into a browser.
      
2. In the PowerForm Signer Information form, enter your name and email address, and click Begin Signing.
   
3. If your PowerForm requires email validation, retrieve the validation code from your email and enter it. Your PowerForm document displays.
   
4. Once you finish signing, you can review your completed documents as described in View PowerForm Responses.

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 make changes to the associated template. If you delete the template, the associated PowerForm is also deleted, while any completed envelopes from the PowerForm remain in your account.

1. From the Manage page, expand the PowerForms folder on the left to display all PowerForms.
   
2. Select the PowerForm you want to edit and click the ellipsis, then select View Template.
   
3. Click the Actions menu next to the PowerForm you want to edit and select Edit PowerForm.
   
4. In the Edit PowerForm dialog, you can modify the settings as described in Create a PowerForm.
5. To change the associated template for the PowerForm, select Replace Template, then locate and click on the new template to use. The new template association appears in the Edit PowerForm dialog. The URL for the PowerForm is unchanged.
   
6. When you are finished making changes, click Update.

1. From the Templates page, locate the template with the PowerForm you want to edit.
2. Click the actions menu and select Edit PowerForm.
3. When you are finished making changes, click Update.
4. In the Edit PowerForm dialog, you can modify the settings as described in Create a PowerForm.

If you deactivate the PowerForm then it cannot be distributed to signers. You can reactivate the PowerForm at any time.

When you delete a PowerForm, only the PowerForm itself is deleted. The underlying template and any documents generated from the PowerForm are unaffected.

1. From the Manage page, expand the PowerForms folder on the left to display all PowerForms.
2. Locate the PowerForm you want to edit and click the ellipsis, then select View Template.
3. In the Associated PowerForms section, click the Actions menu next to the PowerForm you want to modify and then select one of the following:
   1. Deactivate - to keep the PowerForm but deactivate it from use; the PowerForm status changes to Inactive
   2. Delete PowerForm - to delete the PowerForm from the account; only the PowerForm is deleted

1. From the Manage page, expand the PowerForms folder on the left to display all PowerForms.
2. Select the PowerForm you want to edit and click the gear icon, then select View Template.
   
3. In the Associated PowerForms section, click the Actions menu next to the PowerForm you want to modify and then select Change Sender.
   
4. Use the Search field or scroll to locate and then select the new sender.
   
5. Click Done to change the PowerForm sender to the selected user.

When creating a PowerForm from a template, consider the following:

• First recipient must be a placeholder role. The template can have more than one recipient, and you can use a mix of placeholder and person (named) recipients. However, the first recipient must be a placeholder. A placeholder is just a role, not a named recipient. So on the template, the recipient is represented by the entry in the Role field only—the Name and Email fields are left empty. The role can be anything, for example "Signer," "Contractor," "approver 1," and so on.
• A PowerForm is initiated from the PowerForm URL by the first recipient in the signing order; other recipients must initiate signing from an email notification.
• To control who initiates the PowerForm, use a signing order in the associated template. The first recipient (which must be a placeholder, not a named person) initiates the PowerForm.

Note: If you want to specify the name and email information for the first recipient, you can pre-populate the recipient’s information in the PowerForm by customizing the URL