|Explained||A PowerForm is a template that allows you to create self-service documents for signature without writing any code. A PowerForm is initiated from a unique, secure URL that you make available for signers to complete.||Templates help streamline the sending process when you frequently send the same or similar documents, or send documents to the same group of people.|
- With PowerForms, you can create a DocuSign transaction without having to send the documents from your DocuSign account. You can link the PowerForm on your website, or distribute as a secured link through email.
- Signers can access and sign your forms on demand, making PowerForms a way to capture signatures and data from people whom you do not know ahead of time.
- You can use your saved templates to start a new envelope. Everything defined in the saved template is applied and added to the new envelope.
- You can use the template as is, or you can add additional files, modify signing fields, add recipients, and add and modify messages.
- Requires a Business Pro plan
- To create a PowerForm, you must have PowerForm administrator permissions.
- 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.
- The Sign in Person recipient action is not supported with PowerForms because the Signing Host must have an account and the signer may not have an existing DocuSign account.
- Collaborative Fields are not recommended. Collaborative fields allow signers to negotiate changes with one another. If your PowerForm is distributed without requiring email validation, collaborative fields that require changes to be approved by all signers will not work.
- Document Visibility is unsupported
|Use Case||Example — Event Registration |
Your company is getting ready for its annual conference. The conference is open to anyone interested in your company. Since you don't have a specific invitation list, in order to allow anyone to sign up, you create a PowerForm for registration and post the link to the form on your company's website. Prospects visit the website and sign up using the DocuSign PowerForm. Once the conference registration closes, you download a CSV file containing all of the form data collected in the PowerForm, and you use the data to see who is attending, and plan for the event.
If you send an envelope containing multiple files and you want to control which files each recipient sees, you can use document visibility to accomplish this. A common scenario is you want recipients to see only those files which they need to sign.