Unable to save PowerForm Data / Selected template is not valid for a PowerForm

Error

  • The selected template is not valid for a PowerForm. At least one file and one placeholder recipient are required. (New DocuSign Experience)

Issue

PowerForms cannot be created without satisfying a few requirements on the underlying template.
  

Solution 

Edit the associated template file and confirm that the following are true:
  • All roles have a Role Name defined
  • At least one recipient role exists
  • Tags exist for each Signer role
  • A document is uploaded to the template
Most commonly, the underlying template will not have a role defined.


 
Share
Was this content helpful?
Still need help?
Visit the Community
DocuSign customers ask and answer questions for each other.
Go To the Community
Contact Support
A customer service rep can help answer your questions.
Contact Support