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


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

Error: The selected template is not valid for a PowerForm. At least one file and one placeholder recipient are required.

Error: Unable to save PowerForm data.


Minimum requirements for a Template to be eligible to become a PowerForm:
  • First recipient has a Role only, no name or email filled in
  • Tags exist for each Signer role
  • At least one recipient role exists
  • A document is uploaded to the template

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