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.


Edit the associated template 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.

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Edit Templates