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