How To Change The Sender In Docusign Templates And Power Forms

DocuSign: PowerForms

Final Updated: September i, 2017 11:45:44 AM PDT

Acquire how to use DocuSign PowerForms.

About PowerForms

A PowerForm is a way to create a self-service document for signature without writing whatever code. A PowerForm is initiated from a unique, secure URL that yous make available for signers to complete. For example, your company creates a PowerForm for employee PTO requests, and posts the link to the request form on the company intranet.

PowerForms are created from a saved template. Merely a unmarried template tin be referenced by the PowerForm. The person who creates a PowerForm becomes the PowerForm sender and is the sender of the envelopes generated by the grade. The PowerForm sender has the PowerForm-generated envelopes in their business relationship equally sent items. The sender is also the person who receives the e-mail notifications when a PowerForm is completed. The PowerForm data can exist retrieved as XML or CSV files for apply in other applications.

Two types of PowerForm users:

PowerForm Senders can access the PowerForms list, can download and send PowerForms that are assigned to them past the Form Masters. Senders can also see completed, signed PowerForms that they sent, whether by email or by logging in to their DocuSign account.
PowerForm Form Masters have the same access as PowerForm senders, simply can also create and edit PowerForms. Additionally, PowerForm administrators can extract the data set, in XML or CSV format, from completed PowerForms.

The procedures beneath assume that you have a completed template fix to use for your PowerForm. See Create Templates for more than information on how to set up a template.

Create a Powerform

From the Templates folio, locate the template you want to utilise for your PowerForm.
Click the template championship to select it and open the Template Details view.
Click the MORE menu and select Create PowerForm.
The Create PowerForm dialog appears.
Complete the grade equally follows:
1. Name. The name of your PowerForm.
2. E-mail Subject - the subject field of the email your signer receives with the email validation option. Most probable, yous'll want to utilise the same subject as used for the template on which the PowerForm is based. This subject as well represents the name of your envelope. You can customize it by using merge fields to insert the recipient'south name or email accost. When recipients complete your PowerForm, the selected merge fields are added to the title, making it easier to identify and locate specific responses on the Manage page.
  To add merge fields:
  1. Click in the Email Bailiwick field.
  2. Select the merge field icon inside the field:
  3. Select the merge fields to insert in the e-mail subject. Fields for the proper name and e-mail accost for each recipient on the underlying template are listed to choose from.
3. Instructions for Signers: (optional) Enter instructions for your signers on how to complete your PowerForm. These instructions appear below the PowerForm Signer Information when a signer initiates the form.
4. Require e-mail validation: Signer must verify their identity through email before accessing and signing the PowerForm. Recipient provides e-mail address and and so receives a validation code for the PowerForm. Recipient must retrieve the code and provide information technology in order to sign. This option enables the following fields:
  1. E-mail Bulletin - this text appears at the summit of the browser with your PowerForm documents, one time the signer passes email validation. Most likely, you'll want to utilise the same bulletin every bit used for the template on which the PowerForm is based.
    Note: Your account setting may require electronic mail validation for all PowerForms. Bank check with your account administrator for more information.
5. Set usage limit: Usage limits lets y'all control how much or how oft your PowerForm is used. Your business relationship programme may permit for merely a limited number of PowerForm documents, so limiting the usage would be important to decision-making your resource allotment. Specify limits for usage of your PowerForm as follows:
  1. Maximum # of Submissions - the total number of envelopes that tin be generated from your PowerForm. This limit includes all initiated envelopes, whether or non the signer finished signing. You tin edit this value anytime after the PowerForm is created, even if information technology has reached a previously entered limit.
  2. Minimum Fourth dimension Between Submissions - enter a whole number value and select the fourth dimension unit (minutes, hours, days, weeks, or months). This limit controls how oftentimes the aforementioned recipient tin can sign the same PowerForm.

Click CREATE to create and actuate your PowerForm. Once your PowerForm is activated, you tin can distribute it for signers to admission.

Examination your PowerForm

Edit PowerForms

Edit a PowerForm from the templates folio

From the Templates page, locate the template with the PowerForm you desire to edit.
Click the deportment menu and select Edit PowerForm.
When you are finished making changes, click Update.
In the Edit PowerForm dialog, you tin can alter the settings equally described in Create a PowerForm.

Deactivate or delete a PowerForm

If y'all conciliate the PowerForm and so information technology cannot exist distributed to signers. Y'all can reactivate the PowerForm at whatsoever fourth dimension.

When yous delete a PowerForm, only the PowerForm itself is deleted. The underlying template and any documents generated from the PowerForm are unaffected.

From the Manage page, expand the PowerForms folder on the left to display all PowerForms.
Locate the PowerForm y'all want to edit and click the ellipsis, then select View Template.
In the Associated PowerForms section, click the Actions menu next to the PowerForm you lot want to modify and then select one of the following:
1. Conciliate - to keep the PowerForm only deactivate information technology from use; the PowerForm status changes to Inactive
2. Delete PowerForm - to delete the PowerForm from the account; merely the PowerForm is deleted

Edit powerform actions screenshot

Change the PowerForm sender

Template recipient requirements for PowerForms

When creating a PowerForm from a template, consider the following:

Kickoff recipient must be a placeholder role. The template can have more than than ane recipient, and you can use a mix of placeholder and person (named) recipients. Nonetheless, the commencement recipient must be a placeholder. A placeholder is simply a role, non a named recipient. So on the template, the recipient is represented by the entry in the Role field simply—the Name and Email fields are left empty. The role can exist anything, for instance "Signer," "Contractor," "approver 1," then on.
A PowerForm is initiated from the PowerForm URL by the commencement recipient in the signing society; other recipients must initiate signing from an email notification.
To command who initiates the PowerForm, utilise a signing social club in the associated template. The offset recipient (which must be a placeholder, non a named person) initiates the PowerForm.

Note: If you want to specify the name and e-mail data for the first recipient, you can pre-populate the recipient's information in the PowerForm past customizing the URL