Create a PowerForm

A PowerForm is created from a saved template. Only one template can be linked to a PowerForm. The PowerForm is initiated from a unique, secure URL that the sender makes available for signers to complete their template. PowerForm URL can be shared on a website and/or through email.

For more information about PowerForms, please see Create a PowerForm

Important Notes:

• User must have DocuSign Sender permission set with PowerForm role set to Standard User.

• Reminders and expirations will work for all signers, except for the first signer that initiates the PowerForm.

• Cannot create a PowerForm with bulk send functionality.

• In the Create PowerForm dialog, if email validation is not required, then the signer will see the template message.

• In the Create PowerForm dialog, if email validation is required, then the signer will see any instructions noted and the email message.
  Note: PowerForm fields, Instructions for Signers is optional and Email Message is required if Email Validation is used.