DocuSign PowerForm

A PowerForm is a way to create self-service signing documents without having to send the documents directly from the DocuSign account. It is initiated from a unique, secure URL that is made available for signers to complete. PowerForm allows us to capture signatures and data from people whom we do not know ahead of time. The URL can be linked to a website, added to a form, or distributed via email.

Create a PowerForm

  1. Sign in to DocuSign.
  2. Click on Templates > New > Create Template
  1. Add a name and description for your template
  2. Upload the document(s) that need to be signed
  1. Add Recipients and Customize Message
    1. Add the role of the signer, e.g. Steering Committee Member, but leave the name and email fields blank. The role will appear when signers open the URL and add their name and email to start the signing process.
    2. Add role, name, and email of person who needs to receive a copy. For projects, add a member of the project team.
    3. If you want the signed documents to automatically save to a Box folder, enter the email address of the Box folder as one of the Roles. See Allow email uploads to a Box folder.
    4. Customize subject and email message, if appropriate


NOTE: The cc' section on the landing page is not locked to editing. Recommend adding DO NOT EDIT to the role description field.

6. Click Next and add relevant fields for signer by dragging the objects from the Standard Fields menu and dropping them in the appropriate place in the document.

7. Note any required fields by checking or unchecking the "Required Fields" box

8. Click Save and Close

9. Go to My Templates and select the form that needs to be turned into a PowerForm

 

  1. Fill in the Name, Email Subject, and Instructions for First Recipient (this can include explanatory text of the intent of the form). This information will show on the landing page when the signer clicks on the URL. PowerForm Signer Information is a standard heading that can't be edited.

Edit a PowerForm or Template

  1. Go to My Templates page and click on the applicable template
  2. If you need to edit the template itself, select "Edit"
  1. If you need to make changes to the instructions that appear on the landing page for signers:
    1. Scroll down to the Associated PowerForm sections
    2. Click on Actions > Edit PowerForm

Access the PowerForm URL

  1. To retrieve the URL, click on the template, go to ‘Associated PowerForms’ and under Actions, select ‘copy URL’  

Signing Process

1. Share URL via email or add to website or portal

2. The URL directs the signer to the landing page. The signer needs to enter their name and email and start the signing process.

3. Once they have completed the signing process, they are directed to the MakeWay website.

4. Copies of signed forms are automatically sent to the signer, recipients in cc, and stored in DocuSign. Completed forms can also automatically be saved in Box by adding a Box folder email address as a cc recipient.