A PowerForm is a way to create a self-service document for signature without writing any code. A PowerForm is initiated from a unique, secure URL that you 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. Only a single template can be referenced by the PowerForm. Once a PowerForm is created, you can change the associated template. The template must meet certain requirements to be used for a PowerForm. See PowerForm Overview video.
Important: To create or edit a PowerForm, you must have PowerForm Administrator permissions. If you are not able to follow the instructions in this section, check with your account administrator to see if you have the necessary permissions.
The person who creates a PowerForm, by default, becomes the PowerForm sender and is the sender of the envelopes generated by the form. The PowerForm creator can change the sender to any other user on the account who has the necessary permissions. The PowerForm sender has the PowerForm-generated envelopes in their account as sent items. The sender is also the person who receives the email notifications when a PowerForm is completed.
The following procedures assume that you have a completed template ready to use for your PowerForm. See Create Templates for more information on how to prepare a template and the Template requirements section.
With PowerForms, you can create a DocuSign transaction without having to send the documents from your DocuSign account. You can link the PowerForm on your website, or distribute as a secured link through email. Signers can access and sign your forms on demand, making PowerForms a way to capture signatures and data from people whom you do not know ahead of time.
PowerForms are created from templates. To create a PowerForm, you first create a template, then create a PowerForm from the template. For an extra layer of recipient authentication, you can require signers to complete an email validation before they can access and sign the PowerForm.
Data from all responses to a PowerForm can be retrieved as a CSV file for use in other applications.
User permission requirements
You must have the appropriate permissions set for your account and your user ID in order to create, use, and manage PowerForms. If you are not able to follow the instructions in this section, check with your account administrator to see if you have the necessary permissions. For details about PowerForm role permissions, see Permission Profiles.
Edit a PowerForm
You can modify an existing PowerForm, and your changes apply to any future use of the PowerForm. You can edit the PowerForm details and you can replace the associated template.