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Create PowerForm

PowerForms in eSignature are extensions of templates that allow eSignature authors with the PowerForms role to create a link to share forms with end users instead of sending out individual documents to be filled out and signed.

  1. Select a template.
    1. Click the Template link to open the template page.

    2. Click the down arrow  

      down arrow

      on the dropdown menu on the same line as the template you want use to create a PowerForm. 

    3. Click Create PowerForm. 

      the templates page with the dropdown menu expanded
  2. Edit the Name, if needed
  3. Edit the Email Subject, if needed.

  4. Type Instructions for First Recipient Only, if needed. 

    the create powerform page

  5. Edit Options.  

    the create powerforms page with the options tab visible
    1. Click the Options link.
    2. Check the Require email Validation checkbox.
    3. Edit the Message to All Signers, if needed.
    4. Select Usage Settings, if needed. 

  6. Click the Create button  

    create button

    to create the Powerform.

  7. Copy the link to share as needed. 

    the powerform url page
 

Critical Note

After you have created your PowerForm, test it by sending it to yourself or someone in your area to complete. Be sure all roles are tested and the document functions as expected.