|By An Bui||
|January 31, 2014 11:36 AM EST||
In today’s Quick Tip we are demonstrating how to easily create PowerForms from templates!
Note: Today’s Quick Tip focuses on how to create PowerForms from templates. If you are not sure how to create a template, click here.
Step 1: Click the Create tab on the upper left hand side of the screen and select PowerForm.
Step 2: Give your PowerForm a name and select the option(s) of your choice.
The first option allows you to choose if you want your PowerForm to be active or not. If you want the link to be live, check Active.
The second option selects your signing mode. You have two choices: Email or Direct. The Email option will send an email to the email address provided by the signer.
The signer must also enter an access code, which is provided in the email, to access the envelope.
*Note: The Email signing mode offers an added level of authentication compared to the Direct signing mode. So if you are hosting your PowerForm on the internet where it’s available to anyone, it is advisable to use the Email signing mode for the additional level of security.
The Direct signing option still prompts the signer to enter their name and email address, but doesn’t require an access code to access the envelope.
Step 3: Choose the template used in the PowerForm. You can either Choose an Online Template or Browse From Your Computer.
If the template you want to use is saved in your DocuSign account, click the Choose an Online Template option. If the template is an XML file saved on your computer, click the Browse From Your Computer option.
After the template is uploaded, the information is automatically populated including the recipients, message, and routing order.
Step 4: Now you can add additional instructions, as well as limit the number of times and how often, the frequency, the PowerForm can be used.
Step 5: Once you are satisfied with your template, click Save in the upper right hand corner.
*Note: The screen will remain the same after you click save. Click Close to return to the Manage tab.
Step 6: To access the PowerForm that you just created, click PowerForms located underneath the Templates section on the bottom left hand of the screen.
From there you will see the PowerForm you just created!
If you would like to to check out a step-by-step video tutorial on how to create a Powerform from Templates, check out the video below!
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