How To Create A Powerform In Docusign

Technical

DocuSign PowerForm

Arun Rajasekar

The 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.

Create your base Template

From the Templates page, clickNEW and selectCreate Template.

Then, upload your source document to create a template

To create a PowerForm

PowerForm Administrator is mandatory to create a powerform.
From the Templates page, select any template you want to use for your PowerForm.
Click the actions menu and selectCreate PowerForm.

Once the PowerForm is created, copy the URL of the form and place it in your button to call the powerform as mentioned below

<form action="POWERFORM URL" method="POST"><input class="form_submit" type="submit" value='Click here for the Verification form.'/> </form>

Consideration

For creating powerform, recipient name and email should blank.
Role field is mandatory to create a powerform.
Default authentication will be skipped if we use the standard Name and Email field in the template.

Field mapping in powerform

Once the power from is created, click on the Admin tab at the top of the screen
Select Connecton the left sidebar, and then click on theSalesforce Configuration.
Select theNew Object button and selectSalesforce Object as mentioned below.

If the mapping wants to trigger when the powerform is completed, then check the "On Completed Envelope Only" checkbox
Select Salesforce Objectdropdown box defines Salesforce objects. So, select the Salesforce object where there the field update needs to be happen.
Where Condition will check the records needed to be updated as mentioned below.

Salesforce.com fields represent respective fields for above mentioned object in Salesforce.
DocuSign fields represent Standard fields and Custom fields used in powerform

Attach DocuSign envelop and certificate check box that will allow us to store attachment as pdf in Salesforce.

Reference

Create PowerForm :Create a PowerForm – DocuSign eSignature User Guide | DocuSign Support Center

Prepopulate values: https://support.docusign.com/en/guides/ndse-user-guide-populate-custom-document-fields-in-a-web-powerform

Field mapping: https://support.docusign.com/en/articles/How-to-configure-a-PowerForm-to-writeback-to-specific-Salesforce-records

Arun Rajasekar

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