Welcome!

Industrial IoT Authors: William Schmarzo, Elizabeth White, Stackify Blog, Yeshim Deniz, SmartBear Blog

Blog Feed Post

Quick Tip- Learn How To Create Powerforms from Templates!

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!

Happy DocuSigning!

 

Read the original blog entry...

IoT & Smart Cities Stories
Dion Hinchcliffe is an internationally recognized digital expert, bestselling book author, frequent keynote speaker, analyst, futurist, and transformation expert based in Washington, DC. He is currently Chief Strategy Officer at the industry-leading digital strategy and online community solutions firm, 7Summits.
Digital Transformation is much more than a buzzword. The radical shift to digital mechanisms for almost every process is evident across all industries and verticals. This is often especially true in financial services, where the legacy environment is many times unable to keep up with the rapidly shifting demands of the consumer. The constant pressure to provide complete, omnichannel delivery of customer-facing solutions to meet both regulatory and customer demands is putting enormous pressure on...
IoT is rapidly becoming mainstream as more and more investments are made into the platforms and technology. As this movement continues to expand and gain momentum it creates a massive wall of noise that can be difficult to sift through. Unfortunately, this inevitably makes IoT less approachable for people to get started with and can hamper efforts to integrate this key technology into your own portfolio. There are so many connected products already in place today with many hundreds more on the h...
The standardization of container runtimes and images has sparked the creation of an almost overwhelming number of new open source projects that build on and otherwise work with these specifications. Of course, there's Kubernetes, which orchestrates and manages collections of containers. It was one of the first and best-known examples of projects that make containers truly useful for production use. However, more recently, the container ecosystem has truly exploded. A service mesh like Istio addr...
Digital Transformation: Preparing Cloud & IoT Security for the Age of Artificial Intelligence. As automation and artificial intelligence (AI) power solution development and delivery, many businesses need to build backend cloud capabilities. Well-poised organizations, marketing smart devices with AI and BlockChain capabilities prepare to refine compliance and regulatory capabilities in 2018. Volumes of health, financial, technical and privacy data, along with tightening compliance requirements by...
Charles Araujo is an industry analyst, internationally recognized authority on the Digital Enterprise and author of The Quantum Age of IT: Why Everything You Know About IT is About to Change. As Principal Analyst with Intellyx, he writes, speaks and advises organizations on how to navigate through this time of disruption. He is also the founder of The Institute for Digital Transformation and a sought after keynote speaker. He has been a regular contributor to both InformationWeek and CIO Insight...
Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life settlement products to hedge funds and investment banks. After, he co-founded a revenue cycle management company where he learned about Bitcoin and eventually Ethereal. Andrew's role at ConsenSys Enterprise is a mul...
To Really Work for Enterprises, MultiCloud Adoption Requires Far Better and Inclusive Cloud Monitoring and Cost Management … But How? Overwhelmingly, even as enterprises have adopted cloud computing and are expanding to multi-cloud computing, IT leaders remain concerned about how to monitor, manage and control costs across hybrid and multi-cloud deployments. It’s clear that traditional IT monitoring and management approaches, designed after all for on-premises data centers, are falling short in ...
In his general session at 19th Cloud Expo, Manish Dixit, VP of Product and Engineering at Dice, discussed how Dice leverages data insights and tools to help both tech professionals and recruiters better understand how skills relate to each other and which skills are in high demand using interactive visualizations and salary indicator tools to maximize earning potential. Manish Dixit is VP of Product and Engineering at Dice. As the leader of the Product, Engineering and Data Sciences team at D...
Dynatrace is an application performance management software company with products for the information technology departments and digital business owners of medium and large businesses. Building the Future of Monitoring with Artificial Intelligence. Today we can collect lots and lots of performance data. We build beautiful dashboards and even have fancy query languages to access and transform the data. Still performance data is a secret language only a couple of people understand. The more busine...