Signature Block Receipt Book Template Made Easy

How to make a receipt book

do you want to learn how to set up our forms in DocuSign just stay tuned [Music] welcome back to the channel itself Ian here I'm a digital signature and workflow mention consultant and today I'm gonna talk to you about power forms so first what is a powerful power for MS a DocuSign template that has a unique URL that your recipients can access to send you an envelope themselves an example of a use case for powerful will be an application form for loan for example if your mortgage broker you may want to make the power form available on your website so that your customers can fill out the application form without you sending them the DocuSign envelope alright now let's jump in computer I'll show you how to set one up to create a power form you need two things first a business pro or above subscription with DocuSign and the second thing is a template so if you haven't created template before I would invite you to go and check my how to create a template tutorial first before you finish with the rest of this video and I'm going to assume that you know how to create a template the first thing you need to make sure you do is that the first recipients contact details must be left blank because you don't know who they are yet you can't include a name and email in the first placeholder here so in the example of this lesson I'm going to be using a car rental application form let's just say we work for a BC rental and we want this form to be available on our website so that customers can make a booking without us needing to send to send them anything so it's just a normal form we just want the details upload their license select what car they want and I was in sign as well so I've already built all the fields and everything is set up but what I want to make sure is that my first recipients name and emails are left blank and if in your example you're not sure about the number of people who are going to be filling out the form for example if it's a loan application that you're creating it could be a couple or sometimes it's just a single application you can just add an extra recipient and that recipient will not be required which means if first recipient who is triggering the sending process of this power form doesn't enter the details of that second recipient that second recipient will just be skipped so in our example let's just say that that could be the second driver of the car we can just call that recipient client - and we can give them a signing order in position 1 so that they'll be asked to sign at just after or at the same time of client 1 and then we can just sign in close once you've done that just click on the drop-down and click on create a power form here you can customize the email subject and message the same way you would be able to do in in a normal template or envelope and then you click on create and once you're here taki son gives you a URL so that URL can just be copied and pasted into by browser so you can just share that link with anyone by email for example and so this is what the users of your power form will see when they click on the link so they'll be asked to enter their name and email and only the first recipient is required as you can see we can skip the second one so I can just enter my name and my email address and the signing process will start but I've just realized that I made a mistake so if you have a look here I as designer have the ability to change always going to receipt is powerful and most likely you will not want applicants or your customers or whoever is using a powerful and to do that so what you need to do to stop your power form users for and changing the actual recipients details is to go back to your template in DocuSign and you're going to edit and here you can see that I've got my two recipients I'm gonna click on more advanced edit and I'm gonna click on don't allow senders to edit or delete and I'm gonna do the same thing for my accounts team so more advanced settings don't allow senders to edit or delete recipients now I'm gonna save and close and now if i refresh the power form as you can see as the sender only have the option to fill out my own details and the client number twos details so now that I've clicked on begin signing the owner of the power form has just paid one envelope so that is something you need to be aware of and so there you go so that looks exactly like the normal signing process and if I as soon as I'll click on finish the manager of ABC rental will receive the notification so that they can fill out their part and it's exactly the same process as sending a normal envelope from here one thing that's pretty cool with power form is that you don't necessarily need to add field for recipients you can just make the document available and then they can just act on the document the way they want so let's just go back to our powerful and this time I will add my details to both client 1 inclined to so that you can see what happens when acting is client 2 and so now I've just accessed the envelope using the second link which was sent to climb 2 and as you can see even though client two doesn't have any fields I can actually drag and drop the field as I want from the left hand side and so that can be particularly handy when sometimes you're not sure what the recipients will need to do based on the actual situation and if you ever need to access the URL of your power form again you will find it in the template section of your way back then click on the name of the template on which the power form has been created and at the bottom you will find actions click on copy URL and this is the link you can directly copy from here and send to your recipients by email for example but if you want to go one step further and embed the power form in your web website you can just click on embed code and copy and so from your website builder just add a HTML block and paste the code that you got from DocuSign and I'll show you exactly what it looks like you can obviously customize the look of it but there you go customers can now go on my website and click on the customer application form and they'll be taken straight to the beginning of the signing process of the powerful how you convert your templates into power forms if you answer some more assistance with DocuSign where there are templates power forms or integrations you can use the link in the description of this video to book a free estimates call with me so that we can discuss your setup and my consulting options in a post regular DocuSign and workflow automation content related videos on here so if you want to be notified of the next upload make sure you hit the subscribe button before you need a channel I'll see the next video but until then happy signing [Music]