How-to Guides: Form Owner

These pages provide step-by-step instructions that will guide you through getting your department forms in DocuSign along with creating a template and/or Powerform: 

DocuSign Guide
Title Description
Get your form in DocuSign Provide an overview of the required steps for getting your departmental forms in DocuSign
Create a template Create a template that includes preset routing, form fields assigned by recipient, automated reminders, and customized email messages to all recipients 
Share a template Share a template that you created with selected users or to the departmental shared folder
Create a shared folder Create a shared template folder for your department or unit
Create a Powerform Create and customize a PowerForm from an existing template