What are PowerForms

A PowerForm is a self-service document you initiate by making a unique URL available for signers to complete.  

Examples include: A publically available access request form, an internal web page equipment loan form, or a private URL to submit your timesheet.  

A PowerForm is created from a saved template. Please view our Template 101 PowerPoint training for more information.

Note: Use your UMass log-in to view the videos.

Please view DocuSign’s PowerForm Overview information for more.    

PowerForm Template Restrictions

When creating a PowerForm, the following template features cannot be used: 

• Conditional Recipients are currently not allowed.  (You may need to re-create your template if it once contained conditional recipients.) 
• Sign-in person feature is not available.
• Collaborative fields are not recommended.
• Document Visibility is unsupported. 

How to Submit a PowerForm Request

Review your template to meet the accessibility standards requirements.

Once you’ve designed your template, a UMass IT PowerForm Administrator will generate your URL or embed code.  Please fill out the ServiceNow PowerForm Request to initiate this process.  

A UMass IT PowerForm Administrator will respond to you within 2 business days with your PowerForm URL.  

For more information about Additional Options, testing your URL, and template requirements, please view DocuSign’s help documentation.  

Note:  Complete the ServiceNow request form (matches the instructions above) as you are not able to make a powerform yourself.