DocuSign Power Form
- 1. Salesforce Admin Group, Trichy DocuSign powerform
- 2. Kadhar Basha J Salesforce Admin Group, Trichy Trailblazer Community Group Leader MST Solutions Sundaravel J Salesforce Admin Group, Trichy Trailblazer Community Group Co-Leader MST Solutions Salesforce Admin Group, Trichy
- 3. Salesforce Admin Group, Trichy Speaker Arun Rajasekar MST Solutions
- 4. Today’s Agenda • Introduction • Security • Envelope • Powerform • Why DocuSign powerform and its advantages? • Demo (features) • Limitations • References • Questions & Answers
- 5. Introduction Log o • DocuSign is the most reliable and globally trusted service for electronic signatures and approvals. Discover the DocuSign that's right for you. • Signatures and documents are uploaded will encrypted and a unique hash created. • DocuSign's services are offered either by subscription or free of charge as a mobile device app.
- 6. Security Log o Methods of verifying signer identity • Email address: signers enter their own email address, which is compared to the email addressed used in the invitation • Access code: the sender supplies a one-time passcode that signers must enter • Phone call: signers must call a phone number and enter their name and access code • SMS: signers must enter a one-time passcode sent via SMS text message • Knowledge-based: signers are asked questions about information, such as past addresses or vehicles owned
- 7. Envelope Log o • An Envelope object is the overall container for a DocuSign transaction. It contains: • One or more documents that will be signed electronically. Information about the sender. Status information that tracks delivery and signature progress.
- 8. Powerform Log o • A 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. • PowerForms are created from a saved template. • Only a single template can be referenced by the PowerForm.
- 9. Why DocuSign powerform and its advantages? Logo No coding is required To create a PowerForm, just PowerForm administrator permissions are enough. Pricing is more affordable - $10 per month Easy to integrate with multiple products at a time We can track logs
- 10. Demo Logo CREATE POWERFORM DEMO DOCUSIGN POWERFORM FIELD MAPPING
- 11. Limitations of Powerform Logo Sign in Person recipient action is not supported with Powerforms Not secure to pass data in URL Time delay to update Salesforce records No option to create records on custom object
- 12. Logo
- 13. Logo PowerForm creation https://support.docusign.com/en/guides/ndse- user-guide-create-a-powerform Pre-populate fields - 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