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Salesforce Admin Group, Trichy
DocuSign powerform
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
Salesforce Admin Group, Trichy
Speaker
Arun Rajasekar
MST Solutions
Today’s Agenda
• Introduction
• Security
• Envelope
• Powerform
• Why DocuSign powerform and its advantages?
• Demo (features)
• Limitations
• References
• Questions & Answers
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.
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
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.
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.
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
Demo
Logo
CREATE POWERFORM DEMO DOCUSIGN POWERFORM
FIELD MAPPING
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
Logo
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
DocuSign Power Form

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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