Sending
Assigning this recipient action means you need help identifying the rest of the recipients' name and email address.
Specify a Recipient
What will be the envelope status if you decline to sign?
Voided
Other ways to create a template
Save an envelope as a template and Create Copy of existing template.
The signer verifies their identity through email before accessing and signing the PowerForm.
Email Validation
999
If authentication has failed and the attempts have maxed out, what should you do as a Sender?
Resend envelope
This option allows you to scan and upload the document to a computer or print a fax cover sheet and return the document via fax.
Print and Sign action
What is the file format if a template is downloaded?
Zip file, JSON format
How to distribute PowerForm so signers can access it by demand?
Embed Code
Editing Bulk File errors can be made in where?
CSV Bulk File itself
What are the 4 kinds of Fields that can trigger Conditional Logic?
This feature allows a Recipient to pass on to someone else the signing responsibility.
Assign to Someone Else option
How to Organize templates?
This allows the PowerForm creator to delegate managing responses to someone else.
Change PowerForm Sender
What should be done to field properties so as to provide a meaningful label to the Bulk File?
Edit Data Labels
What must be done first to better reference the formula field to other fields?
Data label - to add a descriptive label on the reference fields
This feature allows the recipient to Cover up/ White out text and add new text over the old text or in a blank region of the document.
Markup
(all other Recipients must review and approve the changes then initial the changes before the document can be finalized )
If enabled, every page of the files are being checked for matches. If OFF, only the 1st and last 25 words or the entire uploaded document are checked.
Page-level Template Matching
When is a Powerform URL changed?
Delete-recreate a Powerform.
In a template, where can we generate the sample bulk recipient CSV file?
(i) icon
- to open a tool tip where we can download a sample CSV template
What will happen or show when you mistakenly send out an envelope to a typo-error email address?
Auto Responded: Correct to fix email address errors.
(Correcting the envelope allows you to edit the email address)
When sending a payment with Signing, what does it mean when clicking Pay Now.
Payment has been approved, but has not been charged to your account yet.
(he payment won't be charged to your account until the envelope is complete and everyone who needs to sign has signed.)
How to properly merge 2 templates in 1 envelope?
Role Name, Routing Order, Authentication must be consistent across templates.
Envelopes created from signing PowerForms can be viewed where?
Sent Folder
PowerForm View
What can we see in a deleted bin when we Bulk Send?
Temporary processing envelope
- happens while the bulk send envelopes are being generated, this will be deleted in the system shortly