Washington University in St. Louis is using DocuSign to transform its digital environment and eSignature space. DocuSign streamlines our processes, streamlines our workflows, and provides connectivity across campuses. In the last edition of “Learning with DocuSign,” we discussed Voiding Envelopes. The focus of this installation will be on how WashU uses PowerForms in DocuSign.
PowerForms enable you to create self-service documents for signatures by using a unique, secure URL or embedding them on a website. You can also automate the approval process by using this process through DocuSign. PowerForms allows your department create self-service, on-demand documents for signature. PowerForms can help you eliminate document preparation time and easily pull data into your existing applications. Additionally, PowerForms feature DocuSign security and a user-friendly experience throughout the university.
WashU employees can create their own PowerForms and host them on their websites. If you already have DocuSign envelope sender access, check to see if you have:
- The PowerForms option under Manage
- The Create PowerForm option on a template.
If so, follow these steps to get started:
- Take the WashU IT – DocuSign: PowerForms online course in Learn@Work.
- Review the course attachments for best practices and helpful links.
- Log in to the demo environment to test PowerForms features.
- If you see that you do not have access to create PowerForms in the demo environment, request this by submitting a ServiceNow request for DocuSign Sender Access. You will be contacted to schedule a 30-minute onboarding session.
- Start building your forms.
There are multiple classes regarding DocuSign in Learn@Work.
Additional DocuSign guides and resources can be found on the WashU IT DocuSign Resources & Support page.