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Frank Gonzales

Frank Gonzales

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  • Individuals initiating the form can supply the appropriate email address(es).

  • They're launched via a unique URL, and there are no restrictions on who may use it. However, provisioned Cal Poly staff and faculty will need to authenticate with their Cal Poly Portal credentials to launch the form, while everyone else will be taken to directly to the signing session.

  • Once a PowerForm has been successfully submitted, the first recipient will receive an email to the address submitted with a link to the Adobe Sign form.

  • Any valid email is accepted by PowerForms. There is no validation against the Cal Poly Directory.

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Agreement Name

  • Displays in the subject line of emails and in Adobe Sign for the sender & signers.

  • Displays in the "Agreement Name" section of the PowerForm if it is not hidden via the #WFSettingWFSetting_HideAgreementName setting.

  • Replacement variables can be added with “${variable}” where "variable" is replaced with the merge field document field name or recipient role name.

Message

  • Displays in the email body to all recipients and as a message from the sender within each signing session.

  • Replacement variables can be added with “${variable}” where "variable" is replaced with the merge field document field name or recipient role name.

Cc

  • Displays on the PowerForm after the "Recipients" section if marked as "Editable" and the "Maximum" value entered exceeds the number of default email addresses entered.

  • Use for recipients who always need to receive a copy as there is no role for "Receives a Copy" in the "Recipients" section of the workflow designer.

  • To remove CCs from the PowerForm:

    • Set the minimum & maximum number to “0” (if you skip this the PowerForm will fail. This bug will be resolved with the mid-May update)

  • To allow the requester to add CCs:

    • Check "Editable"

    • Set both a minimum & maximum number

    • The number of default emails entered will be deducted from the minimum and maximum number of CCs shown on the PowerForm.

    • Example: Entered value = "test1@calpoly.edu;test2@calpoly.edu", minimum = 3, & maximum = 8. This will result in 6 CC's showing on the PowerForm with the first one required.

  • To enter emails and not allow requester to add CCs:

    • Check "Editable"

    • Set a minimum & maximum number that matches the number of email addresses entered

    • Example: Entered value = "test1@calpoly.edu;test2@calpoly.edu", minimum = 1, & maximum = 1. This will result in 0 CC's showing on the PowerForm.

  • Entered emails will not be shown on the PowerForm.

  • To send to more than one email, use a comma or semicolon between each address.

Send Options
Set password to open downloaded PDF

  • This setting should never be used. The password is not retrievable in any way and will prevent your department from accessing the signed agreement as well.

Send Options
Completion deadline

  • A completion deadline sets the maximum number of days that all recipients have to sign the agreement before it expires.

Send Options
Allow authoring of documents prior to sending

  • This setting should never be used. It does not work with PowerForms.

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  1. To supply settings to the PowerForm application:

  2. As “merge fields” which can be used for:

    • Variable replacements in the "Agreement Name", "Message", and “Private Message” fields of the Workflow Designer

    • Pre-filling form fields on documents

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Note

Before publishing, it should be tested to ensure the , Workflow Info, Agreement Info, Recipients, Documents, and Sender Input Fields sections have all been correctly configured.

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