Content Comparison

Workflow Name

Displays at the top of the PowerForm in the banner

Instructions for the Sender

Displays at the top of the PowerForm under the workflow name.

As of 6/15/2022, HTML tags cannot be used to customize instructions for PowerForms. 

Role Name

• All role names must be unique

• Role name can be edited by clicking the pencil at the top of the recipient popup

Recipient (Email)

• Entry required if "Editable" is not checked

• If entering multiple addresses separated by comma:

  • Make sure to check the “Mark as recipient group” box

  • Make sure to uncheck the “Editable” box

    • Editable Recipient Groups are not supported

Add Recipient Group

• Select this option to use a Reusable Recipient Group

• Make sure to uncheck the “Editable” box

  • Editable Recipient Groups are not supported

This recipient is the sender

• This must be left unchecked as it is not supported with PowerForms

Mark as recipient group

• Check this box if entering a comma-separated email list for the recipient email; otherwise, leave it unchecked

Required

• If checked the requester will be required to fill in an email address before they can submit the PowerForm

Editable

• If unchecked, it will not be visible on the PowerForm

• This must be left unchecked if using a Reusable Recipient Group or entering a comma-separated email list

Add Private Message

• Select this option to include private messages

  • Variables can be added with “${variable}” where "variable" is replaced with the merge field document field name or recipient role name in the message. Do not include variables that contain level 1 data.

Role

• Recipient role definitions can be found here: Adobe Sign - Recipient roles

Two-Factor Authentication (2FA)

• "None" must be checked and all others must be unchecked