How To Docusign Document

Step 2 add the recipient.

How to docusign document. If you selected the wrong file you also have the option of removing this document. You can now print or download your documents. Open the email and review the message from the sender. The document that you signed opens. Step 1 upload your document.

To rename a document in an envelope you can change the name of a document after you upload it to a docusign envelope. The number of pages are indicated. From your docusign account click new then click send an envelope. Then click send and docusign will email a link to the recipient where they can access the document. Review the docusign email.

Enter the email addresses of the recipients of the document. Click the upload a file button. Upload the document that needs to be signed and the tag the locations on the document that the recipients are required to enter their signatures or initials. Click review document to begin the signing process. Click upload a file to upload a document from your computer or click get from cloud to upload a document from an online location.

Docusign rooms bring people together in a secure digital space to complete complex agreements faster involving multiple people documents and stages. To send an agreement with docusign esignature upload your document then drag your signature text and date fields. Agree to sign electronically. Enter a new name a file extension is not required. Click review document to open the documents in your browser.

To set a signature location click on the recipient s email and then click signature tab to drag and drop the signature field to a location within the document where you want the recipients to sign the document. The document appears on the left side of the dialog box. Locate the document you want to upload and click open. Review the consumer disclosure and select the checkbox i agree to use electronic records and signatures click continue to begin the signing process. Click send for signature to finish.