How To Use Docusign Com

So we ve compiled a few tips to help you find your way around the e.

How to use docusign com. How to use docusign to send documents in 5 easy steps. Click review document to begin the signing process. Try docusign free today. Click continue to begin the signing process. If you re not already signed in to your account sign in now.

They allow to collect information signature and even payments. Sign in to your docusign account to electronically sign documents request signatures check document status send reminders and view audit trails. Then click send and docusign will email a link to the recipient where they can access the document. Once the document is complete it s stored securely for easy retrieval. Docusign is relatively intuitive but as with most online tools it can take a little getting used to if you re new to it.

Open the email and review the message from the sender. Now that you have set up all the preliminary information click on send to docusign on the next screen. The main difference is that there s no limit on the number of word or pdf documents they can contain and they also automatically route to the next recipients. To send an agreement with docusign esignature upload your document then drag your signature text and date fields. Docusign envelopes work in a very similar way than your old normal paper ones but they re much better.

Review the docusign email. Review the consumer disclosure and select the checkbox i agree to use electronic records and signatures. Use this method if you have a docusign account and want to upload a document from your computer to sign. If you received an email containing a docusign link and or document use this method instead. From here docusign will take over and open up another window.

You can also add standard or custom fields for signers to fill in. 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. Try online signing for free. Press continue to docusign. See how docusign helps companies and individuals go fully digital.