How To Use A Docusign

In this brief focused course nick brazzi helps you get started with this popular electronic signature solution.

How to use a docusign. Step 1 open the docusign email. This includes docusign click docusign simplified sending and any third party integration that relies on esignature. Review the consumer disclosure and select the checkbox i agree to use electronic records and signatures. Drag and drop docusign fields to indicate where you need a signature initial or date. You can also add standard or custom fields for signers to fill in.

Go to your docusign account upload the pdf that requires a signature drag and drop the signature field to the right location on the pdf sign and email your completed document with a digital signature. Agree to sign electronically. Click continue to begin the signing process. Use this method if someone sent you an email containing a docusign document that must be signed step 2 click review document. Step 2 add the recipient.

Nick shows how to digitally sign documents you receive from docusign users as well as how to set up your own docusign. It s the yellow button in the email. Click upload a file to upload a document from your computer or click get from cloud to upload a document from an online location. Therefore it can be used by the employees easily. Small and medium businesses can use docusign in order to track business process by sending reminders to recipients view audit trails and even users can simply upload documents and create the templates which are reusable.

Once you agree the document will open. Docusign s easy to use digital transaction platform lets users send sign and manage legally binding documents securely in the cloud. Locate the document you want to upload and click open. See how docusign helps companies and individuals go fully digital. Click review document to begin the signing process.

Docusign emails a link to each recipient which they can use to access the document. From your docusign account click new then click send an envelope. Open the email and review the message from the sender. Learn how to use docusign to quickly create distribute and manage documents requiring electronic signatures. Use docusign esignature to easily upload and send documents for electronic signature from anywhere and on any device.