DocuSign is a tool that allows addition of electronic signatures (e-signatures) to multiple types of files, as well as verification dates, initials, and other fields and forms to a file. This article demonstrates and provides step-by-step instructions for uploading a document to DocuSign, applying an E-signature/Initial/Date, and sharing the signed document with others.
The below video contains a demonstration of the process to upload a document to DocuSign, apply an E-signature/Initial/Date, and share the signed document with others.
Step-by-step instructions for this process are as follows:
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After you are logged into DocuSign, there are places where you can upload the document. Both will produce the same steps and results.
A) Clicking the "Manage" Tab, and then click "New" and choose "Sign a Document", or
B) Upload your document from the "Home" tab, by clicking "START" and selecting "Sign a Document" (or dragging it from your computer to the dotted-line area)
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Once "Sign a Document" is selected, an upload screen will appear where you can upload the document from your computer.
Once uploaded, it will prompt you to "Review & Act on These Documents". The first time, you will be asked to accept terms & conditions of the service, and then click "Continue". Going forward (for future uploads), you will only need to click "Continue"
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Once you click "Continue", the document will load, and you can scroll through it.
When you have located where you would like to add your signature, choose "Signature" on the left menu "Field" section, and then move your mouse pointer to where you want the signature to be added. Click that area, and the signature will be added there.
The same steps as above can be used for "Date Signed" or "Initial" if you choose to use these fields. Note that you can add a signature, initial, or date signed to multiple areas/pages throughout the document if needed.
If you wish to remove a placement, click on the X at the upper right corner of that placement.
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When complete, click FINISH at the top right. This will load the SIGN AND RETURN page. You can use this page to send the signed file to one or more recipients.
If you wish to add additional recipients, complete the name and email address for the first recipient, before clicking " + Add Recipient". You can change the subject line and add a message to your recipient(s) as needed.
When completed, if you wish to send the email, click 'SAVE AND CLOSE" and it will be sent to your identified recipients. If you do not wish to send an email, click "NO THANKS".
Regardless of which option you choose, you will immediately receive an email letting you know your document is completed, and will be directed to the "Inbox" within the Manage Tab, which is where you can see all documents you have added and their completion status.
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