How To Docusign Document

Open the email and review the message from the sender.

How to docusign document. Locate the document you want to upload and click open. Create an account on docusign if you don t already have one and then log in to your docusign account. Paste the security code from the docusign completed email and click go. The document appears on the left side of the dialog box. Get the security mobility reliability and ease of use you need to digitally transform your business with the docusign agreement cloud esignature solutions.

To rename a document in an envelope you can change the name of a document after you upload it to a docusign envelope. If you selected the wrong file you also have the option of removing this document. From the prepare view after you upload a file to an envelope click the menu icon below the document name and select rename document. 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. Enter a new name a file extension is not required.

Click upload a file to upload a document from your computer or click get from cloud to upload a document from an online location. Clm docusign clm complements esignature by managing the agreement lifecycle before and after the signature. Try online signing for free. Click review document to open the documents in your browser. Step 2 add the recipient.

Then click send and docusign will email a link to the recipient where they can access the document. Review the consumer disclosure and select the checkbox i agree to use electronic records and signatures click continue to begin the signing process. 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. To send an agreement with docusign esignature upload your document then drag your signature text and date fields. Agree to sign electronically.

Click review document to begin the signing process. The document that you signed opens. The number of pages are indicated. Enter the email addresses of the recipients of the document. Click the upload a file button.