How to DocuSign a Document: A Step-by-Step Guide
Introduction
DocuSign is a popular electronic signature platform that allows individuals and organizations to create, send, and manage electronic documents. With DocuSign, you can automate the signing process, reduce paperwork, and increase productivity. In this article, we will guide you through the process of DocuSign a document, from creating a new document to sending it to recipients.
Step 1: Creating a New Document
To start DocuSign, you need to create a new document. Here’s how:
- Log in to your DocuSign account and click on the "Create a New Document" button.
- Choose the document type (e.g., contract, agreement, or invoice) and select the document template.
- Customize the document with your company’s branding and add any relevant information.
- Click on the "Save" button to create the new document.
Step 2: Adding Signers
Once you have created a new document, you need to add signers. Here’s how:
- Click on the "Add Signers" button and select the signer you want to add.
- Enter the signer’s name, email address, and other relevant information.
- Click on the "Save" button to add the signer.
Step 3: Setting Up Signatures
To set up signatures, you need to configure the document settings. Here’s how:
- Click on the "Settings" button and select the "Signatures" tab.
- Choose the signature type (e.g., digital or paper-based).
- Set the signature expiration date and other relevant settings.
- Click on the "Save" button to save the changes.
Step 4: Sending the Document
To send the document, you need to follow these steps:
- Click on the "Send" button and select the recipient’s email address.
- Choose the document type and select the recipient’s email address.
- Click on the "Send" button to send the document.
Step 5: Tracking the Signature
Once the document is sent, you need to track the signature. Here’s how:
- Click on the "Track" button and select the document type.
- Choose the tracking method (e.g., email or phone call).
- Click on the "Track" button to track the signature.
Step 6: Reviewing the Signature
To review the signature, you need to follow these steps:
- Click on the "Review" button and select the document type.
- Choose the review method (e.g., email or phone call).
- Click on the "Review" button to review the signature.
Benefits of DocuSign
DocuSign offers several benefits, including:
- Automated signing: DocuSign automates the signing process, reducing paperwork and increasing productivity.
- Increased efficiency: DocuSign streamlines the signing process, saving time and reducing errors.
- Improved security: DocuSign uses advanced security features to protect sensitive information.
- Customization: DocuSign allows you to customize the document with your company’s branding and add relevant information.
Common Issues and Solutions
Here are some common issues and solutions:
- Document not being signed: Check that the document is being sent to the correct recipient and that the recipient’s email address is valid.
- Signature not being recognized: Check that the signer’s email address is valid and that the document is being sent to the correct recipient.
- Document not being tracked: Check that the document is being sent to the correct recipient and that the tracking method is set correctly.
Tips and Tricks
Here are some tips and tricks to help you get the most out of DocuSign:
- Use a template: Use a template to create a new document and customize it with your company’s branding.
- Add multiple signers: Add multiple signers to a document to increase the level of security.
- Use a signature block: Use a signature block to create a reusable signature template.
- Use a digital signature: Use a digital signature to create a secure and tamper-proof document.
Conclusion
DocuSign is a powerful electronic signature platform that allows individuals and organizations to create, send, and manage electronic documents. With DocuSign, you can automate the signing process, reduce paperwork, and increase productivity. By following the steps outlined in this article, you can get started with DocuSign and start enjoying the benefits of electronic signatures.