Summarizing How to Resend a DocuSign Document
This guide provides a clear, step-by-step process for resending a document on DocuSign, ensuring you can effectively follow up on signatures or correct oversights.
Main Points
The video outlines the following key steps:
- Access DocuSign: Navigate to the official DocuSign website by searching for it or directly entering the URL.
- Login: Click the "Login" button (usually in the top right corner) and enter your email and password. Use the "forgot password" link if needed.
- Navigate to Agreements: Once logged in, go to your dashboard and select the "Agreements" tab.
- Locate Sent Documents: Within "Agreements," click on "Sent" to view all documents you have previously sent.
- Search (if necessary): If the document is not immediately visible, use the search feature to filter by recipient, date, or keyword.
- Select and Open Document: Click on the specific document you wish to resend to open its details.
- Review Document Details: Before resending, briefly review the document's status and history to confirm it's the correct one and to identify any potential issues that may have necessitated resending.
- Resend Document: Click the "Resend" button. This action will send a new email notification to the original recipients, informing them the document is ready for their signature.
Key Takeaways
- Efficiency: The resending process on DocuSign is designed to be quick and efficient.
- Confirmation: Always confirm you have selected the correct document before resending.
- Recipient Notification: Resending automatically notifies the original recipients.
Actionable Insight
- Preventative Measure: To reduce the need for resending, always double-check recipient email addresses for typographical errors before sending documents initially.