DocuSign: Requesting a Signature in 5 Minutes
This guide provides a step-by-step tutorial on how to request a signature on DocuSign, an electronic signature and intelligent agreement management platform.
Main Points:
Accessing DocuSign:
- Navigate to the DocuSign website.
- Log in using your account credentials.
- If you don't have an account, you will need to sign up first.
Homepage and Template Selection:
- Upon logging in, you will land on your homepage, which serves as your dashboard.
- From the homepage, select a template that suits your document signing needs. DocuSign offers various templates for different document types.
Adding Document Details:
- Once a template is selected, you need to add necessary details.
- This includes specifying the recipients of the document.
- Double-check recipient email addresses and any included messages for accuracy.
Preparing for Sending:
- Click the "Next" button to proceed to the document preparation phase.
- On this page, you will place signature fields where recipients are expected to sign.
- To add a signature field, locate and click the "signature" option and place it on the document.
- Repeat this for each person who needs to sign. Accurate placement is crucial for a seamless signing process.
Key Takeaways:
- DocuSign simplifies electronic document signing.
- Utilizing templates can save time and ensure consistency.
- Accurate recipient information and precise placement of signature fields are vital for a smooth signing process.
- The entire process of requesting a signature can be completed efficiently, within approximately 5 minutes.
This tutorial offers a straightforward approach to managing your document signing needs on DocuSign.