Body
Intended Audience: Students, Faculty, and Staff
Summary
This guide offers detailed instructions and best practices for using DocuSign to manage documents securely and efficiently. It covers everything from setting up your account and sending documents for signature to tracking their status and managing completed agreements. Designed to boost productivity and ensure compliance, it is an essential resource for anyone looking to streamline their document management processes with DocuSign.
Login to DocuSign
Problem
Many users face challenges in efficiently managing and securing their documents due to a lack of clear guidance on using DocuSign. Without a comprehensive guide, users may struggle with setting up their accounts, sending documents for signature, tracking document status, and managing completed agreements. These difficulties can lead to inefficiencies, errors, and compliance issues in document management processes.
Solution
You can follow the step-by-step instructions and best practices to efficiently manage and secure their documents. By following this guide, users can easily set up their accounts, send documents for signature, track the status of their documents, and manage completed agreements. This comprehensive guide aims to enhance productivity, reduce errors, and ensure compliance in document management processes, making it an invaluable resource for anyone using DocuSign.
Steps
Step-by-Step Guide for DocuSign
1. Accessing DocuSign
- Open your preferred web browser and navigate to the DocuSign homepage.
- Click on the "Login" button located in the upper right-hand corner of the page.
- Enter your registered email address and click "Next."
- Enter your account password and click "Login."
2. Setting Up Your Account
- Once logged in, navigate to the "Settings" tab to configure your account preferences.
- Update your profile information, including your name, email address, and contact details.
- Set up your signature by clicking on the "Manage Profile" section and following the prompts to create or upload your signature.
3. Sending Documents for Signature
- Click on the "New" button and select "Send an Envelope."
- Upload the document you want to send by dragging and dropping it into the upload area or by selecting it from your computer.
- Add the recipients' email addresses and specify their roles (e.g., signer, approver).
- Customize the email message that will be sent to the recipients.
- Click "Next" to proceed to the document preparation stage.
4. Preparing the Document for Signature
- Use the tools on the left-hand side to add fields to the document, such as signature, date, and text fields.
- Drag and drop the fields onto the document where you want the recipients to sign or provide information.
- Click "Send" once you have placed all the necessary fields.
5. Tracking the Status of Your Documents
- Navigate to the "Manage" tab to view the status of your sent documents.
- You can see whether the document has been viewed, signed, or completed by the recipients.
- Use the filters to sort and search for specific documents.
6. Managing Completed Agreements
- Once a document is signed and completed, it will be stored in the "Completed" section under the "Manage" tab.
- You can download, print, or share the completed document from this section.
- Use the "Archive" feature to organize and store your completed agreements for future reference.
7. Accessing Help and Support
- If you encounter any issues or need assistance, click on the "Help" tab to access user guides, FAQs, and contact information for technical support.
- You can also reach out to the DocuSign support team via email or phone for further assistance.
This guide aims to help you efficiently navigate and utilize DocuSign, ensuring a smooth and productive experience. If you have any specific questions or need further details, feel free to ask!
Additional Information:
DocuSign allows documents to be created, routed and signed with an electronic signature. DocuSign meets the industry’s rigorous security certification standards which will make all documents that are signed court-admissible, digitally signed and a tamper-evident Certificate of Completion.
DocuSign allows you to:
- Send – Easily upload and send documents for electronic signature.
- Sign – Quickly access and sign documents that require your signature.
- Manage – Check a document status, send reminders, view audit trails and securely store online.
Login to DocuSign
DocuSign User Guides
To better assist you with the use of DocuSign, please use the guides and other resources provided.
DocuSign: How it Works
DocuSign: Creating Your Signature
DocuSign: Sending a Document
DocuSign: Signing a Document
DocuSign: Mobile
e-Signatures
There is always the question of legality when you mention signatures on a piece of paper and with e-signatures it is the same question, Is it Legal? There are two laws that help to define the legality of e-signatures:
The E-SIGN Act (Electronic Signatures in Global and National Commerce Act) was passed by Congress in June 2000 is a federal statute that establishes the legal equivalency of electronic contracts, electronic signatures and other electronic records with their paper counterparts. It specifies that in the United States, the use of a digital signature is as legally valid as a traditional signature written in ink on paper. The E-Sign Act applies to all types of transactions, whether in interstate or foreign commerce, unless a specific exception applies. The legal strength is due to the robust authentication data captured by online signature software, which provides digital evidence of who signed a document, as well as when, where and how they did it.
The UETA (Uniform Electronic Transactions Act) works in conjunction with the E-SIGN Act to help ensure the validity of electronic contracts. This act was approved by the National Conference of Commissions on Uniform State Laws in 1999.
Was this helpful?