How To Use Docusign Signature

Click the signature button in the tool bar.

How to use docusign signature. This includes docusign click docusign simplified sending and any third party integration that relies on esignature. Docusign emails a link to each recipient which they can use to access the document. In your docusign account click your profile image and select manage profile. To change your signature style or adopt a custom signature follow these steps. Or for a single pdf right click and select signature from the tool bar pop up menu refer to tool bar and right click functions.

The my profile site opens. Click review document to begin the signing process. You can also add standard or custom fields for signers to fill in. Click the signatures tab. To send an agreement with docusign esignature upload your document then drag your signature text and date fields.

You can create and manage your signatures through the my profile site. While there are a few cases when you want to send a document for review and signature to a single recipient many documents require the approval and signature of multiple recipients. Setting multiple signers with docusign. From your docusign account click your profile image then click manage profile. In fyi on a list select one or more pdf documents for a specific client.

Enter your name and initials exactly as you want them to appear in your signature. Drag and drop docusign fields to indicate where you need a signature initial or date. Then click send and docusign will email a link to the recipient where they can access the document. Click continue to begin the signing process. Open the email and review the message from the sender.

Click delete to remove an existing signature or add new to create a new signature. Use docusign esignature to easily upload and send documents for electronic signature from anywhere and on any device. Once the document is complete it s stored securely for easy retrieval. Review the docusign email. Docusign supports multiple signatures on a single business document by pressing the add recipient button.