How to Use DocuSign

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To use DocuSign effectively, follow these steps:

Flow 1: Set Up DocuSign

1. Go to the DocuSign website and click 'Log in'.
2. Click 'Sign Up for Free'.
3. Enter your email in the empty field and check the box to agree in receiving marketing communications.
4. Click 'Get Started'.
5. Provide your information and click 'Next'.
6. Enter the code that was sent to your email and click 'Next'.
7. Set your password for your account and click 'Next'.
8. Personalize your account by adding which industry you belong and provide a reason for signing up. Click 'Save' to finish set-up your account.
9. Once you have completed these steps, you are ready to start using DocuSign to send, sign, and manage your documents.

Flow 2: Sending a Document for Signature

1. To send a document, click 'Start'.
2. Click 'Upload' and select the document you want to send for signing. You can upload files from your computer or cloud storage services.
3. Enter the email addresses of the people who need to sign the document.
4. You can add multiple recipients and set the signing order if needed by clicking '+Add recipient'.
5. You can add a subject and a message for the recipients.
6. Click 'Next' to enter the document editor.
7. Drag and drop the necessary fields like signature, date, initials onto the document for each recipient.
8. Click 'Preview' to review your document set up.
9. Once you are satisfied with your preview document.
10. Click 'Send' to distribute it for signing.
11. Recipients will receive an email with a link to review and sign the document.

Flow 3: Signing a Document

1. The recipient will receive an email from DocuSign with a link to the document. Click on it.
2. Click 'Review Document'.
3. Click 'Continue'.
4. Read through the document to ensure all information is correct.
5. Click on the 'Start' button to begin the signing process.
6. Click on the required fields to sign the document.
7. Click 'Adopt and Sign'.
8. Once all required fields are completed, click 'Finish'.
9. By following these steps, you can easily sign any document in DocuSign.

Flow 4: Managing Documents and Templates

1. Click on the 'Agreements' tab in the top navigation bar to view your documents.
2. Documents are categorized by status. Click 'Status' to view documents history and details.
3. Click the document and open it.
4. By clicking 'More' you can now manage each document the way you want to.
5. You can also download your document by clicking the 'Download' button.
6. Click 'Print' to print signed documents for your record.
7. Click on 'Templates' in the top menu.
8. Select 'Create a Tempate'.
9. Add a name and description for your template.
10. Upload the document you want to use as a template by clicking 'Upload'.
11. Define roles such as signer or approver and add recipients.
12. Click 'Next' to add fields to your template.
13. Place the necessary fields on the document.
14. Once you're done, click 'Save and Close' to store your template for future use.
15. By following these steps, you can effectively use DocuSign to send, sign, and manage documents electronically.