How To Use DocuSign? Guide to use Step By Step

Author Image By Editorial Team

Last Updated: June 13, 2024

4 minutes


With the increase in the availability and usage of electronic devices in the current era, there is a need to ensure that one can sign documents from the convenience of their device. It has eliminated the process that one used to consider normal such as printing a document, signing it physically, and then scanning it and sending it back or posting it. But worry not as DocuSign, an advanced e-signature solution has been invented to simplify the process of signing and managing documents online. 

In this blog post, we’ll explain more about the application of DocuSign alongside looking at ways through which it can be implemented fully to prevent time wastage, and cost-cutting as well as improve document security and its uses with CRM software like SuitCRM integration with DocuSign.

Steps To Use DocuSign

1. Getting Started with DocuSign

The first step the user has to perform is to open a DocuSign account. This software has a free trial version along with charges for the packages that can be availed as per the requirement. Once you have an account, the platform is available to upload, send documents for signing, and monitor the changes.

2. Uploading Documents

DocuSign is compatible with multiple formats such as PDFs, Word documents, Excel spreadsheets, and other forms. For instance, to upload a document one only needs to click on the ‘New’ button located on the top part of the website and browse for the file to be signed. It is possible to simply open the file and drag and drop it into the platform on your browser.

3. Adding Recipients and Fields

Once you have uploaded the document, the system will require you to input the contact details of the recipients. Type in the email address of the individuals that are needed to sign the document. It also enables users to send agreements in a specific sequence, making it easier to execute deals.

4. Sending the Document

Subsequently, you may require fields for signatures, initials, dates, and even other information that may be relevant. It is also simple to keep these fields exactly where one wants them on the document as the interface of DocuSign is quite friendly.

5. Signing the Document

Then when you have all the recipients and fields included, you can send the document for signing. DocuSign envisages several ways to send them, namely through email by copying the link or even integrating the document into the website. There are also possibilities of setting up reminders and expiration dates for its eventual completion.

6. Tracking and Managing Documents

One of the most powerful features of DocuSign is its ability to track and manage documents throughout the entire signing process. You can view real-time updates on who has signed, who is next in line, and any outstanding actions. DocuSign also provides detailed audit trails and certificates of completion for added security and compliance.

Advanced Features Docusign

DocuSign offers a range of advanced features to streamline your document workflow even further. For example, you can create reusable templates for frequently used documents, automate document routing based on specific conditions, and integrate DocuSign with other business applications like Salesforce, Google Drive, and Microsoft Office 365.

Benefits of Using DocuSign

1. Time and Cost Savings

In essence, instead of printing, affixing a physical signature, and sending documents back through the mail, DocuSign saves substantial amounts of time and money as compared to traditional signing methodologies. This means you end up getting more value for your money and your business ends up being productive.

2. Enhanced Security and Compliance

DocuSign’s security measures are well-developed and include data encryption, sealed envelopes, and detailed audited trails. This ensures that all your paperwork is safe and adheres to the regulatory rules and regulations of HIPAA, the ESIGN Act, and GDPR, among others.

3. Integration With Software

Streamline document workflows by integrating SuiteCRM DocuSign Connector. Seamlessly send, sign, and manage contracts, proposals, and agreements securely online. Boost productivity and compliance with automated digital signatures. Enhance customer experience with efficient, paperless processes.

4. Improved Customer Experience

For those clients with busy schedules or those that prefer the comfort of their homes and or office, they can easily sign documents from the comfort of their personalized device be it from their office or homes with the help of DocuSign. It also improves customer satisfaction and positions your brand as professional and capable of handling a hassle-free experience for the customer.

5. Environmental Sustainability

Changing your paperwork to electronic ones, thanks to the usage of DocuSign, also means sparing the environment and working towards its protection.

Summit It Up

In conclusion, DocuSign is the most valuable solution when it comes to e-signatures as it is effective at making the process of signing documents easy as well as secure. Whether you are an SME, an enterprise, or a private client, it is high time you consider making DocuSign your document management and eSigning solution of choice.

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