What is DocuSign? How to use it | A Complete Guide

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Last Updated: July 3, 2024

6 minutes

Singing an agreement physically is an effort and time-consuming task that tunes out your focus from the other significant tasks and keeps you occupied in the hustle. 

Apart from this, if you go to perform your document signing process online such as printing out the document, signing it, or scanning it out to make a duplicate copy. And, finally send it to your dealing party online for the signing procedure is a roughy piece of business that takes a lot of effort and time. 

As a consequence, printing errors, scanning difficulties, and other problems are more likely to occur. Therefore, today, we will inaugurate you with an incredible solving key, “DocuSign”.

What is DocuSign?

DocuSign is a software application that allows you to sign your documents online among your multiple dealing parties within a matter of seconds & complete the entire agreement signing procedure digitally. This paper-based working eliminator will enable you to securely sign, send, and manage your documents electronically. 

Utilizing this software application’s incredible experience, you don’t need to do any manual work, such as contacting your dealing parties, verifying the signing process, and more. 

Furthermore, will simplify the workflow by allowing users to prepare documents, add recipients, specify signing fields, and track the signing process remotely. Apart from this, DocuSign will ensure the legality and security of electronic signatures globally.  

Get to know: The genesis name of this platform is “DocuSign” but it is also notable with the names —- Electronic Signature, DTM (Digital Transaction Management) Platform, Document Automation Tool, E-signature solution, Secure Document Signing Service, and more

Note: There are several DocuSign applications you may find on the web but here we have analyzed and considered the top one called “SuiteCRM DocuSign Connector”. The one that you can use without any subscription plan, with long-term reliability, one-click installation, and more much. 

Also Read – How to Change Signature in Docusign?

How Does it Work?

As we have already introduced DocuSign is a digital transaction management platform that allows users to securely sign, send, and manage documents digitally. 

Here’s a general overview of how DocuSign works:

  • Document Preparation: 

The sender (often referred to as the “sender” or “signer”) has to upload the document that needs to be signed. This document can be done in various file formats such as PDF, Word, or others.

  • Adding Recipients: 

The sender has to specify who needs to sign the document by adding recipients. The recipients can be individuals or groups, and their roles (signer, reviewer, etc.) can be defined as well.

  • Placing Signature Fields: 

DocuSign provides tools to place digital signature fields on the document where recipients need to sign or initial. Consequently, the user has to use these fields typically placed by dragging and dropping them onto the document.

  • Sending for Signature: 

Once the document is prepared and fields are placed then the sender needs to send the document to the recipients through DocuSign. Next to this, recipients will receive an email notification with a link to access the document.

  • Signing Process: 

Now, the recipients have to open up the document using the link in their email. Next, they need to review the document and have to sign it electronically by clicking on the signature fields. DocuSign supports various types of signatures, including typed signatures, drawing signatures with a mouse or finger, or using pre-defined signatures, hence you can choose any of them.

  • Completion and Distribution: 

Once all recipients have signed the document then the DocuSign will notify the sender that the document has been completed. If want then the sender can download a final copy of the signed document. Additionally, DocuSign can automatically distribute the copies of the signed document to all parties involved, if the use will activate the option.

  • Security and Compliance: 

DocuSign employs industry-leading encryption standards to ensure the security and privacy of documents and signatures. It also complies with various global regulations and standards regarding electronic signatures and digital transactions.

  • Integration and Workflow: 

DocuSign can be integrated with various third-party applications and business systems through APIs, allowing for automated workflows and seamless document management within existing business processes.

Also Read – Mastering DocuSign Access Documents and Management

How to use DocuSign?

The DocuSign involves several straightforward steps in its configuration, whether you’re a sender or a recipient. 

Therefore, here’s a general guide on how to use DocuSign:

For Senders (Preparing and Sending Documents):

  • Upload Your Document:
    • First, Log in to your DocuSign account.
    • Next, upload the document you need to have signed using the various supports of DocuSign file formats like PDF, Word, Excel, etc.

  • Add Recipients:
    • Now, figure out who needs to sign the document by adding recipients. You can add recipients by email address.
    • Here, define the roles of each recipient (e.g., signer, reviewer).

  • Place Signature Fields:
    • To place a signature, you have to use DocuSign’s place signature fields and any other required fields (like date, initials, checkboxes) on the document.
    • Right here, have to drag and drop the signature fields onto the document where the recipients need to sign.

  • Set Signing Order (Optional):
    • To set out the signing order, you and all other recipients need to sign the document. This is useful for sequential signing workflows.

  • Configure Email Options:
    • In this step, you have to customize the email message that recipients will receive along with the document as per your requirement.
    • Additionally, have to review and confirm the document settings and recipient details.

  • Send the Document:
    • Once everything has been set up then you need to send the document through DocuSign.
    • Plus, recipients will receive an email notification with a link to access the document and sign electronically.

For Recipients (Signing the Document):

  • Receive Email Notification:
    • If you are a recipient then you need to check your email inbox consistently for the  DocuSign notification, where you will receive the document that needs to be signed.

  • Open the Document:
    • Once you get the link, then click on that provided link from the email to access the document in DocuSign

  • Review the Document:
    • Here, you need to read out the whole document thoroughly and carefully to understand its contents.

  • Sign the Document:
    • Next, to review, you need to click on each signature field to add your signature. As DocuSign provides several options for signing, such as typing your name and drawing your signature with a mouse or finger, so you need to select any of the options or you can set up one accordingly.

  • Complete the Signing Process:
    • After signing all required fields, you need to fill in any other required fields (like dates or initials).
    • To terminate the procedure, click on the “Finish” or “Complete” option.

  • Confirmation and Copies:
    • As a confirmation, DocuSign will notify you and the sender once all recipients have completed signing.
    • You can download a final copy of the signed document for your records if needed.

Let’s Recap Before you Go!

DocuSign is a platform that processes the signing of documents electronically, making it faster, more convenient, and more secure compared to traditional paper-based methods. In this blog post, you will learn, how does DopuSign works, and How you can use it efficiently. Along with this, you will be aware of one of the top DocuSign platforms on our list. So, let’s jump into the article without any ado!

Related Reads

DocuSign vs Zoho Sign | Which E-Signature Platform is Right for Your Business?

Adobe Sign Vs DocuSign | Which Is The Best e-Signature Tool In 2024?

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