How To Docusign Document

Enter a new name a file extension is not required.

How to docusign document. Try online signing for free. If you selected the wrong file you also have the option of removing this document. To send an agreement with docusign esignature upload your document then drag your signature text and date fields. Click the upload a file button. You can now print or download your documents.

Click review document to begin the signing process. Step 1 upload your document. Click upload a file to upload a document from your computer or click get from cloud to upload a document from an online location. The document that you signed opens. From the prepare view after you upload a file to an envelope click the menu icon below the document name and select rename document.

To set a signature location click on the recipient s email and then click signature tab to drag and drop the signature field to a location within the document where you want the recipients to sign the document. Locate the document you want to upload and click open. Click review document to open the documents in your browser. Browse through your hard drive s and select the document you need to sign. Enter the email addresses of the recipients of the document.

Step 2 add the recipient. The number of pages are indicated. Review the docusign email. Clm docusign clm complements esignature by managing the agreement lifecycle before and after the signature. Docusign rooms bring people together in a secure digital space to complete complex agreements faster involving multiple people documents and stages.

Review the consumer disclosure and select the checkbox i agree to use electronic records and signatures click continue to begin the signing process. Upload the document that needs to be signed and the tag the locations on the document that the recipients are required to enter their signatures or initials. To rename a document in an envelope you can change the name of a document after you upload it to a docusign envelope. Click send for signature to finish. Paste the security code from the docusign completed email and click go.