How to use DocuSign to send or add your digital signature to important documents

• You can use DocuSign to sign documents electronically, eliminating the need to print, sign, and scan physical copies.
• DocuSign makes it easier for you to know exactly which portions of the document you, your employees, or clients are expected to sign.

Physically printing, signing, scanning, and then emailing individual sheets of paper has long been a laborious task, whether working from the office or from home.

Thankfully, we've come up with a speedier and more convenient solution to this administrative practice. There are now websites that allow you to electronically sign important documents, in addition to marking them to indicate where exactly someone needs to sign. It's a feature that can be especially helpful for long documents, like leases and mortgages.

One of the most popular and efficient sites that does this is DocuSign.

How to use DocuSign

Basically, there are two different modes in which to use DocuSign - one if you're sending the document to be signed, and another if you're the one signing it.

How to use DocuSign to send documents

1. First, create a DocuSign account and sign in.
2. Next, upload the document you need to have signed. You can upload directly from your computer using the Desktop button, or from a Cloud service like OneDrive or Google Drive.
   
   

3. DocuSign will send the document to the recipient in the form of an email - fill in the names and emails of any and all parties the document needs to go to, then add a subject line and body text.
   
   When you're finished, click "Next."
   
   

4. Lastly, add the signing fields. This will help to ensure that you don't have to send the document back and forth because the recipient missed some required signatures. Just use the signature tool at the top of the menu on the left of your screen, and drop the icons where you want to indicate that a signature is needed.
   
   You can also use other tools in the toolbar at this stage if you'd like to, including indicators for stamps, initials, dates, notes, checkboxes, and more.
   
   

5. Finally, preview your document to ensure you didn't miss anything. Once you're satisfied with it, press "Send."
   
   

How to use DocuSign to sign documents

1. Open the email from DocuSign and click "Review document" to be taken to the site to begin the signing process.
   
   

2. Review the consumer disclosure and check the box that states that you legally agree to sign electronically, then click the Start button.
   
   

3. You will be taken directly to the first signature mark - where the sender has indicated you need to sign. Click the "Sign" tag.
   
   

4. Next, you'll be asked to "Adopt your signature." You can do this one of two ways - either type your name and initials, and then choose a signature style that you like for them to appear in, or use your cursor or a touch screen to sign manually. You can also choose to upload an image of your signature.
   
   When you're satisfied with how your signature looks, click "Adopt and Sign" to apply it to the document.
   
   After you do this once, you'll be able to sign all the other fields in the document with one click.
   
   

5. When you've read through the document and have signed in all the places indicated, click "Finish." A message will appear saying you completed signing of the document. You'll also be given the option to download a PDF copy for your records.
   
   The sender will receive an email with the signed document attached; additionally, it will also appear in their DocuSign account.
   
   

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