Five DocuSign eSignature Tips

So many of you have great things to say about DocuSign and electronic signature - we've seen over 70 MILLION eSignature events so far! Today, we're sharing some tips on what to do if you've made a mistake when sending a document for electronic signature, using Designed for Mobile eSignature, getting documents to others on the transaction and collecting information from your signers!

I've made a mistake on a document I've sent for electronic signature!

Question: If I sent a document to a signer that asks for initials in a place that belongs to someone else, is there any way the buyer can complete the signing without checking the place in error?

Answer: They will have to sign that area to complete the signing, however, you should alert your signers to disregard that document while you "Fix on the Fly". To Fix on the Fly: go to your sent items folder, click once to highlight the document and at the top, click correct. Once you do that, click advanced to make the correction and send it again - they'll be able to complete the signing without any errors! Fix on the Fly will only work if the signers have not completed the signing.

I want to look at a completed envelope and associated eSignatures on my mobile smart phone!

Question: On my Blackberry, I tried to open a completed envelope my client had signed. It said I didn't have permission to do this... How can I fix this? Does DocuSign have full mobile compatibility?

Answer: Yes - DocuSign offers full mobile compatibility for Apple iPhone, Windows Mobile, Google Android, Palm, and Blackberry. To enable "Designed for Mobile," Log into your account and go to preferences>features. On the right, find the box that says,"signers may sign on a mobile device." Check that option to enable Designed for Mobile and save that preference. There's no app to download! For those of you with iPads, you also need to enable Designed for Mobile to use DocuSign on your iPad. Take a look at our previous blog post about using DocuSign eSignature for iPad for more information.

I've got my clients' electronic signatures and need to get everything to the other side!

Question: My buyer has signed and now I need to forward to my seller to sign. How do you forward a signed document to an additional person for their signature?

Answer: Once the envelope is complete, log into your account and go to your sent items folder. Double click on the envelope to view it. Once open, hit printable version and download and save to your computer. Then you can attach to an email to send to the buyer agent. Please note that email isn't as secure as DocuSign - the audit trail and activity log won't be able to track activity associated with the documents once they are downloaded from DocuSign to send via email. If you use the "Forward" function, you can take any completed document and send it via DocuSign - this will enable to you enjoy peace of mind due to DocuSign's data security measures as well as collect additional signatures as necessary!

Alternatively, you can add the other party when you first set up the envelope for eSignature. Instead of assigning them a "signer" role, indicate that they are a "CC" recipient. Once your clients have signed, DocuSign will automatically route the completed envelope to your CC recipient!

I need eSignatures from two different people!

Question: I'm having trouble getting the documents such as the offer to purchase to 2 different sets of people - buyers and then sellers for example. I have 2 email addresses put in and have them as 1 and 2. When you get to the bottom of the signing it won't let the first person redirect the envelope to the second. Can anyone help me?

Answer: Once the first signer completes their signing the DocuSign system automatically routes an email "invitation to sign" to the next signer based on the routing order. The first signer doesn't need to do anything to kick this process off other than complete his/her signing. If you need eSignatures from a husband and wife, DocuSign can help you get the them!

If the husband and wife have separate email addresses, simply add each as a separate recipient and add the necessary tabs for each to sign/initial.

If the husband and wife share an email address, add each as a recipient with the same email address. Additionally, consider using the routing order option--which is configured in the order box when adding recipient email addresses, names, etc.--to help keep things orderly. For example, assign order 1 for the husband then order 2 for the wife. This means that the husband will receive notification first. After he has signed, then the notification is then sent to the wife for her to sign. Using routing order isn't required, but it does help keep things straight for all parties involved.

I need specific information from my signer!

Question: Our counter offer forms in Arizona require the signers to put the time down, as well as the date. Obviously, there is no standard tab for "TIME." I have tried and tried to create a custom tab for TIME, but I must be doing something wrong.

Answer: You can add a custom data field if you wish and call it a "time stamp", or you can also have the system add a time to the date field.

To add a Time Stamp to your documents, follow these steps:

Log-in > Account > Manage Account > Edit Account > Features (tab) > then scroll down to "Format for Date Signed".

You are able to edit the date and add a time (It will be in PST) if you wish.

Thanks so much for all of your questions! Keep an eye out since we will keep sharing more customer stories with you, so you can learn how different organizations have benefited from electronic signature services from DocuSign!