How-To Send Documents for eSignature from zipForm 6 Without Templates

Yesterday, we discussed how to send documents for electronic signature from zipForm 6 using templates. Today, we'll see a video that covers how to send documents for esignature from zipForm 6 without templates!

Sending Documents for Electronic Signatures from zipForm 6 Without Templates

To send documents for eSignature from zipForm 6, make sure you have a DocuSign account and that you've added your DocuSign credentials to your eSignature tab in your zipForm 6 account.

Select a document in zipForm 6 and fill out the form as you normally would. Once you've filled out the document, you're ready to send the document for eSignature.

From the file tab, click the menu button and select E-Signature from the list.
The E-Signature window opens. Make sure the document you want to send is checked and that DocuSign is the selection in the drop down menu. Click the “Send to DocuSign” button.

A progress bar appears and when it reaches 100%, the DocuSign console opens in a new browser window and the document you chose from zipForm 6 is loaded in an electronic envelope.

To add recipients to the document, enter email addresses and names for the people you are sending the document to. Addresses will autofill, based on those in your address book. You can click on as many recipients as you need - just click the “New Recipient” button to add more recipients. If one recipient has to sign before another, just type the order in the order field to set when the recipient receives and eSigns the document. When you're done, click “Next.”

In the message window, enter a subject and email text for the message. Type in the subject for the email to your recipients. A subject is required, but email text is not. You can also set reminders and other options and controls, but for now, let's continue to the next step by clicking “Next.”

You're ready to add signature and other stick-e-tabs to the document. DocuSign tabs are used to assign signature, initial, and other data entry tasks to recipients. Before you assign a tab to a recipient, make sure the recipient is highlighted in orange.

To add tabs, grab them to the right side of the screen and drag them to the locations on your document. Signature tabs and date signed tabs are required by default and cannot be changed. Remember, you can always add yourself as a signer.

You're now ready to do your final review - click the “Send” button. The review and send window allows you to verify your recipients and the documents in your envelope. Click the “Send” button to send your envelope. The envelope sent screen confirms your envelope has been sent!

Thanks for using DocuSign - take a look at our other videos, electronic signature tips and tricks, and eSignature tutorials!