Feature Friday: Electronic Signature on iPad

Today's Feature Friday focuses more on the DocuSign electronic signature experience on iPad rather than a specific feature.

With cool new mobile devices available, including iPhone 4 and Droid 2, I wanted to share how we can experience fast, complete and trusted electronic signature while we're on the go!

Right after Apple released the iPad, Doug Rybacki, director of product management for DocuSign, confirmed that DocuSign subscribers can create DocuSign envelopes on the iPad and it works well for templates and sending for eSignature with Freeform signing.

Templates

Using Templates: Templates help streamline the sending process when you frequently send documents that are the same or similar. You can apply one or more templates to an uploaded document.
Uploading from a Template: To upload a document directly from an existing template, click the Add new document from a template link, select the template and click OK.

Working with Templates: To apply a template to a document, click the Apply a Template to this document link, select the template and click OK.
To apply another template to a document, click the Apply another Template to this document link, select the template, type the page of the document the new template will start on and click OK.
To remove a template from a document, click the Remove Template link. For more information about templates, check out this how-to blog post on creating a template in DocuSign electronic signature.

Freeform Signing

If the Freeform Signing feature is used, the signer sees the following items in the upper left corner of the documents window. The signer drags the appropriate item from the Click & Drag box to the appropriate place n the document. The signer clicks the Complete Signing button near the upper right corner of the screen to complete Freeform signing. For more on Freeform signing, take a look at this how-to blog post, How-To Use Free Form Signing From DocuSign.

Email to Electronic Signature

With the Spring '10 release, you got another option for using DocuSign on iPad - with Email to Envelope, you can send in email attachments to start a draft envelope by emailing the attachment to drafts@docusign.net

1. Forward an existing email or create a new email. Fill out the Subject with the subject you want to use for the DocuSign envelope, add a message, and attach the document(s) to be signed. Send the email to DocuSign at: drafts@docusign.net.
2. DocuSign takes your email and creates a draft envelope with all the attachments added as the documents for the envelope, the email subject you sent becomes the envelope Subject, and message is added as the envelope message.
3. After creating the draft envelope, DocuSign sends an email to you with a link to the draft envelope.

DocuSign will send you an email with a link to your envelope, where you can then send the document for signature with Freeform signing after you log into your console!

Of course, I've also heard of other ways people are using DocuSign on the iPad - what are your favorite hacks to share?