How-To Create A Custom Field

Did you know that while DocuSign offers its customers the ability to get documents signed with electronic signature, we also enable you to get MORE?
More what? More information! With Custom Fields, you can capture complete, accurate data from your signers. Custom Fields can be configured to require that data be entered to meet the requirements [...]

Cash in on the Demand for eSignature Services With the DocuSign Affiliate Program

Today’s a big day – we’re announcing the launch of the DocuSign Affiliate Program to enable online businesses to share the benefits of the DocuSign Electronic Signature Services with their online clients and visitors. We’ve extended our reach and shattered expectations with more than 500 affiliate partners joining in the first week of launch.
The DocuSign Affiliate Partner [...]

As Demand for eSignature Services Accelerates, DocuSign Partner Program Expands

Today, we’re announcing the launch of the DocuSign Partner Program, a comprehensive initiative to effectively extend DocuSign’s reach through strategic, referral and affiliate partners. Rapid adoption of DocuSign Electronic Signature Services sparked this new lead referral program to spur partner success.
The program is designed to further accelerate the adoption of DocuSign eSignature services through qualifying [...]

How-To Streamline Sales With DocuSign for Salesforce

Did you know that you could send any document for electronic signature with DocuSign for Salesforce from within Salesforce? With DocuSign for Salesforce, you can:

Send from any Salesforce tab
Track contracts sent
Get real-time status
Collect data in documents
Update Salesforce records AUTOMATICALLY

All without ever leaving Salesforce! It’s as easy as sending a Salesforce email!

The video above will show [...]

How-To Send and eSign With DocuSign for Salesforce

DocuSign for Salesforce enables you to send any document for electronic signature from Salesforce. With DocuSign for Salesforce, you can:

Send from any Salesforce tab
Track contracts sent
Get real-time status
Collect data in documents
Update Salesforce records AUTOMATICALLY

All without ever leaving Salesforce! It’s as easy as sending a Salesforce email!

The video above will show you how to use the [...]

How-To Send a Document for eSignature for Recipients Sharing the Same Email Address

Husbands and wives share almost everything – so what do you do when you need electronic signatures from a husband and wife couple who share an email address? DocuSign Electronic Signature Services provides functionality to enable you to get eSignatures from recipients who share an email address.
How-To Send a Document for Electronic Signature for Recipients [...]

How-To Create SecureFields for Your Signers

When you’re gathering electronic signatures from your clients, you may also need to gather additional information. DocuSign Electronic Signature Service provides functionality that enables you get the information you need, quickly and easily.
Learn how to collect information from your signers using DocuSign’s SecureFields:

Select “Account” then “Manage SecureFields” from the menu in DocuSign.
Click the “Add” button [...]

Accelerate Success With DocuSign Developer Workshop Live Webinar!

Join our first e-Signature developer workshop! Mike Borozdin, Manager of Professional Services, will host a free developer workshop for those evaluating the DocuSign API to integrate electronic signature with their existing processes or technologies.
If you’ve heard about the DocuSign API but aren’t sure how to get started, this free webinar will help you get started.
In one [...]

How-To Allow Your Clients to Sign on Paper

What if your clients like the idea of electronic signature, but still want the ability to sign on paper? What if you like using DocuSign to manage as well as eSign documents? With DocuSign’s “Sign on Paper” functionality, you can still send and manage your documents electronically while providing your clients or document recipients with [...]

How-To ESIGN and Attach Requested Documents

Sometimes, you may need additional documentation from your clients. DocuSign enables your clients to upload requested attachments to the DocuSign envelope. Using DocuSign’s electronic signature solution, you can seamlessly acquire all your necessary e-signatures and documents from your recipients within seconds.
To eSign and review a request for attachment:

Open your invitation to sign from your email, [...]

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