To use DocuSign Lite:

1. Go to the DocuSign home page



2. Enter your email and name as well as the person you are sending to
3. Upload your document for signature by clicking on the “Browse” Button
4. Click “Send Now”



5. Signers open their email from DocuSign to click to esign

DocuSign Everywhere

Today, thousands of companies utilize the DocuSign on-demand electronic signature service as a standalone web application or as an integrated part of business critical applications such as zipLogix, Salesforce.com and Ariba. In addition, DocuSign is the only electronic signature service that enables access to the sending and esigning experience via options that include a DocuSign Desktop Client, a broad range of Blackberrys and the iPhone, in addition to the web browser experience.

More Choices!

Most recently, DocuSign with partner Smart Mobile Solutions announced the availability of the ESignControl iPhone App in the iTunes App Store. Another example of a business partner integration resulted in DocuSign Express For Drawloop.

DocuSign and Drawloop Technologies, Inc. offers a free esign experience as part of Drawloop’s free PDF conversion tool. You can access DocuSign for Drawloop via web, as a Mozilla Firefox add-on, or as an iGoogle Gadget. Take a look at these instructions for using DocuSign Express for Drawloop via web. You can download the Mozilla Firefox add-on or embed the DocuSign Express / LOOP to PDF iGoogle Gadget.

Why? 

Customer Service:  Clients like knowing that you will be where they want or need you to be. As busy people, you know your clients don’t want to have to drive across town to meet you at a fixed location. It’s easier for them to pop into a coffee shop to have a cup of coffee and talk business. It also gives you the flexibility you need if you’re in the service based-business.

Operational Costs: Having a physical office can be expensive and is a sunk operational cost. Some industries and business processes DO see benefits from having a physical office that everyone goes to. However, in a relationship-based business like real estate, why have a brick and mortar presence if it will be rarely used?

Jim Paulson, Broker / Owner of Progressive Realty in Boise, Idaho states:

Why build an office with only a 25% occupancy rate and shrinking!

 
Time Savings: As you travel from location to location, you ARE your office. Your car or briefcase should hold everything you need to make business happen. Having to travel between a client and an office takes precious time. Eliminate the physical office to eliminate the time consuming task of commuting to the office.

Interestingly enough, DocuSign Electronic Signature Services also provides these same benefits to its subscribers.

Customer Service: DocuSign’s flexible electronic signature service means that you can provide your clients with the signing experience you both desire. If both you and your clients enjoy the face-to-face interaction during the signing process, DocuSign provides in-person signing functionality. If you need to get signatures fast, DocuSign’s remote signing capabilities mean your signer only needs email access, a browser and internet connectivity. There’s no need to download software and it’s so easy to use, it passes the “Can My Mom Use It” test.

Operational Savings: By reducing, if not eliminating, the cost of paper, printing, ink, fax, and overnight or same day courier services, DocuSign electronic signature provides its subscribers with operational savings. With the DocuSign document dashboard, you can also manage your paperwork via DocuSign. This means you won’t need to pay someone to print, copy, scan and file hard copies anymore!

Time Savings: I hear so many stories of time savings from our customers, that I’ve written several blog posts about it. With DocuSign electronic signature, you no longer have to go through the process of creating the forms, printing them, marking them up for signature, finding a fax machine or overnight envelope, filling out the recipient information, sending, and then waiting for the other party to return the documents… only to see a missed signature or initial, restarting the entire process! Integration with major forms software and DocuSign’s template and Intelligent Document Recognition (IDR) features have helped DocuSign power users create documents for electronic signature in as few as two minutes!

DocuSign electronic signature – it’s a must for the mobile professional. You can try electronic signature for free, with DocuSign Express for Drawloop, to get a taste of what life with electronic signature might look like. However, if you want access to the DocuSign dashboard and other features we’ve mentioned, sign up for DocuSign. With a risk free, 30-day guarantee, you have nothing to lose and savings to gain.

Commitment issues – some of us are more commitment-phobic than others. What if you like the idea of electronic signature, but aren’t sure if you want to commit to it yet? What if change makes you uncomfortable?

Both perspectives are valid. If you’re concerned about cost, electronic signature starts at $15.95/month with a pre-paid annual subscription. If you’re concerned about commitment, you have a 30-day money back guarantee. You don’t even have to install software! If you have special needs, such as integration with existing software platforms or workflow capabilities, you can speak with one of our account managers or professional services folks about how DocuSign’s electronic signature service might best suit your needs.

DocuSign for Real Estate already integrates with the major real estate forms providers and software services such as zipForm, WINForm, Realfast, IRES, TrueForms, TransactionPoint and DocCentral.

If you really want to try before you buy, take a look at DocuSign Express for Drawloop. You can use electronic signature without registration or account creation. You can also use DocuSign Express for Drawloop in a variety of ways – from the web, from the iGoogle gadget, or from the Mozilla Firefox browser plug-in. DocuSign for Drawloop is a “lite” offering, so you can get a taste of life with electronic signature. With a subscription to DocuSign Electronic Signature, you’ll be able to take advantage of additional features, such as:

• DocuSign’s document dashboard, enabling you to manage your digital documents for signature
• Multiple signers and documents per envelope
• More envelopes each month
• Additional options, such as workflow capabilities, custom branding, templates, etc.

One reason you might be uncomfortable with change is that the paperless electronic signature process is unknown. DocuSign provides its users with resources such as:

• “How-to” and demo videos to learn more about using DocuSign
• Blog posts to provide a more in-depth perspective on electronic signature and DocuSign’s services
• Forums to engage in discussion about electronic signature features, workflow and other questions and suggestions
• Live Chat help when you can’t find the question to your answer anywhere else

Why not give electronic signature a try? With a 30-day money back guarantee as well as several options to try ESIGN for free via DocuSign, you really have nothing to lose and quite a bit to gain, such as time savings, convenience, and increased customer satisfaction.

A recent article in the Credit Union Journal discusses how Bellco Credit Union can now complete loan modifications in five days via DocuSign electronic signature and electronic contract execution.

Bellco introduced its electronic signature program in April, and has seen:

• Over 75% of all loan modifications are signed electronically
• Nearly 90% E-sign usage rate for business loans
• Time savings: Prior, the “wet signature” process took an average of 20 days due to the back-and-forth of paper documents. Now, the electronic signature process can take as little as one day.
• Operational savings: While it’s still too early to confirm the exact savings realized with E-sign, Bellco Credit Union reports a 50% costs savings related to document execution process.

While electronic signature is available for other loan types, Bellco wanted to ensure acceptance from its members. Now, the credit union is working to formalize electronic contract execution services for other loans. Bellco uses DocuSign electronic document completion for payment protection, unsecured consumer loans, unsecured business and commercial loan and IRA documents.

“Credit unions need to get over their fear of e-signatures and the potential cost and time for IT,” suggested Ryan Klassen, director, lending services. “E-signatures are legal, and they enable efficiencies and next-generation lending.”

Still have doubts? Talk with Ken Moyle, Chief Legal Officer, DocuSign:

The Home Affordable Modification Program is set up for a 21st Century way of doing business. The program makes it clear that electronic means can be used to execute and transmit documents and paves the way for electronic signatures and contracts.

If you have an internet connection, email and browser, you can use DocuSign electronic signature and online contract execution. The credit union can give you a call, have you open your email, click a link that opens a secure browser to start the online electronic signature process. There’s no software to install and with a fast, simple, secure electronic signature solution, credit unions and their customers experience significant time savings.

Thanks to Ryan Klassen of Bellco Credit Union for sharing how electronic signature and online contract execution helps slash document turnaround time and achieves significant operational savings. You can read the article in its entirety at the online Credit Union Journal site.

You can upload a contract or agreement for e-signature and try it free at DocuSign Express for Drawloop.