Templates and IDR

Templates enable you to save recipient, tab and message information for reuse on new DocuSign envelopes.

Steps for Creating a Electronic Contract Template:

1. Click the new template button
2. Enter a name for your template
3. Browse for and upload documents
4. Enter a role name (role recipient) so you do not have to enter the email address and name for your signers as they will change as you send new documents
5. Enter your signers’ information
6. Click the lock check box to prevent other template users from editing the recipient information
7. Enter your message
8. Tab the document and make sure that the correct signer is highlighted as you place the tabs
9. Use the radio buttons to group the choices for your signers
10. Adjust the size of the text boxes for the documents

Once you’re done, click save, and you have a template you can use when you send a standard form document.

When you upload a document, IDR will propose a template if it detects a match. Select the appropriate template and your signature and initial tabs will be automatically applied – no more manual tabbing for your clients’ signature or initials.

Template Authoring Tips

Interested in some tips to help you create your templates correctly?

Templates may only contain one role recipient: Templates may contain multiple permanent / named recipients (such as yourself, if you must sign each time) but may only contain one role recipient.

The role recipient must be sequenced first: Other permanent / named recipients in the template may also be sequenced first, but the role recipient must be sequenced first.

The role recipient must be a signer: Other permanent / named recipients in the template may be signers, certified delivery recipients or carbon copy recipients, but the role recipient must be a signer.

Name or email address: The role recipient must not have a name or email address specified in the template.

Authentication methods: The role recipient and permanent / named recipients may be assigned access code and / or ID check authentication methods.

Are you interested in templates and ready to save even more time with electronic signature from DocuSign? Click here for more information about DocuSign Professional and DocuSign Professional Advanced.

Do you have more questions about templates? Let us know in the comments!

Benefits of Electronic Signature include:

· Shorter sales cycles: Instead of waiting days or weeks for a contract in order to start work, your client or customer can give you the green light to get started within minutes, not days.

· Slash operating costs: Electronic Signature senders and signers don’t have paper, ink, postage or long distance fax charges…nor do they have the costs associated with manual data entry.

· Copies for all parties: Signers and senders alike have access to the digital documents once they’ve been executed. Signers can download the completed document(s) to store them locally, on their own machines or print them out and file. Certificates of completion will also include time stamp and other information associated with the electronic contract execution process.

· Create an Archive: DocuSign provides users with an interface that enables them to manage their documents. This visibility and control means that senders can see which signers have signed, which still need to sign, if signers have even opened the document, etc.

· Increase Security: DocuSign’s authentication and security processes enables signers to create their own unique signatures, protecting their identities and data.

DocuSign Professional, Professional Advance, and DocuSign Corporate also includes some of the premium features mentioned by Ms. Gregory, depending on which service you use:

· Customized branding

· Online reporting

· PDF encryption

· Auto-filing/archiving

· Reminder options

· Support of various document types

As well as features not mentioned by Ms. Gregory:

· Integration with Salesforce, for DocuSign Connect for Salesforce users

· Integration with all the major Real Estate forms for Realtors and other Real Estate agents

· Multiple Signer and Sequential Signer options

· Microsoft Outlook integration

· “Sign Here” tabs to ensure collection of all needed signatures

DocuSign automates the contract execution process so you literally don’t have to run around town collecting signatures, overnighting documents, finding a fax machine that works or otherwise tear your hair out because all you need is an internet connection, a browser, and DocuSign and you’re in business. Literally.

Here’s how it works: (NO registration or account required)

1) Upload your files on LOOP Apps

2) Name your new combined file (e.g. Sales Contract)

3) Click Free ESIGN button

4) Complete the web form, set your recipient and submit for delivery

What happens after you submit?

Your recipient will receive an email, asking him/her to sign your documents. The recipient clicks the review link and then drops their signature on the document to sign. You also have an option for you to sign as well. That’s it. Check your email for a copy of the final executed document.

To experience the power of LOOP and DocuSign Express:

LOOP Apps

Google Gadget

Firefox Plug-In

Try DocuSign Express – it’s fast, simple and gets you the signatures you need in a fraction of the time. No more fax, no more overnighting, and much more time! If you’re looking for a complete solution, check out DocuSign Professional or DocuSign Professional Advanced – electronic signature and online contract execution to help you make more money.

Since blogging more regularly since January ‘09, we’ve seen:

• electronic signature & online contract execution innovation in DocuSign 9.1, which include:
  • electronic signature personalization
  • email-like simple and powerful sending
  • Intelligent Document Recognition™ (IDR)
  • Support for additional document formats
  • “Signing Host” for in-person signing experiences

We’ve also launched a new Web site, explaining different electronic signature and electronic contract execution plans:

• DocuSign Professional Standard gets you:
  • Easy Sending and Signing: Send any printable document for signers to sign using a familiar signing process. All you need is a browser.
  • Flexibility: Use “Sign Here” tabs or free form signing options with multiple documents to numerous signers.
  • Legally Enforceable: Signatures executed via DocuSign’s service are 100% compliant with the legal requirements established by ESIGN and UETA.
  • Secure Vaulting and Document Management: Access your securely vaulted documents and their status via your own web console.
  • Optional Branding: Add your own logos, personalized messages, and colors to customize your experience and display your company’s branding.
• DocuSign Professional Advanced also gives you:
  • Time Saving Templates: “One click” contract preparation includes workflow and precise signature placement for your documents.
  • Convenience: DocuSign will automatically send reminders and document expiration notices to senders so you don’t have to.
  • Productivity Enhancements: Efficient document routing with sequential signing and correction controls.
  • Ease of Use: Simple and powerful user interface designed for high volume users, reducing the learning curve.
  • Bulk Sending: Automate mass sending operations by instantly sending documents en masse.
  • Microsoft Outlook® Integration: Automatically import your contacts from Outlook.
• DocuSign Corporate

We’ve also released the DocuSign Developer Center, to enable others to integrate the power of e-signature and online contract execution with their mission-critical processes. The DocuSign Developer Center provides:

• resources for the developer community
• API access
• forums to communicate with other electronic signature and online contract execution developers
• knowledge sharing with DocuSign experts

What we haven’t done is hear your feedback on our blog content – what do you want to read more about? See more of? We’ll still talk about what we know (and love) – electronic signature and online contract execution, what’s happening with DocuSign, new features, releases and customer stories… We want to know what you’re interested in. Leave a comment or ping us on Twitter. We’d appreciate your feedback.