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Is DocuSign easy to use? |
How do I apply my own signature to a document? |
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Is DocuSign easy to use?It’s as easy as 1-2-3! To see a full demonstration of the sending process, click here.1. Click the icon associated with DocuSign. This will display in the lower right corner of your monitor. 2. Print your disclosures to DocuSign. 3. Log into your DocuSign Web account. 4. Follow the simple steps to send out your disclosures for electronic signature. What do my customers see?Contract signers, your customers, follow an intuitive, simple process to electronically sign your documents. To see a demonstration, click here.1. Your client will receive an email with a link to the document. In order to access the document, they will enter their email address and, optionally, a security code set up by you. Is it legal? Is it binding?Federal ESIGN Legislation (Electronic Signatures in Global and National Commerce Act) enacted by Congress in 2000 gives the same legal protection to online signing as to traditional pen-and-paper signing. The law states that, "In effect no contract can be denied on the basis that it is electronic, and when executed correctly, electronic contracts should be treated like any other contract under ordinary contract law."Realfast DocuSign provides a comprehensive method for ensuring that all legal elements of proof are managed throughout the electronic document signing cycle. For more information on how we’re legal, please visit www.docusign.com/resources. How do I sign up for an account?You can sign up for Realfast for DocuSign by visiting our Pricing section and clicking the ‘Buy Now’ option.If you are uncertain as to whether you have a DocuSign account or have questions about downloading the print client, please touch base with the DocuSign Customer Service department at service@docusign.com. If your questions tend to be more technical in nature, we recommend you reference DocuSign's Resources section and Knowledge Base. What is Sequential Signing?The Sequential Signing feature allows documents to be sent for eSignature in a specified order such as 1,2,3 or 1,2,2,3, etc. Thus, recipients will only receive notifications to sign documents when the preceding signers have completed the signing process in the order prescribed by the sender.What is ID Check?ID Check – refers to a service provided by Verid. With ID Check, the DocuSign system will generate a series of questions based on your personal history that only you will know. You are the only one who ever will see this information, and the system merely records a pass/fail ability; it does not store the questions presented, or the answers you provide. Senders will incur additional charges when using ID Check on their envelopes.What is DocuSign Web?The world class e-signature service for small business. Send documents right from your browser. Just add one or more documents to a DocuSign envelope, drag the familiar yellow ‘sign here’ style tabs into the document and click send.he same way that you or your administrative assistant would prepare your hard copy real estate transaction documents, DocuSign Professional uses advanced intelligent document recognition technology to automatically create and apply templates to documents and sets of documents that you send over and over, eliminating approximately 90% of the time it takes to send contracts for signature. Learn more in the video on how DocuSign Professional works on our Resources page. |
How do I apply my own signature to a document?During the initial Envelope creation process add your own email address as well as the persons who are going to sign your document.As with your customers you will be sent an email asking to sign the document; please do so as this will add your signature to the same document that your customers will sign. How do I change my email address?1. Please go to DocuSign Log In and log in with your user name and password.2. Once you have logged in, please click on the Account button and scroll down to Change Email How do I add or modify custom fields?1. Please go to DocuSign Log In and log in.2. Once you have logged in, please click on the Account button and scroll down to Manage Account. 3. This will then bring you to a screen that shows your account (or accounts if you have multiple) Please double click on the account name you wish to change. 4. After you have double clicked your account name it will bring you to the Account page. Inside this page please click the button that says Address. 5. Here is where you can add up to 3 custom fields. The custom fields will appear on the Envelope Tracking window. (the part where you write the email). What if my customer/client isn’t receiving the notification email to sign?This typically occurs due to the emails being filtered out on the client’s side. Some possible reasons this may happen include very strict internal/external firewall settings, the email landed in the users SPAM/JUNK folder or the email address supplied is incorrect. If the issue is the users firewall or SPAM settings; please have them allow incoming requests from DocuSign. If it is necessary they may need to allow incoming emails from dse@docusign.net. This is the email address that all the emails from the DocuSign system will originate from. NOTE: Even when you send out an email it comes from the dse@docusign.com email alias, however it is sent on behalf of you (the sender of the document) The user may also need to allow the following IP addresses in order to work within DocuSign as well.
In the event that your client is unable to allow DocuSign emails you may want to request an alternate email address from a different domain. How do I cancel my account?Please send a cancellation request to service@docusign.com. Please include your full name, email address, company name and phone number. A confirmation email will be sent to the email adress on your DocuSign account. How do I reset my password?We offer a few different ways to have your password reset. 1. Please send us an email at service@docusign.com from the email address that you wish to have the password reset for.NOTE: In order to help facilitate this process please also include the word "password" somewhere in the subject line of the email. When your password is reset you will receive a "Password Reset" email from service@docusign.com. The email will be sent to the email address that originally sent the password reset request. Once you click the link inside the email it will take you to a secure web page that will allow you to chose another password and also specify another "Secret Question" 2. Use the "Secret Question" process. The "Secret Question" is the method that our automated password reset system uses to reset your password. You can access the automated password reset system by clicking the link right below the log in page (where you enter your email address and password) that says "Forgot your Password?" or by clicking the following link. Forgot your Password and following the on screen instructions. How do I save documents to my hard drive?From the DocuSign Console:1. Locate the Envelope you want in your Inbox or Sent Items folder. 2. Double Click on the Envelope you want to save. 3. Click the Printable Version link in the upper right-hand corner of the screen. This will launch Adobe Acrobat. 4. When the document is visible in Acrobat, choose the disk icon in the Acrobat toolbar. Name the document and save it to a location on your hard drive. How do I print documents?1. Please go to DocuSign Log In and log in.2. Locate your document by clicking on the Inbox folder. 3. Double click to open the document. 4. Click on the Printable Version link in the upper right. Adobe Acrobat will launch in a new window with your file displayed in PDF format. 5. Print the PDF using the print command or by going to "File" and the scrolling down to "Print" How do I change my account name and address?1. Please go to DocuSign Log In and log in.2. Once you have logged in, please click on the Account button and scroll down to Manage Account 3. This will then bring you to a screen that shows your account (or accounts if you have multiple) Please double click on the account name you wish to change. 4. After you have double clicked your account name it will bring you to the Account page. Inside this page please click the button that says Address 5. Once you are inside the Address Correction portion of the Account Menu you will see the field where you can edit the name of the account. Simply remove your current account name or address and then type in the name or adress. 6. Once you have edited the account name or address please click on the "Save" button located in the bottom right corner of the page. Once you have clicked the Save button it will return you to the Manage Accounts screen. Your Account Name or Address has now been changed. How do I add/change my credit card information?1. Please go to DocuSign Log In and log in.2. Once you have logged in, please click on the Account button and scroll down to Manage Account 3. This will then bring you to a screen that shows your account (or accounts if you have multiple) Please double click on the account name you wish to add/adjust the credit card information on. 4. After you have double clicked your account name it will bring you to the Account page. Inside this page please click the button that says "Account" (Usually the default page after double clicking your account name is the account page) 5. Make the adjustments you wish to make and click the "Save" button located at the bottom right corner of the screen. How do I reset my customers\clients password?We offer a few different ways to have a password reset.1. Please have your customer/client send us an email at service@docusign.com from the email address that they wish to have the password reset for. NOTE: In order to help facilitate this process please also have them include the word "password" somewhere in the subject line of the email. When your customer/clients password is reset; they will receive a "Password Reset" email from service@docusign.com. The email will be sent to the email address that originally sent the password reset request. Once they click the link inside the email it will take them to a secure web page that will allow your customer/client to chose another password and also specify another "Secret Question" 2. They can use the "Secret Question" process. The "Secret Question" is the method that our automated password reset system uses to reset a password. Your customer/client can access the automated password reset system by clicking the link right below the log in page (where you enter your email address and password) that says "Forgot your Password?" or by clicking the following link. Forgot your Password |
