How DocuSign works

1. Add your documents

DocuSign accepts Word, Excel, PDF and many other file formats. Grab documents from your hard drive, popular sites like Box, DropBox, Google Docs and Salesforce, or choose a DocuSign template.

2. Type recipients

Type the names and email addresses for your signers and specify the order in which they should sign.

3. Place your tags and send it

To guide recipients, just drag and drop “Sign Here” tabs directly onto the document in places where you need them to sign or initial. You can also add data fields for them to fill in such as address or date. Click "Send" and the recipients will be alerted by email. You’re done!

Choose the solution trusted by banks & law firms

DocuSign meets or exceeds national and international security standards, including strict security policies and practices that set the standard for world-class information security. We continually drive industry best practices in third-party audits and certifications, third-party assessments, and on-site customer reviews.

1. Click the link in your notification email

You’ll be taken directly from the alert email into DocuSign to begin the signing process.

2. You’ll be guided through the signing process

Easy-to-follow instructions and Sign Here tabs guide you smoothly through the signing process.

3. Confirm signing

When you’re finished, click Confirm Signing and DocuSign will send email alerts to everyone verifying that the document has been signed. You’re done!

Choose the solution trusted by banks & law firms

DocuSign meets or exceeds national and international security standards, including strict security policies and practices that set the standard for world-class information security. We continually drive industry best practices in third-party audits and certifications, third-party assessments, and on-site customer reviews.

Documents are saved automatically

Once completed, both senders and signers have 24/7 anytime, anywhere access to documents online and can download and print as needed.

Review Audit Trail Anytime

In addition to saving documents, DocuSign also saves the data related to life of documents. You can review who signed, when and where they signed, whether any changes were made and by whom.

Choose the solution trusted by banks & law firms

DocuSign meets or exceeds national and international security standards, including strict security policies and practices that set the standard for world-class information security. We continually drive industry best practices in third-party audits and certifications, third-party assessments, and on-site customer reviews.