How it Works - DocuSign Ink for iOS
Add a Document to Get Started
Step 1: Select Sign & Send
Click the "Sign & Send Button" in the left navigation bar to sign documents and/or get signatures from others.
Step 2: Add a Document
Tap the "add" a document icon. You will be prompted to login into your document source of choice. In order to access any 3rd party document source you must have an existing account with the service provider you have selected.
You can add one or multiple documents to any transaction. Each document will need to be added one at a time.
Adding a Document from an Email Attachment
You may also add documents directly from an attachment in an email. Simply open your email and tap and hold the attachment to bring up the "Open In..." menu and select DocuSign Ink.
Adding a Document from Another Application
Find the document in the app of your choice, select "Open In" and choose DocuSign Ink. A few examples of apps that support "Open in..." include Mail, Safari, SugarSync, Adobe Create PDF, Documents on the Go, and many more.
Sign Now (No additional Signer)
Step 3: Select "Sign Now"
If you're simply signing and returning a document, Select "Sign Now" as Step 3. Otherwise Jump to "Add a Signer."
Now that you have added your document, you are ready to select the signer of the document.
Select "Sign Now" if you are the only person signing the document.
Select "Add a Signer" if other individuals are being requested to sign the document as well. For a full step-by-step on requesting signatures from other please click the "Send" tab on this page.
Step 4: Add Your Signature
Tap, hold, and drag a tag from the Signature Tag bar onto the document below.
If you haven't already created your signature, you will be given the option to draw or import your signature through the DocuSign Ink Capture feature or from Photos.
Step 5: Finish and Return
Click the "Finish" button in the upper right hand corner. You will be prompted to select how you would like to return the signed document: email, save to DocuSign, save to a third party cloud storage.
Request a Signature
Step 3: Select a Signer
Now that you have added your document, you are ready to select the signer/signers of the document.
Select "Add a Signer"
Step 4: Add Signers and CCs
You can add one or multiple signers to a document. In order to add a signer you simply type their name and valid email address. Yes, you will need the signer's email address for security purposes.
Don't forget to select the "role" by tapping on the selected role. You have the options of having the individual sign in person, sending an email for the person to sign remotely, or just to send a copy (no signature required) to individuals. Once you have enetered the name, email, and role of the signer, you will click "Add" in the top right hand corner.
Please note: in order to add yourself as a signer, you must first add the additional signer and then you will be given the option to add yourself. If you are the only signer of a document, then selecting the "Sign Now" button on the previous screen is the correct way to initiate the signing process.
Step 5: Select the Signing Order
Once you have added all the individuals you are requesting to sign the document, you can then select the signing order by tapping and holding the "drag icon." Each signer will receive the request to sign in the order they are selected.
In the example below, Jenna will be the first person requested to sign the Rental Agreement. Once Jenna has signed, Megan will then receive a request to sign the document.
Once you have set the order and customized your email subject line and copy, you will press the yellow next button in the top right hand corner to begin placing your signing tags. Don't worry, clicking next will NOT send your request.
Step 6: Placing Signing Fields
From this screen, you can place signature tags and fields to guide the signing parties on what sections need to be completed and signed by them.
First select the party you are placing your tag for by clicking the "Place fields for..." text in the top navigation bar. In the example below, you are set to place tags for Jenna Ryan. Once you have completed placing tags for Jenna, you would change the selection to Megan Lew to begin placing tags for Megan.
Once you have selected the correct signer, you can begin placing the "sign here" tags and fields in the document. Select the field you want to place from the top navigation bar. Once it is selected, tap the document in the location you want to place the tag. This feature is NOT drag and drop, but rather a simple select and tap.
If you have not selected any item from the top navigation bar, you can also tap the location you want to place a field to access the shortcut pop-up menu. Fields include: Signature, Initials, Name, Date, Textbox, Checkbox, Company, and Title.
Once you have placed the tag in the document, you can move or delete the tag by clicking and holding the tag.
If you have multiple documents in your request, you can switch the documents you are tagging by hitting the page icon in the top right hand corner next to the "send" button.
Step 7: Send the Document
Once you have place all the tags for the signers, you are now ready to send the document out for signature. Each recipient will receive the document in the signing order you determined. Click the yellow "Send" button in the top right hand corner to complete your transaction.
The "Documents" tab allows you to access all documents stored in your DocuSign account. Think of this as your DocuSign file cabinet.
Tap the "Filter" button to filter your documents by status.
By clicking on a document, you can view the document status. In the example below, the PTO request is waiting for Robin Joy to sign the document.
What is DocuSign Identity?
A DocuSign Identity is much more than just your signature. Your identity includes your DocuSign usage, your personal information, and your photo. You have the option of displaying your identity to anyone that clicks your signature on an electronic copy of a document. Your identity privacy settings are completely customizable.
Why would I need one?
A DocuSign Identity enables others to confirm that you are who your signature says you are. The information associated with your identity makes the signature more trustworthy and secure.
Editing your Identity:
Manage your Account
Under the account tab, you can view your DocuSign account plan and remaining signature requests available. Big or small, DocuSign has a pricing plan to match your needs. To learn more about our advanced features and functionality, visit our Plans & Pricing page to upgrade online. With any DocuSign account, you can login and access your account from the web @ www.docusign.net or via the mobile app - one account, multiple device access. Simply use the same username and password across all devices.
What is an Envelope?
A DocuSign Envelope is just like a regular envelope. It is a container of documents and signing instructions for sending to a group of receipts. It could be one simple signature on one document or many signatures on several documents from one or more signers.
Why should I buy Envelopes?
If you ask people to sign a document through DocuSign Ink, you will be charged for one (1) envelope. In order to keep requesting other people's signature on additional documents, you will need more envelope credits.
You can purchase envelopes one at a time or you can sign-up for a DocuSign monthly or annual plan. Check out our plans and pricing @ http://www.docusign.com/products-and-pricing to learn more.
From the user setting tab, you can update your password.