DocuSign Ink - How It Works
3 Ways to Import Documents
1. Import using your existing account from Salesforce.com, Dropbox, Box, Evernote, or Google Drive
Tap on the corresponding button and you will be prompted to login to your document source of choice. From here you can select the document you want to either sign or send remotely to get a signature.
- 1. Choose source
- 2. Login to your account
- 3. Select the document
2. Import using an app that supports "Open In…"
The growing list of apps that support Open In include Mail, Safari, SugarSync, Adobe CreatePDF, Documents To Go, and more.
In Mail, tap and hold attachment until the “Open In...” menu appears. Select the “Open In...” and choose DocuSign Ink from list.
In other 3rd party apps, tap the “Open In...” button. Select DocuSign Ink from list or select the “Open In...” button to open in DocuSign Ink
3. Take a pic of a document using DocuSign Ink's Capture feature
If your device has a built-in camera, you can use the DocuSign Ink’s Capture feature to take a photo of the documents you wish to sign or send for a signature. You can also import images from your iOS Photos app.
For Camera app
- 1. Select Camera
- 2. Fit doc in window
- 3. Tap capture button
For Photos app
- 1. Select Photos
- 2. Select the photo from album
Signing Your Document
1. Import Documents and Tap Sign
Import the documents you wish to sign through one of the import options. When you are done importing, select the “Sign” button.
2. Add Your Signature Tags
Tap, hold, and drag a tag from the Sigature 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.
3. Click Finished when done
Click “Finished” when you are done! DocuSign Ink will create an email for you with your signed document attached. All you need to do is add the email address and send.
Sending Documents For Signature
1. Add In-Person and/or Remote Signers
After importing documents through one of the import options, enter the full name and email address of the person you wish to sign. You can also add your signer through your Contacts. You must enter both name and email to send.
In-Person: Signers who are standing next to you who can sign on your iOS device
Remote: Remote signers who will receive an email invitation to sign
2. Add Your CC, Subject, Note, and Signing Order
Tap on the “CC, Subject, Note, Signing Order” field to customize the email.
3. Click Send when done
Click “Send” when you are done! If you added an In-Person signer, DocuSign Ink will ask you to finish the In-Person signing experience next. You will also receive a notification when the remote signers have completed signing the document.