How It Works
DocuSign makes it easy and fast to get your documents signed. Whether you need to close a big sales contract, keep your company trade secrets safe with an NDA or buy a home, DocuSign is the easiest, fastest, most secure way to get a signature—anytime, anywhere, on any device.
Send a document
Add your documents.
Add as many documents and pages as you need. DocuSign supports all main file formats including Microsoft Word, Microsoft Excel, Adobe Acrobat PDF and many others. You can capture documents from your hard drive, popular online sites like Box, DropBox, Google Docs and Salesforce, or choose from an existing template in DocuSign.
- Add signers.
Type the name and email address for each person who needs to sign. Add as many as you need, and put them in any order you want.
Add tags for guided signing and send for signature.
Drag and drop “Sign Here” tabs right onto your document where you need each person to sign or initial. You may also place data fields for information like an address or date, to fill out. Click “Send” and you are done!
Sign a document
Signers are alerted by email to sign.
You or your signer receives an email with a message requesting to sign online with DocuSign. Click the link in the email to open the document for review. Signers do not need a DocuSign account to sign. The document is not sent as an attachment. Instead, it stays secure in DocuSign. When your signer clicks the button, your document with the “Sign Here” tabs will appear in a browser.
Signers are guided through the process to sign.
DocuSign guides the signer from tab to tab where a signature, initial or other information is needed. The signer clicks the tabs to place their signature in the document. If the signer hasn’t yet created a signature, DocuSign guides them through that quick and easy process, too!
Confirm signing.
Once signers have completed all form fields, initialed and signed in all required places, DocuSign asks signers to confirm signing as the final step. Once signers click “Confirm Signing,” they’re done!
Save for your records
Save.
Sender and signer have anytime, anywhere access to signed documents securely in the cloud – or you can download or print as needed.
DocuSign makes it easy and fast to get your documents signed. Whether you need to close a big sales contract, keep your company trade secrets safe with an NDA or buy a home, DocuSign is the easiest, fastest, most secure way to get a signature—anytime, anywhere, on any device.
Send a document
- Add your documents.
Add as many documents and pages as you need. DocuSign supports all main file formats including Microsoft Word, Microsoft Excel, Adobe Acrobat PDF and many others. You can capture documents from your hard drive, popular online sites like Box, DropBox, Google Docs and Salesforce, or choose from an existing template in DocuSign.
- Add signers.
Type the name and email address for each person who needs to sign. Add as many as you need, and put them in any order you want.
- Add tags for guided signing and send for signature.
Drag and drop “Sign Here” tabs right onto your document where you need each person to sign or initial. You may also place data fields for information like an address or date, to fill out. Click “Send” and you are done!
Sign a document
- Signers are alerted by email to sign.
You or your signer receives an email with a message requesting to sign online with DocuSign. Click the link in the email to open the document for review. Signers do not need a DocuSign account to sign. The document is not sent as an attachment. Instead, it stays secure in DocuSign. When your signer clicks the button, your document with the “Sign Here” tabs will appear in a browser.
- Signers are guided through the process to sign.
DocuSign guides the signer from tab to tab where a signature, initial or other information is needed. The signer clicks the tabs to place their signature in the document. If the signer hasn’t yet created a signature, DocuSign guides them through that quick and easy process, too!
- Confirm signing.
Once signers have completed all form fields, initialed and signed in all required places, DocuSign asks signers to confirm signing as the final step. Once signers click “Confirm Signing,” they’re done!
Save for your records
Save.
Sender and signer have anytime, anywhere access to signed documents securely in the cloud – or you can download or print as needed.
"DocuSign makes us heroes to our customers."
Perry Bakke
Manager, International Contracts
Cisco Systems
