You can fax documents to a signer and track the transaction through your DocuSign account. This guide explains how sending documents to sign by fax works.
To add a fax recipient, first select the Fax option in the drop-down.
To include a note to the fax recipient on the fax cover sheet, click More and select Add private messageand enter your message.
TIP: Use the private message to instruct the fax recipient to return the signed document with the DocuSign fax cover sheet. If the fax recipient fails to use the provided fax cover sheet and faxes the document normally, the fax recipient's actions will not be recorded in your DocuSign account.
When the fax recipient receives your fax, they complete the document and then fax it back to DocuSign using the provided cover sheet.
IMPORTANT: The fax recipient must use the provided fax cover sheet and fax back the completed documents to the phone number listed on the cover sheet. Numbers are provided for different geolocations.
Once you send an envelope to a fax recipient, you can monitor the progress just like you would any regular email recipient.
View recipient status in Details - Locate the envelope in your Manage list and click it to open the Details view. The fax recipient's information and latest action on the envelope are shown.
Completed fax is appended to the sent documents - From the Details view, the returned fax from the signer is added to the documents that you sent. The file name is "Signed-on-Paper_" followed by a unique identifier. You can see the file in the thumbnail view and it is included when you download or print the documents.
History lists fax actions - From the Details view, click More and select History. All fax recipient actions are listed in the History.
The signature event is recorded in the Certificate of Completion - From the History, click View Certificate, then open the downloaded certificate.
When an envelope is sent to a fax recipient, DocuSign adds a fax cover sheet and faxes the documents to the recipient's fax number. The recipient signs the faxed documents, fills out the DocuSign fax cover sheet, and then faxes the completed documents back to DocuSign using the number shown on the cover sheet.
When DocuSign receives the fax, the documents are attached to the envelope and the envelope is completed or sent to the next recipient in the routing order.
The Document History and Certificate of Completion include the fax recipient's actions and information as part of the envelope's secure audit trail.
IMPORTANT: The fax recipient must fax back the completed documents to the phone number listed on the cover sheet. Numbers are provided for different geolocations.
Using a signing order with fax recipients
You can include fax and regular email recipients on the same envelope. The envelope is sent to recipients in the signing order you specify. When the signing order reaches a fax recipient, the documents are faxed to the recipient. When the fax recipient returns the documents, the envelope is sent to the next recipient in the order.
Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, check your account plan or contact your Account Manager or Customer Support. Visit our Contact Support web page for contact options to reach Customer Support.
DocuSign attempts to fax the recipient four times. If the fax number is busy or rings 10 times without being answered on the initial attempt, the system tries to resend the fax 3 minutes later. If that attempt fails, it tries again 5 minutes later, and if that attempt fails, it tries 10 minutes later. After four attempts, the fax is considered to have failed. Or if the system gets a voice answer during any fax attempt, the fax is considered to have failed.
If the fax attempts fail, you can either resend the envelope or correct to edit the fax number and resend the envelope.