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Quick Tip Tuesday: Geolocation and DocuSign – What you need to know

Do I have to share my location information with DocuSign?

Sharing your location information is a browser related setting that is not mandatory. DocuSign does not require that signers share their location information in order to sign a document; it is completely optional.

Why does DocuSign request this information?

DocuSign includes geolocation information in the Certificate of Completion as part of the full audit trail of a document, though this is not required.

This information also allows DocuSign to display the ‘Signed in Location’ on a map. If enabled, the completed documents can link to a Google Maps Pin showing where the signing took place.

Note: The Certificate of Completion is a record associated with completed documents that identifies the sender, all signers, the date and time of signing, and if location settings are enabled, the location of signing.

How do I ensure my location settings are properly set up?

When signing a document for the first time, the browser will display a dialog box asking for permission to share your location. Simply click “allow” (or the equivalent, depending on your browser) to take full advantage of the geolocation functionality.

How Do I view the ‘Signed in Location’ map for a completed Document?

  1. From your DocuSign account, click the Documents tab.
    QTB.7.28 (1)
  2. Click the title of the completed document you wish to open.
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  3. Click the More menu, then select History.
    QTB.7.28 (3)
  4. Scroll to the signer information and click Signed in Location.
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    The map location is displayed.
    .QTB.7.28 (5)

These links may provide information to help manage your browser location settings:

Google Chrome

Firefox

Internet Explorer

Safari

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4 Comments

  1. Great tip. A great way to track where and when a document was signed.

  2. Great method to Track Purchasing.

  3. Does this work from mobile app too

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