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Tag: Success (page 2 of 4)

Quick Tip Tuesday (Classic Tip): Reminders and Expirations

Using DocuSign, senders have the ability set when documents will expire. Reminders are a particularly useful DocuSign feature. Signers often need to be reminded multiple times to review some paperwork or sign a document before…
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Quick Tip Tuesday: Pre-filled Form Fields

Did you know you can pre-fill form fields before sending a DocuSign document? Simply add information when you’re completing the field. If you lock the field, users will not be able to update information–such as…
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Quick Tip Tuesday: Sharing documents in the New DocuSign Experience

With shared documents, users on the same account can view and take action on shared documents. Team members and delegates can help each other with document management tasks, such as sending reminders or correcting recipient…
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Quick Tip Tuesday: Adopting Multiple Signatures, Why?

DocuSign offers a feature that allows you to adopt multiple signature types. This way you can have a signature that reflects your legal name with your middle initial, your hyphenated name, or your drawn signature…
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Quick Tip Tuesday: Last Minute Taxes

To all of the procrastinators: Never fear, DocuSign is here. Previously, we showed you how to upload tax documents. Let’s now look at adding tags and ancillary documents. If you are sending your document to…
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Quick Tip Throwback: Resetting user passwords in DocuSign

If you’ve forgotten your password, there are a few ways to request a password reset. As a user, you can request a password reset from the DocuSign site. To request a password reset as a…
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Quick Tip Tuesday: DocuSign your Taxes

Ready for tax season? DocuSign can help you with your forms to prevent busywork. Downloading your tax forms: http://www.irs.gov/Filing Most tax forms are located on the IRS website. Download your needed form(s) and save it…
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Quick Tip Tuesday: Adding a User in the New DocuSign Administration Experience

The New DocuSign Experience is proud to offer an improved administration experience for administrators of multi-user accounts. Functions like adding a user have never been easier! To add a user, follow these steps: From your DocuSign account,…
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Quick Tip Tuesday: Still using the Classic DocuSign Experience? Switch to the New DocuSign Experience today!

Does your DocuSign console look like this when you log in? If so, click one of the highlighted buttons to switch to the New DocuSign Experience today! With an improved look and feel, and an…
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This is How Higher Education Will Benefit From Going Fully Digital

This post is the tenth and final installment of our series: “Adoption Playbooks: Providing a deployment framework to maximize results.”  We hope you have found these blog posts and the accompanying white papers insightful.  If you were to…
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