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How to send documents for electronic signature?

Introduction

Once you integrate your online office with the DocuSign service, you will be able to send documents, spreadsheets and presentations for electronic signature right from your portal and receive signed documents as PDF files stored in the specified folder of the Documents module.

This is a great way to simplify and accelerate your document workflow. Now you can easily sign documents without printing out and scanning them. This step-by-step guide will show you how to send a document for approval and receive its signed copy.

Sending documents for signing

On your portal, go to the Documents module and select the document you want to send for signature.

  1. Right-click the document or use the Actions Actions Icon icon to the right of the necessary file, then select the Send with DocuSign option from the menu.
  2. In the Sign document window that opens, change the document name for the signed file, if necessary.
    How to send documents for signature? Step 1 How to send documents for signature? Step 1
  3. Select the folder you want the signed file to be saved to. The My Documents section is selected by default.
  4. Create the Signer recipient list. Click the Add user link, select necessary portal users from the list and click the Save button. If you need to remove a user from the list, hover the mouse pointer over the User Icon user icon so that it turns into the Trash Icon trash icon. Click this icon to delete the user from the recipient list.
    if you leave the recipient list unchanged (i.e. empty), you'll need to add at least one recipient from your DocuSign account contacts later to complete the sending operation.
  5. Click the Add message link to display the text entry field and add an accompanying message for all the recipients.
  6. Click the Send button. You will be redirected to your DocuSign account that opens in a new web browser tab.
  7. Verify the recipient list and change it, if necessary. To do that click the Other actions button in the upper right corner and select the Edit Recipients option. When the recipient list is adjusted, click Done.
  8. You need to add a particular signature field for each of the recipients. First select the recipient you want to add the signature field for using the list in the upper left corner. In the Standard Fields panel on the left, find the necessary field type. In this case, we will use the Signature option. Click the selected field and drag to the necessary place in the document where you want the signature to be added. The signature field is marked with a color that corresponds to the selected recipient. Repeat the operation to add signature fields for all the recipients.
    How to send documents for signature? Step 1 How to send documents for signature? Step 1
    to learn more on how to add signing fields to a document you can also refer to the official DocuSign documentation.
  9. Click the Send button in the upper right corner. You will be redirected to the Documents module of your online office.

Signing documents

Each recipient will receive a notification via email that the document has been sent to him/her for signing. He or she will not have to create own DocuSign account and connect it to the portal to sign the document. It is sufficient to do the following:

  1. Click the Review document button provided in the received email message. The document will open in a new browser tab.
    How to send documents for signature? Step 2 How to send documents for signature? Step 2
  2. Accept the service terms checking the I agree to use electronic records and signatures box and click the Continue button.
    In case you want to decline the signing request, click the Other actions button in the upper right corner and select the Decline to Sign option.
  3. Click on the Start label, then click on the signature field in the document where your signature is required.
    How to send documents for signature? Step 2 How to send documents for signature? Step 2
  4. In a new window that opens, select a preferred signature style or draw your signature with the mouse, then click the Adopt and sign button to apply the signature.
  5. Click the Finish button in the upper right corner.

If you have already used the DocuSign service before, you will not need to perform some of the actions listed above.

so that other portal users can send files for signature themselves, they must have own DocuSign account connected to the Documents module in the Settings -> Connect accounts section.

Viewing signed files

Once all recipients signed the document using DocuSign, you'll receive a notification via email and/or Talk that the document is completed. If one of the signers declined signing, you will also receive the corresponding notification.

you can change the notification settings on your profile page in the Subscriptions -> Documents section.

The signed document will be automatically saved in the specified folder of the Documents module as a PDF file.

Each recipient will also receive an email with the signed file in the PDF format as an attachment. You can Download it, View or Save to Documents using the Actions Actions Icon menu on the right.

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