How to sign a document with DocuSign

Created by Callum Heap, Modified on Wed, 1 Nov, 2023 at 9:28 AM by Callum Heap

This guide will demonstrate how to sign a document using DocuSign through a step-by-step guide.

  1. When someone sends you a DocuSign document for your electronic signature, you first receive an email form DocuSign sent on behalf of the sender.
  2. Open the email and review the message from the sender.
  3. Select ‘REVIEW DOCUMENT’ to begin the signing process.

  1. Agree to sign electronically. Review the consumer disclosure, and select the checkbox ‘I agree to use Electronic Records and Signatures’.

  1. Select ‘CONTINUE’ to begin the signing process. To view and sign the documents, you must agree to conduct business electronically. To view additional options, click ‘OTHER ACTIONS’.
  2. Review the documents by scrolling or using the page thumbnails in the right-hand navigation pane.
  3. When you’re ready to sign, select the ‘START’ tag on the left to begin. You are taken to the first tag requiring your action.
  4. Select the ‘SIGN’ tag.

  1. Verify that your name and initials are correct. If not, change them as needed.
  2. Select ‘ADOPT AND SIGN’ to adopt and save your signature information and return to the document.

  1. When you finish clicking all signature tags in the document, confirm signing by selecting ‘FINISH’.
  2. A message appears stating that you have completed your document. You can now download a PDF copy or print a copy of the document. The sender receives an email with the signed document attached, and the signed document appears in their DocuSign account.

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