This guide will demonstrate how to sign a document using DocuSign through a step-by-step guide.
- When someone sends you a DocuSign document for your electronic signature, you first receive an email form DocuSign sent on behalf of the sender.
- Open the email and review the message from the sender.
- Select ‘REVIEW DOCUMENT’ to begin the signing process.
- Agree to sign electronically. Review the consumer disclosure, and select the checkbox ‘I agree to use Electronic Records and Signatures’.
- 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’.
- Review the documents by scrolling or using the page thumbnails in the right-hand navigation pane.
- 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.
- Select the ‘SIGN’ tag.
- Verify that your name and initials are correct. If not, change them as needed.
- Select ‘ADOPT AND SIGN’ to adopt and save your signature information and return to the document.
- When you finish clicking all signature tags in the document, confirm signing by selecting ‘FINISH’.
- 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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