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Signing a document with DocuSign
is quick and easy, and the process does not require
you to have a DocuSign account.
The signing process starts when you
receive a secure email notification to review and sign
a document.
In this example, you're renting a car
from the Acme Rental Company.
The company has sent you a rental agreement
to complete and sign.
When you're ready to begin, you'll select Review Documents.
Your signing experience will vary
depending on the type of agreement and the fields
that you're required to complete.
Before you can review the document,
you were asked to review the electronic record and signature
disclosure and select the checkbox to proceed.
Select Continue to access the document for review.
Your document can contain various types of fields
as defined by the sender.
In this example of a car rental agreement,
you can select the vehicle type from a list of options.
Enter a start and end dates for the rental term,
and enter other required information.
The document may also include an option to add an attachment.
For example, this rental agreement
requires you to upload a copy of your driver's license.
Provide your contract details and select
some optional add-ons if desired.
Finally, you're ready to sign the document.
If this is the first time that you have signed using DocuSign,
you will be asked to adopt a signature.
You can select one of the predefined styles
or you can draw your own signature.
Select Adopt and Sign to adopt your signature.
Select Finish to confirm signing.
Depending on the sender's account settings,
you may be asked if you want to set up a free DocuSign
account to save a copy of your document.
Remember, having a DocuSign account
is not required, but can make it easy to access
all of your documents in one central location.
Once the document has been signed by all parties,
you will receive a copy by email.
The signed document may be attached to the completed email
notification.
Otherwise, select View Completed Documents
to view the signed documents online and download them
to your local drive.
DocuSign enables you to take other actions
before signing a document.
Let's take a look at these options.
Before you finish signing a document,
you can select the Other Actions drop-down menu
to view a menu of options.
Depending on the sender's account,
Other Action options may vary.
Select Finish Later to save your work and finish signing later.
You will be able to return to the document
from the original email notification.
Select Print & Sign if you prefer
to print a paper version of the document
and manually sign on paper.
Follow the prompts to choose if you
would like to return the signed document via upload or fax
and return the signed document.
In some situations, you may need to have
someone else sign the document.
Select Assign to Someone Else, enter the new signer's name
and email address, and they will receive a notification
of the document to sign.
In other situations, you may decide
that you do not want to sign the document,
and you can select Decline to Sign.
You can specify a reason for declining to sign.
When you decline to sign, the document
will be voided, which means that nobody else will
be able to sign it.
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