DocuSign: Client Manual

DocuSign: Client Manual

How to Sign a DocuSign Form

Step 1: Review the DocuSign Email

  1. Open the email and review the message from the sender. Click REVIEW DOCUMENT to begin the signing process














Note: Your experience as a signer may also vary depending on how the document sender wants you to sign. New signers have a different experience than returning signers and signers with a DocuSign account. To learn more, watch the Signing video or read the how-to guide Signing Documents Electronically with DocuSign

Step 2: Agree to Sign Electronically

      1. Review the consumer disclosure, and select the checkbox I agree to use Electronic Records and Signatures. Click CONTINUE to begin the signing process.

 
Important! To view and sign the documents, you must agree to conduct business electronically.
Note: To view additional options, click OTHER ACTIONS. For more information of other actions available, please review our Signing Documentation

Step 3: Start the signing process


     1.   Click the START tag on the left to begin the signing process.



You are taken to the first tag requiring your action.


    2.   Click the SIGN tag. You are asked to Adopt Your Signature.

 


Step 4: Verify your Name

Verify that your name and initials are correct. If not, change them as needed.

Step 5: Adopt a signature

Do one of the following:

  • Accept the default signature and initial style, and go to the next step.

  • Click Change Style, and select a different signature option.

  • Click Draw. Draw your signature/initials using a mouse, or your finger or a stylus on a touchscreen.




​Step 6: Save your signature

Click ADOPT AND SIGN to adopt and save your signature information and return to the document.


Step 7: Confirm signing

When you finish clicking all signature tags in the document, confirm signing by clicking 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.


Signing_Confirm Signing

Step 8: Sign up for a DocuSign account

Sign up for a DocuSign account and save the document in your own account.

 


Congrats! You are done!