How to Sign a Document with DocuSign?

Prerequisites / Minimum Requirements

• DocuSign Account, browser, and DocuSign document to sign.

End State / Outcome

• Document will be signed using DocuSign.

How to Steps

1.  Review the DocuSign email:

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

2.          Agree to sign electronically:

•        Review the consumer disclosure and select the check box 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.

3.         Start the signing process:

• Click the START tag on the left to begin the signing process. You are taken to the first tag requiring your action.
  
•        Click the SIGN tag.       
•       You are asked to Adopt Your Signature

1. .

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

4. Adopt a signature:

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

5.       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.