DocuSign User Guide

Sending Documents for recipients

1. LOG IN to DocuSign
   • To get started, log in to your DocuSign account at https://account.docusign.com/#/username. Use Fleming Email account first.last@flemingcollege.ca as account ID and password will be the same as your existing network/SSO password
   • Define your signature and initials at profile
   • Use either choose DocuSign suggested signature or draw your own signatures and initials
2. GO TO SEND
   • Choose SEND AN ENVELOPE from the NEW drop-down menu on either the Home or Manage tab.
3. UPLOAD YOUR DOCUMENT
   • Click UPLOAD to upload a document from your computer, or click GET FROM CLOUD to upload a document from an online location. Locate the document you want to upload and click OPEN.
4. ADD THE RECIPIENT
   • Under ADD THE RECIPIENTS, enter the recipient’s name and email address.
   • Choose NEEDS TO SIGN for those recipients you need to have signed.
5. ADD THE EMAIL SUBJECT AND MESSAGE
   • DocuSign automatically adds an email subject when you upload a document. You can edit this subject and add a message to the recipient by filling in the MESSAGE field.
6. ADD SIGNING FIELDS
   • Click NEXT. The FIELDS menu appears on the left side of the screen and your document appears on the right side. The recipient’s name is on the To line at the top of the document.
   • To assign a signature or other field for the recipient, click and drag a field from the FIELDS menu and place it on the document.
   • Note to request signing sequence for recipients, Check the option “Set signing order” for recipients to receive email sequentially and sign according to order defined
7. SEND YOUR ENVELOPE
   • When ready, click SEND.

Signing Documents

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 checkbox I agree to use Electronic Records and Signatures. Click CONTINUE.
3. START THE SIGNING PROCESS
   • Click the START tag on the left to begin the signing process. You are taken to the first field requiring action.
   • Click the SIGN tag. You are asked to Adopt Your Signature.
4. VERIFY YOUR NAME
   • Verify that your name and initials are correct. If not, change them as needed.
5. ADOPT A SIGNATURE
   • Do one of the following:
     • Accept the default signature and initial style.
     • Click SELECT STYLE, and select a signature option.
     • Click DRAW. Draw your signature using a mouse, or your finger or a stylus.
6. SAVE YOUR SIGNATURE
   • Click ADOPT AND SIGN to adopt and save your signature information and return to the document.
7. CONFIRM SIGNING
   • When you finish clicking all signature tags in the document, confirm signing by clicking FINISH.

Self-Signing Documents

• You can self-sign a document without sending it to recipients
• Login to DocuSign and Select Start-> New -> Sign a Document
• Upload Document and Click Sign, Click Continue, your document will open in a DocuSign page
• Add Fields to Sign and mark date or initials if needed
• Click Finish and save Document

Mobile Application

• Download the mobile app from the application store.
• DocuSign will work on mobile apps available on iPad, iPhone, Android devices, Windows 8, Windows 10 and Windows Phone devices.
• Sign in using the same credentials defined above
• Follow mobile device controls to either Send or Sign documents

Other Applications

• DocuSign can be used from other applications like Outlook, SharePoint
• In Outlook click the DocuSign Icon  to upload and send documents, Add signers and message within Outlook
• In SharePoint DocuSign menu pull-down appears screen to enable Signing and Sending Documents

Reference

• DocuSign eSignature User Guide