Choose the document(s)
you
want to have signed, right-click
on it
and select “Sign
Electronically”.
In the pop-up window, if the selected
document(s) is correct, click on Continue
to open the envelope template (see example
below).
When the email is ready, click on
“Continue” to select the recipients. After
verifying the recipients click on “Place
Signatures” and the window will re-direct
to DocuSign.
DocuSign Window
If there is more than 1 recipient, select
the first recipient that you want to
sign.
Drag the ‘Signature’ or ‘Initial’ icon to
the corresponding signature line in the
document.
- Align the icon with the left side of
the signature line
- View the customizable options on the
right
Use the scroll bar when adding signatures
to multiple documents.
If there are multiple recipients, repeat
the steps above.
When complete, click “Send” and the
recipient(s) will receive an email requesting their signature.
Changes or Mistakes
If you made a mistake, you have two
options to fix it:
- Edit the DocuSign documentThis option is only available if the Column icon is in the blue or red status. If it has been signed by all parties (Green status), you will need to do step 2.
- Click on the pencil icon to open the DocuSign details and click “Edit”
- The DocuSign window will open, and
you
can make your necessary
changes
- If parties have already signed the
document, you will need to start over
and
clear out the signed
document.
- Click on the number in the
‘Revision’
column
- Right-click on the original
document and
select “Promote to Master
Document”
- After the original document is promoted, click on the revisions again and delete the revised document(s). This will wipe out the signature status and you can start over.