Docusign guide

Learn how to set up and use Docusign.

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Step 1. Request Access

Contact your administrator to grant you access to the company’s DocuSign account. This is usually managed by the IT or legal department.

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Step 2. Complete Onboarding

Once your access is approved, complete any necessary onboarding processes, which might include training on how to use DocuSign effectively.

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Using Basic Functionalities

Send Your First Document: Go to the ‘New’ button and select ‘Send an Envelope’ to start the process of sending a document for signature. Add documents from your computer or the company’s document library.

Track Document Status: Use the ‘Manage’ tab to track where each document is in the signing process. This helps in monitoring progress and following up as necessary.

Step 1. Request Access

Step 2. Complete Onboarding

Using Basic Functionalities

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.