
lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostr navigation et dolore magna aliqua.


George Apostolov

John Doe

Mark Dinn

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929ff327dd0e157abed8fc2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Add 'DocuSign' as your trigger app to automate document workflows.</li>
 <li>Select the specific DocuSign event to trigger your workflow.</li>
 <li>Connect your DocuSign account to enable document automation.</li>
 <li>Click 'Test trigger' to continue building your automation workflow.</li>
 <li>Explore AppSheet integration to automate your no-code apps.</li>
 <li>Set up the action to create a new record in your database.</li>
 <li>Connect your AppSheet account.</li>
 <li>Map the document name from the agreement response data.</li>
 <li>Click 'Test step' to continue the agreement document handling in your workflow.</li>
 <li>Click 'Publish' to activate you Zap.</li>
</ol>

Docusign AppSheet Integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0027243f01ed60a4dcaf/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on 'Templates' in the top menu.</li>
 <li>Select 'Create a Template'.</li>
 <li>Customize the field properties by adding a template name. </li>
 <li>Add your template description.</li>
 <li>Click 'Upload' to add your documents.</li>
 <li>You can select and upload files from Desktop, Box, Dropbox, Google drive and One drive.</li>
 <li>If needed, set the order in which recipients will receive the document by setting a signing order.</li>
 <li>Go to the 'Add message' and provide an email subject in the space provided.</li>
 <li>Enter your email message in the empty field as well.</li>
 <li>Click 'Next' to enter the document editing view.</li>
 <li>Drag and drop fields from the left sidebar onto your document.</li>
 <li>Add fields such as date signed, signature and full name.</li>
 <li>Once you’ve added all necessary fields, click 'Preview'.</li>
 <li>By following these steps, you can easily create and send fillable forms using DocuSign.</li>
 <li>Once you’ve added all necessary fields, click 'Save and Close'.</li>
</ol>

How Do I Create a Fillable Form in Docusign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a009d243f01ed60a4e2e9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to www.docusign.com and at the top of the page, select&nbsp; ‘Access Documents’.<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.docusign.net/Member/authenticate.aspx">​</a></li>
 <li>Copy the security code from the email.</li>
 <li>Paste into the 'Security Code' text box.</li>
 <li>Click 'Go' to access the document.</li>
 <li>That's it! The document associated with this unique ID opens.</li>
 <li>Select 'Close' to exit. </li>
</ol>

How to Access Documents in DocuSign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2dc0d673bd5aa8e5f785/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Start a new document by clicking 'Start'.</li>
 <li>Upload the document you want to use by clicking the 'Upload' button.</li>
 <li>Enter the email addresses of the recipients.</li>
 <li>Add email subject and message to your email.</li>
 <li>Click 'Next' to access the document editor.</li>
 <li>You can now start adding fields in your DocuSign. Drag and drop fields like signature, date, or text from the left sidebar onto the document.</li>
 <li>Click on each field to adjust its properties</li>
 <li>Review your document, then click 'Send' to distribute it for signing.</li>
 <li>These steps will help you add fields to your documents in DocuSign effectively.</li>
</ol>

How to Add Fields in Docusign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f53d673bd5aa8e61863/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Start a new document by clicking 'Start'.</li>
 <li>Click 'Upload' and select 'Desktop'.</li>
 <li>Enter the email addresses of the primary signer.</li>
 <li>Select '+Add recipient'.</li>
 <li>Add the witness as a separate recipient.</li>
 <li>Click the drop-down arrow.</li>
 <li>Select 'Signs with Witness'.</li>
 <li>To have a witnessed signing, you add a witness group as a recipient.</li>
 <li>Click 'Next' to enter the document editor.</li>
 <li>Drag and drop signature fields for both the signer(s) and the witness onto the document where appropriate.</li>
 <li>Click 'Preview'.</li>
 <li>The witness will receive an email to sign the document after the primary signer(s) have completed their part. </li>
 <li>The signer will review and fill in the witness details when they open the envelope. When the signer finishes signing, witnesses receive an email notification asking them to witness the signer's signature.</li>
</ol>

How to Add Witness Signature in DocuSign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a311bd673bd5aa8e63eef/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your profile icon in the upper right corner.</li>
 <li>Select 'Manage Profile'.</li>
 <li>Select 'Signatures'.</li>
 <li>Click 'Add Signature'.</li>
 <li>Enter your new initials in the empty field.</li>
 <li>Click 'Create'.</li>
 <li>Click 'Replace'.</li>
 <li>By following these steps, you can easily change your initials in DocuSign.</li>
</ol>

How to Change Initials in DocuSign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3226ab56e05a00fd5b33/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your profile icon in the upper right corner.</li>
 <li>Select 'Manage Profile' from the dropdown menu.</li>
 <li>In the profile settings, find the 'Signatures' section.</li>
 <li>Click 'Actions' next to your current signature.</li>
 <li>Select 'Edit'.</li>
 <li>You can draw a new signature, type your name and choose a style, or upload an image of your signature.</li>
 <li>Choose the signature you want to change and click 'Create'.</li>
 <li>By following these steps, you can easily change your signature in DocuSign.</li>
</ol>

How to Change Signature in Docusign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3298ab56e05a00fd63df/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on your profile icon or your name in the top right corner of the screen.</li>
 <li>Select 'Manage Profile' from the dropdown menu.</li>
 <li>In the profile settings, find the section where you can edit your personal information.</li>
 <li>Modify your first name, last name, or both as needed.</li>
 <li>After making the necessary updates, save your changes.</li>
 <li>Once saved your updated name will be reflected in DocuSign.</li>
 <li>Your name updates and the changes apply to all future envelopes and notifications.</li>
</ol>

How to Change Your Name on DocuSign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3382ab56e05a00fd7b08/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for DocuSign eSignature.</li>
 <li>Hit the Try It Free button.</li>
 <li>Select Try in your sandbox.</li>
 <li>Now, check if your account info is correct and click on Continue to Installation.</li>
 <li>We now have to move to login to your Salesforce account by clicking the Log In &amp; Install.</li>
 <li>Click on Use Custom Domain to add your salesforce domain.</li>
 <li>Add your custom domain name and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>Grant Third Party Access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt;Installed Packages.</li>
</ol>

Docusign salesforce integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a35a4ab56e05a00fda0e2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Upload', choose from the choices below and select the document you want to convert for signing.</li>
 <li>Once you have uploaded from Word, DocuSign automatically converts the document to a PDF file format.</li>
 <li>Enter the email addresses of the people who need to sign the document.</li>
 <li>Customize email message and subject line.</li>
 <li>Click 'Next' to enter the document editor.</li>
 <li>Add necessary fields onto the document.</li>
 <li>Review your document and click 'Send' to distribute it for signing.</li>
 <li>By following these steps, you can easily convert and prepare any document for signing in DocuSign.</li>
</ol>

How to Convert a Document to DocuSign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36c5ab56e05a00fdbb93/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Start a new document by clicking 'Start'.</li>
 <li>Click 'Upload' to add the document you want to use. You can upload it from your computer or cloud storage.</li>
 <li>Enter the name and email addresses of the recipients who need to sign or view the document.</li>
 <li>Click 'Next' to enter the document editing view.</li>
 <li>Drag and drop fields like signature, date, and text onto the document where needed.</li>
 <li>Review the document and fields, then click 'Send' to distribute it for signing.</li>
 <li>By following these steps, you can easily create and send a document using DocuSign.</li>
</ol>

How to Create a Docusign Document

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a388cab56e05a00fde98b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on 'Templates' in the top menu.</li>
 <li>Select 'Create Template'.</li>
 <li>Fill in the template name and description.</li>
 <li>Click 'Upload' to add the document you want to use as a template.</li>
 <li>Define roles for the template and add recipients.</li>
 <li>Click 'Next' to enter the document editor.</li>
 <li>Drag and drop the necessary fields onto the document for each role.</li>
 <li>Click 'Preview'.</li>
 <li>You can now review your document after clicking 'Preview'.</li>
 <li>Once you're done, click Save and Close' to store your template.</li>
 <li>You can now use this template for future documents, streamlining the process of sending out similar documents.</li>
</ol>

How to Create a Template in DocuSign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3bc1ab56e05a00fe33de/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Select 'Start'.</li>
 <li>Upload a PDF document that you want to sign by clicking 'Upload'.</li>
 <li>Check the 'I'm the only signer' box.</li>
 <li>Click 'Sign'.</li>
 <li>Drag and drop your signature from the left-hand navigation panel.</li>
 <li>Click 'Adopt and Sign'.</li>
 <li>Click 'Finish'. By following these steps, you can easily sign a PDF using DocuSign.</li>
</ol>

How to Docusign a PDF

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3c44ab56e05a00fe3c2e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Access the document in DocuSign.</li>
 <li>Click 'Next' to access the document editor.</li>
 <li>Here, you can add, remove, or adjust fields by dragging them from the sidebar onto the document.</li>
 <li>Click on each field to customize its properties.</li>
 <li>After making your edits, review the document, and click 'Send' to distribute it for signing.</li>
 <li>That's it! These steps will help you edit fields to your documents in DocuSign effectively.</li>
</ol>

How to Edit a DocuSign Document

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4068ab56e05a00fe87c5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On the left-side panel, click 'Create'.</li>
 <li>Select 'Zaps' from the list of available options.</li>
 <li>Tap 'Trigger' to start the integration process.</li>
 <li>Search for 'Airtable' afterwards and select it as the Trigger App.</li>
 <li>Choose your preferred 'Trigger Event' from the available options.</li>
 <li>Tap 'Sign In' and log into your Airtable account.</li>
 <li>Following that, choose the Airtable workspace you desire to use and then click 'Grant Access'.</li>
 <li>Provide all the necessary information to set up the Trigger.</li>
 <li>Once done, tap 'Test' to check and enable the Trigger.</li>
 <li>Click 'Action' afterwards.</li>
 <li>Search for 'Docusign' and select it as the Action App.</li>
 <li>Click on the drop-down menu and choose your preferred 'Action Event'.</li>
 <li>Click 'Sign In' afterwards and log into your Docusign account.</li>
 <li>Subsequently, click 'Yes, Continue to Docusign' to proceed.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Finally, tap 'Test' to authorize and publish the integration.</li>
 <li>After completing these steps, your Airtable account will be integrated instantly with Docusign.</li>
</ol>

How to Integrate Airtable with Docusign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a409dab56e05a00fe8c06/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Projects' menu and select the project you want to connect to Docusign.</li>
 <li>Click the 'Customize' option.</li>
 <li>In the 'Add ' section, select 'Apps.'</li>
 <li>Search on ‘Docusign’ and click on it to select.</li>
 <li>Click 'Add to project.'</li>
 <li>Select ‘Connect to Docusign’ to continue.</li>
 <li>Login to Docusign to proceed with the integration.</li>
 <li>Click ‘Allow Access.’</li>
 <li>By following these steps, you can integrate Asana with Docusign, enabling seamless task management and collaboration across both platforms.</li>
</ol>

How to Integrate Asana with Docusign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4230ab56e05a00feabe3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel, then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, click 'Trigger' to start the integration process.</li>
 <li>Search for 'Docusign' and select it from the suggested results.</li>
 <li>Next, choose your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, choose the type of your Docusign account and then click 'Yes, Continue to Docusign'.</li>
 <li>Provide your Docusign user credentials, then click 'Log In'</li>
 <li>Lastly, click 'Allow Access' to agree with the terms and grant the necessary permissions.</li>
 <li>Tap 'Continue' to run your inputs and test the Trigger.</li>
 <li>Tap 'Continue' one more time to proceed.</li>
 <li>Following that, find 'ActiveCampaign' and select it as the Action app.</li>
 <li>Next, click the drop-down menu and then choose the 'Action Event' you prefer to use.</li>
 <li>Tap 'Sign In' afterwards.</li>
 <li>Subsequently, enter the API credentials of your ActiveCampaign account into their respective input fields.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, click 'Continue' to publish and activate the integration.</li>
 <li>After completing these steps, your Docusign account will be integrated instantly with ActiveCampaign.</li>
</ol>

How to Integrate Docusign with ActiveCampaign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4231ab56e05a00feac05/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Docusign's main dashboard, click 'Start'.</li>
 <li>Tap 'Upload' afterwards.</li>
 <li>Select 'Dropbox' from the list of options and then log into your account.</li>
 <li>Subsequently, click 'Allow' to agree with the terms and grant the necessary permissions.</li>
 <li>After completing these steps, your Docusign account will be integrated with Dropbox, allowing you to access your Dropbox files and import them directly to Docusign.</li>
</ol>

How to Integrate Docusign with Dropbox

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a42e1ab56e05a00feb909/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to App Marketplace on the top right. (store icon)</li>
 <li>Search for "Docusign" in the search bar and select it.</li>
 <li>Hit the Install app button to start the installation.</li>
 <li>Log in to you Docusign account.</li>
 <li>Grant the required access by hitting Allow Access.</li>
 <li>Now, head to the Connected Apps page.</li>
 <li>Click on the action button within the DocuSign tile. And select Go to settings</li>
 <li>Click on Actions button once again and click on HMAC security key settings.</li>
 <li>In the pop-up window, enter your HMAC key and click Save changes.</li>
 <li>You will find your HMAC key in your DocuSign Admin Dashboard.</li>
</ol>

Docusign hubspot integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4468ab56e05a00fed749/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your<a target="_blank" rel="noopener noreferrer nofollow" class="c9" href="https://www.google.com/url?q=http://make.com&amp;sa=D&amp;source=editors&amp;ust=1728386607559633&amp;usg=AOvVaw3SZcZoM6GrEYW6aGtVVQIW">&nbsp;</a><a target="_blank" rel="noopener noreferrer nofollow" href="http://Make.com">Make.com</a>&nbsp;dashboard, click on '+Create a new scenario'.</li>
 <li>In the scenario editor, click the add icon, search for 'DocuSign' and click on it.</li>
 <li>To connect DocuSign, choose a trigger for your scenario.</li>
 <li>Click 'Create a webhook'.</li>
 <li>Click 'Create a connection'.</li>
 <li>Click 'Allow access' to proceed. </li>
 <li>Click 'Save' once you have successfully connected DocuSign with Make. </li>
 <li>In the scenario editor, search for 'Microsoft Teams' by clicking on the add icon and click on it.</li>
 <li>Choose an action from Microsoft Teams.</li>
 <li>Set up the workflow to define how DocuSign triggers should result in actions in Microsoft Teams and click 'OK'.</li>
 <li>Click 'Run Once' to test the integration. This will trigger the workflow and send the corresponding message to Microsoft Teams based on DocuSign events.</li>
</ol>

How to Integrate Microsoft Teams with DocuSign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a44fcab56e05a00fee89c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your Pipedrive dashboard, click "Marketplace."</li>
 <li>Search for "Docusign" in the search bar.</li>
 <li>Click "Try now" to proceed.</li>
 <li>Select "Authorize."</li>
 <li>Hit "Next" to continue.</li>
 <li>Select "Allow and Install."</li>
 <li>Click "Allow Access" to grant permission to Pipedrive.</li>
 <li>By following these steps, you can integrate Pipedrive with Docusign to enhance content management and productivity.</li>
</ol>

How to Integrate Pipedrive with Docusign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4572ab56e05a00fef3db/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the '+Add apps' button.</li>
 <li>Search for 'DocuSign' in the search bar and click 'Add'.</li>
 <li>Click 'Add to Slack'.</li>
 <li>Select 'Allow' to grant access to DocuSign to your Slack Workspace.</li>
 <li>Select 'Allow access'.</li>
 <li>That's it! You have successfully integrated Slack with DocuSugn. This setup helps keep your team informed about the status of important documents without needing to manually check DocuSign.</li>
</ol>

How to Integrate Slack with DocuSign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a47b7ab56e05a00ff2433/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click ‘Start' to add a new document.</li>
 <li>Click 'Upload' and select the document you want to send. Ensure the file you upload is the final version with the correct formatting.</li>
 <li>Click the vertical ellipsis.</li>
 <li>Select 'View Document'.</li>
 <li>Review your document to make sure it’s formatted correctly and ensure your document is in a format that DocuSign supports, such as PDF, Word (DOC/DOCX), or other standard file types. </li>
 <li>Enter the email addresses of the people who need to sign the document.</li>
 <li>Click 'Next' to enter the document editor.</li>
 <li>Drag and drop signature and other necessary fields onto the document. Be careful to place fields without altering the document layout.</li>
 <li>Click the 'Preview' option to review how the document looks with the fields added. This helps you ensure the formatting is intact.</li>
 <li>PDFs are less likely to have formatting issues compared to Word or other formats. Convert your document to PDF before uploading to DocuSign if it isn’t already.</li>
 <li>Click 'Formatting'.</li>
 <li>Use standard fonts that are more likely to be preserved when converting to PDF and uploading to DocuSign.</li>
 <li>Once you're done, click 'Send'.</li>
 <li>By following these steps, you can ensure that your document’s formatting remains consistent when converted and sent through DocuSign.</li>
</ol>

How to Keep Formatting When Converting to DocuSign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4b05ab56e05a00ff63f3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the left-side panel, then click 'Create'.</li>
 <li>Select 'Zaps' from the list of options.</li>
 <li>After that, tap the 'Trigger' tab to start the integration process.</li>
 <li>Search for 'Docusign' and then choose it from the recommended matches.</li>
 <li>Next, specify your preferred 'Trigger Event'.</li>
 <li>Tap 'Sign In' afterwards, then log into your Docusign account.</li>
 <li>Subsequently, indicate the specific type of your Docusign. Pick one from the menu and then click 'Yes, Continue to Docusign'.</li>
 <li>Tap 'Allow Access' to agree with the terms and grant the necessary permissions.</li>
 <li>Provide all the required information to configure the Trigger accordingly.</li>
 <li>Once done, tap 'Continue' to run your input and test the Trigger.</li>
 <li>Click 'Continue' one more time to proceed further.</li>
 <li>Following that, search for 'Google Drive' and then select it as the Action app.</li>
 <li>Next, tap the drop-down menu and pick the specific 'Action Event' you prefer to use.</li>
 <li>Click 'Sign In' afterwards and then log into your Google account.</li>
 <li>Subsequently, click 'Allow' to accept the terms and grant the necessary permissions.</li>
 <li>One by one, fill out the input fields with the required information associated with the integration.</li>
 <li>Once done, tap 'Continue' to publish and enable the integration.</li>
 <li>After completing these steps, your Docusign data will be pushed to Google Drive based on your input.</li>
</ol>

How to Push Docusign to Google Drive Using Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4b93ab56e05a00ff6edb/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your Google mail and open the email that was assigned to you by clicking 'Review Document'.</li>
 <li>Select the drop-down menu for 'Other Actions'.</li>
 <li>Select 'Assign to Someone Else'.</li>
 <li>Enter the new recipient’s information such as name and email.</li>
 <li>Provide a reason for assigning someone else in the empty field.</li>
 <li>Confirm the reassignment, and the document will be sent to the new recipient.</li>
 <li>By following these steps, you can easily reassign a DocuSign document to another signer.</li>
</ol>

How to Reassign a DocuSign

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4d68ab56e05a00ff908b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Start' to add your contract.</li>
 <li>Click 'Upload' and select the contract document you want to send.</li>
 <li>Once you have uploaded the contract, enter the email addresses of the recipients who need to sign the contract.</li>
 <li>Provide and customize your email subject and message.</li>
 <li>Click 'Next' to enter the document editor.</li>
 <li>Drag and drop signature and other necessary fields onto the document where recipients need to sign.</li>
 <li>Review the document and fields to ensure everything is correctly set up then click 'Send'.</li>
 <li>Recipients will receive an email with a link to review and sign the contract.</li>
</ol>

How to Send a Contract via DocuSign

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<h2>Guide</h2>

<ol>
 <li>Click 'Start' to add a new document.</li>
 <li>Click 'Upload' and select the document you want to send.</li>
 <li>Enter the email addresses of the recipients who need to sign the document.</li>
 <li>Add a message and subject for your email.</li>
 <li>Click 'Next' to enter the document editor.</li>
 <li>Drag and drop the necessary fields susch as signature, date or name onto the document.</li>
 <li>Review your document and click 'Send' to distribute it to the recipients for signing.</li>
 <li>That's it! Once you have successfully sent the DocuSign. The recipients will receive an email with a link to sign the document.</li>
</ol>

How to Send a DocuSign

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<h2>Guide</h2>

<ol>
 <li>Click on 'Start' to add a new document.</li>
 <li>Click 'Upload'.</li>
 <li>Click the drop-down arrow under recipients.</li>
 <li>Select 'Add From Contacts'.</li>
 <li>Start selecting contacts as signers.</li>
 <li>Click 'Apply selected'.</li>
 <li>That's it! You have added multiple signers to your DocuSign.</li>
 <li>Click 'Next' to enter the document editor.</li>
 <li>Click the drop-down arrow to switch between recipients and add fields for each.</li>
 <li>Drag and drop the necessary fields such as signature or date onto the document for each recipient.</li>
 <li>Click 'Preview' to review the document and fields.</li>
 <li>Once you have checked all the recipients go back to the edit view. </li>
 <li>Click 'Send' to distribute it to all the signers.</li>
</ol>

How to Send DocuSign to Multiple Signers

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<h2>Guide</h2>

<ol>
 <li>Visit the DocuSign website and click 'Log in'.</li>
 <li>Click on 'Sign Up for Free' to create a new account.</li>
 <li>Provide your email address and check the box to agree to receive marketing. Click 'Get Started'.</li>
 <li>Fill in the required information and click 'Next'.</li>
 <li>Enter the confirmation code that was sent to your email and click 'Next'.</li>
 <li>Set your password and click 'Next'.</li>
 <li>Personalize your account by adding your industry and reason why you signed up for DocuSign. Click 'Save'.</li>
 <li>Once you have created your account, click on your profile icon and select 'Manage Profile'.</li>
 <li>Complete your profile with your name, email, and other necessary information.</li>
 <li>Go to the 'Signatures' section within your profile settings.</li>
 <li>Click 'Add Signature'.</li>
 <li>You can create your digital signature by drawing it with your mouse, typing it and selecting a font, or uploading an image of your signature.</li>
 <li>Create your initials in a similar manner if required and click 'Create'.</li>
 <li>You can add or update your name and signature styles however you like it. </li>
 <li>By following these steps, you can set up your DocuSign account and start using it to send, sign, and manage your documents electronically.</li>
</ol>

How to Set Up DocuSign

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<h2>Guide</h2>

<ol>
 <li>Open the email to check the sender's email address and the URL used.</li>
 <li>Ensure the email is from a DocuSign domain, typically ending in '<code>@docusign.com</code>.' Be cautious of slight variations or misspellings.</li>
 <li>Verify the email content. Genuine emails will usually address you by name and use professional language. Look for specific details about the document, such as the sender's name, email, and document title.</li>
 <li>Genuine DocuSign emails include a link to view or sign the document. This link should direct you to a secure DocuSign site.</li>
 <li>Legitimate DocuSign emails often include a security footer with a unique security code. You can go to <a target="_blank" rel="noopener noreferrer nofollow" href="http://DocuSign.com">DocuSign.com</a> and click 'Access documents then enter the security code.</li>
 <li>Click 'Go'.</li>
 <li>By accessing the document through security code, you can tell that the email is legit.</li>
 <li>DocuSign emails typically do not include attachments but rather a link to the document. Be suspicious of attachments in such emails.</li>
 <li>If still in doubt, visit the DocuSign Trust Center for more information on identifying fraudulent emails.</li>
</ol>

How to Tell if a DocuSign Email is Legitimate

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<h2>Guide</h2>

<ol>
 <li>Start a new document by clicking 'Start'.</li>
 <li>Click 'Upload' to upload a document to DocuSign.</li>
 <li>Select the document you want to send from your computer or cloud storage.</li>
 <li>You can also upload more documents for DocuSign by clicking the 'Upload' button. </li>
 <li>By following these steps, you can easily upload and prepare documents for signing in DocuSign.</li>
</ol>

How to Upload a Document to DocuSign

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<h2>Guide</h2>

<ol>
 <li>On the dashboard, click on 'Start'.</li>
 <li>Click the 'Upload' button. Select the file from your computer or cloud storage that you want to upload.</li>
 <li>You can also upload more documents in DocuSign by clicking the 'Upload' button. </li>
 <li>Enter the email addresses of the people who need to sign the document.</li>
 <li>Click 'Next' to go to the document editor.</li>
 <li>Drag and drop signature fields and other required fields onto the documents where the recipients need to take action.</li>
 <li>Be careful to place fields without altering the document layout.</li>
 <li>Review your document setup to ensure everything is in order and click 'Send'.</li>
 <li>By following these steps, you can efficiently upload documents to DocuSign and prepare them for electronic signatures.</li>
</ol>

How to Upload Documents to DocuSign

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<h2>Guide</h2>

<ol>
 <li>Go to the DocuSign website and click 'Log in'.</li>
 <li>Click 'Sign Up for Free'.</li>
 <li>Enter your email in the empty field and check the box to agree in receiving marketing communications.</li>
 <li>Click 'Get Started'.</li>
 <li>Provide your information and click 'Next'.</li>
 <li>Enter the code that was sent to your email and click 'Next'.</li>
 <li>Set your password for your account and click 'Next'.</li>
 <li>Personalize your account by adding which industry you belong and provide a reason for signing up. Click 'Save' to finish set up your account.</li>
 <li>Once you have completed these steps, you are ready to start using DocuSign to send, sign, and manage your documents.</li>
</ol>

How to Use DocuSign

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<h2>Guide</h2>

<ol>
 <li>After the document is signed, click the completed document.</li>
 <li>Download the completed document from DocuSign by clicking the 'Download' button. This is typically in PDF format.</li>
 <li>Select 'Combine all PDFs into a single file'.</li>
 <li>Click 'Download'.</li>
 <li>Visit a digital signature verifier site. Open the document with a digital signature verifier and click the 'Upload' button to add the document.</li>
 <li>Once you have uploaded the document, click 'Initiate Verification'.</li>
 <li>The digital signature verifier will display the signature's status. It should show that the signature is valid and the document has not been altered since it was signed.</li>
 <li>Click on the 'View Details' to view the signature details.</li>
 <li>The signature verifier should confirm that the document has not been modified after the signatures were applied. This ensures the integrity of the document.</li>
</ol>

How to Validate DocuSign Signature

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<h2>Guide</h2>

<ol>
 <li>Click on the 'Agreements' tab in the top navigation bar.</li>
 <li>In the 'Agreement' page, click 'Status'.</li>
 <li>Select 'Voided' from the status filter options to display only voided documents.</li>
 <li>Click 'Apply'.</li>
 <li>Once filtered, you should see a list of voided documents. By following these steps, you can easily find and view voided documents in DocuSign.</li>
</ol>

How to View Voided Documents in DocuSign

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<h2>Guide</h2>

<ol>
 <li>Locate the agreement you want to void. Click on it. </li>
 <li>Select 'More'.</li>
 <li>Click 'Void'.</li>
 <li>In the Void Envelope page, type the reason for voiding the envelope. This information is included in the email sent to recipients who have already signed the envelope.</li>
 <li>Click 'Void' to confirm the action.</li>
 <li>Once voided, the document will be marked as voided, and all parties will be notified.</li>
</ol>

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