In the digital age, streamlining document management and signing processes is essential for business efficiency. DocuSign for Salesforce integrates the world’s leading eSignature solution with Salesforce, empowering organizations to manage documents and signatures seamlessly. With Docusign eSignature, you send documents for signing by putting them into a container called an Envelope. In this article let us see the features of a Docusign eSignature.
Navigating Your Account
- Home Page Overview:
- View recent envelopes and any that require action.
- Use the Start menu for common actions like signing or sending a new envelope.
- Agreements Tab:
- Organize and access your envelopes.
- Use filters and search features to find specific envelopes by status, sender, or sent date.
- Take additional actions such as sign, copy, or download.
- Organize envelopes into folders.
- Templates Tab:
- Manage, create, and update your templates and web forms.
- Reports Tab:
- Access detailed information about your account, envelopes, and usage activity.
- Select report types to view standard reports provided by DocuSign.
- Settings Tab:
- Manage account users and settings (for DocuSign administrators).
- Profile Icon:
- Click ‘Manage Profile’ to update your personal information, including name, email address, and account signature.
- Click ‘My Preferences’ to manage account settings, contact list, and notifications.
- Support and Learning:
- Click ‘?’ next to the profile icon to access the DocuSign support center or learning resources.
Sending an Envelope
- You can send an envelope by using Templates
- Upload Documents: Upload one or more documents from your computer or from available cloud storage providers.
- Specify Recipients: Provide the recipient’s or signer’s name, email address, and specify the action required. Signers do not need a DocuSign account.
- Add Additional Recipients: Click ‘Add Recipient’ to include more recipients.
- Set Signing Order: Decide if recipients will sign simultaneously or in a specified sequence.
- Add a Message: Include a standard message for all recipients.
- Set Reminders and Expiration: Configure envelope reminders and expiration dates.
- Add Recipient Fields:
- Click the recipient menu to choose the recipient for the fields.
- Drag and drop the desired fields onto the document.
- Customize fields (e.g., fonts, sizes) using the field properties panel.
- Send the Envelope: Click ‘Send’ when ready.
Signing a Document
- Open the Email: Click ‘Review Documents’ in the email you receive.
- Accept Disclosure: Select the signature disclosure box to proceed.
- Fill Required Fields: Complete the necessary fields in the document.
- Sign the Document:
- First-time users must adopt a signature style or draw their own.
- Click ‘Adopt and Sign’ to confirm the signature.
- Finish Signing: Click ‘Finish’ to complete the document signing process.
- Receive Copy: After all parties have signed, you will receive a copy by email.
We have discussed some features of Docusign eSignature. We will learn more about it in upcoming articles.
To know more, click Docusign eSignature for Salesforce: The trusted eSignature solution
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
