DocuSign Tutorial

Electronic Signatures Tutorial - Using DocuSign

 

We will be using DocuSign to sign various agreements, disclosures, addendums, etc.. 
You will receive an email from DocuSign sent on behalf of myself, the Project Manager, the Transaction Coordinator and the Title Company.  

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Note: each signer needs to use their own email address and each of them will check their emails and sign separately.  The program will merge all of the signatures into one document.  

 

Rule of thumb is to “Follow the Yellow Brick Road”.  In other words, you’re always looking for the yellow prompts.

 

Step 1: Review the DocuSign email: Open the email and review the message from the sender. Click your first yellow prompt REVIEW DOCUMENT to begin the signing process.

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Step 2: Agree to sign electronically: Review the consumer disclosure, and select the checkbox I agree to use Electronic Records and Signatures. Click CONTINUE to begin the signing process.

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Step 3: Start the signing process: Click the START tag on the left to begin the signing process. You are taken to the first tag requiring your action.

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NOTE: Click the SQUARE SIGN tag with the red arrow, not the yellow arrow that says SIGN.

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If you are asked to Adopt Your Signature.  This is what you will see:

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Step 4: Verify your name: Verify that your name and initials are correct. If not, change them as needed.

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Step 5: Adopt a signature: Select Style

NOTE:  You do NOT want to “Draw” your signature.  It’s much easier to click on the “Change Style” option on the right hand side and just select a “font” for your signature and initials.

 

Step 6: Click ADOPT AND SIGN to adopt and save your signature information and return to the document.  Continue clicking on the square yellow prompts and/or fill in blank lines as requested.  Note: as soon as you click on a yellow prompt, the document will quickly scroll to the next place for you to sign.  If you want to read what you are signing, scroll back up to your last signature so you get a chance to see the text that just scrolled past so quickly.

 

Step 7: Confirm signing: When you finish clicking all signature tags in the document, confirm signing by clicking FINISH. A message appears stating that you have completed your document. 

 

Note: I don’t advise you to click on the option to download a PDF copy or print a copy of the document. DocuSign is trying to sign you up and sell you a document signing plan…

 

I will send you copies of the document.  Just click “NO THANKS”.  The sender receives an email with the signed document attached.

 

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