Please click on the links to the left to learn more about DocuSign's additional features for:
Tracking
When you receive a document to be signed, the email notification only shows the name of the original sender. If, for example, you are number 3 out of 6 in the routing order, the name of the sender in the email notification is the initial sender, not the person who was second in the routing order.
To view the full routing status, you must log into DocuSign after you have finished signing.
Envelope Management
Envelope management is the process of searching, sorting, and retrieving documents sent through DocuSign.
DocuSign Support Link for Envelope Management.
Shared Envelopes
Sharing settings let you share your Manage folders with another user so they can view, manage, correct, resend and void envelopes from their own folder list.
Sending
DocuSign works on a three tiered method for sending documents.
The first tier is the Envelope. Think of the envelope as a manila envelope that you use to put documents inside to be send.
Signing a DocuSign Document is quick and easy. If your signature or initials are needed on a DocuSign document, you will receive an email with a link to the document. Depending on the way the form is setup, you will either be taken directly to the form or you will be redirected to a page asking you to enter a code that would be provided in the email.
Once taken to the document, you will be able to enter any requested information and provide your signature with a simple click of the button.
Please click on the links to the left to learn more about DocuSign's funcation for:
To access your document, return to your email notification and click "Review Documents."
Currently, we are not able to process your request. We apologize for the inconvenience.
You are unable to sign your document at this time.
We are sorry that you've declined to sign your document today.
We hope to do business with you in the future.