Get the free DocuSign for SharePoint Online (PDF) DocuSign Support Center

Quick Start GuideDocuSign for SharePoint 2013 v2.1.0 Published September, 2015Overview DocuSign for SharePoint 2013 allows users to sign or get signatures from any SharePoint 2013 document library.

How to fill out docusign for sharepoint online

How to fill out DocuSign for SharePoint Online:

1. Access your SharePoint Online site and navigate to the document or file that needs to be signed.
2. Click on the "..." or ellipsis next to the document and select "Sign with DocuSign" from the dropdown menu.
3. If you don't have a DocuSign account, you will be prompted to create one. Follow the on-screen instructions to register and create your account. If you already have a DocuSign account, sign in using your credentials.
4. Once you're signed in, you will be directed to the DocuSign interface where you can set up the signing process. Select the recipients for the document, add their email addresses, and specify their signing order if necessary.
5. Customize the signing experience by adding fields to the document where recipients need to sign or provide information. You can add signature fields, date fields, text fields, checkboxes, and more based on your requirements.
6. Review and configure additional options such as authentication settings, reminder notifications, and document expiration dates.
7. Preview the document to ensure everything is set up correctly. Make any necessary adjustments to the recipients, fields, or settings.
8. Once you're satisfied, click on the "Send" button to initiate the signing process. All recipients will receive an email notification with a link to the document.
9. Each recipient can click on the link to access the document and complete their signing tasks. They can sign, initial, fill out form fields, and any other required actions.
10. As the sender, you will be notified via email when each recipient completes their part of the signing process. You can also monitor the progress and status of the document within the DocuSign interface.

Who needs DocuSign for SharePoint Online:

1. Businesses and organizations that frequently require signed documents for internal or external processes.
2. Individuals or teams that collaborate on projects and need a streamlined way to share, review, and sign documents securely.
3. Companies that have adopted SharePoint Online as their document management solution and want to integrate electronic signatures seamlessly within their workflows.

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