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Quick Start Guide DocuSign for Word v3.3 Published February 8, 2016, Overview DocuSign for Word allows users to send or sign documents created or edited in Word. Users with an existing account can
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1
Log in. Click Start Free Trial and create a profile if necessary.
2
Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.
3
Edit docusign for word docusign. Replace text, adding objects, rearranging pages, and more. Then select the Documents tab to combine, divide, lock or unlock the file.
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Save your file. Select it in the list of your records. Then, move the cursor to the right toolbar and choose one of the available exporting methods: save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud.
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How to fill out docusign for word docusign
How to fill out docusign for word docusign
01
Open the Word document that needs to be filled out using DocuSign.
02
Click on the 'Add-ins' tab in the Word menu.
03
Select 'DocuSign' from the list of available add-ins.
04
If prompted, sign in to your DocuSign account.
05
Once the DocuSign pane appears on the right side of the Word document, click on 'Prepare' to start the signing process.
06
Review the document to ensure all necessary fields are present and in the correct locations.
07
Click on the 'Sign' button to add your signature to the document.
08
Drag and drop signature fields to the appropriate positions if needed.
09
Use the 'Add Fields' option to add any additional fields like date, initials, checkboxes, etc.
10
If required, add comments or instructions for the recipient in the 'Message' field.
11
Click on 'Send' to send the document for signature or 'Save' to save the changes.
12
You can track and manage the status of the document through your DocuSign account.
13
Once the recipient receives the document, they can sign it online using DocuSign.
14
The completed and signed document can be securely downloaded from DocuSign or it can be automatically sent to other parties as specified.
Who needs docusign for word docusign?
01
Professionals or businesses who frequently deal with document signing
02
Corporate legal departments
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Real estate agents and brokers
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Financial institutions
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HR departments for employee onboarding
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Government agencies
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Insurance companies
08
Medical professionals
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Freelancers or self-employed individuals
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Anyone who wants a secure and efficient way to electronically sign and manage documents
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