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Quick Start Guide DocuSign for SharePoint Osprey v3.0 Published: April 28, 2017, Overview DocuSign for SharePoint allows users to sign or get signatures from any SharePoint document library. This
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Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
2
Upload a document. Select Add New on your Dashboard and transfer a file into the system in one of the following ways: by uploading it from your device or importing from the cloud, web, or internal mail. Then, click Start editing.
3
Edit docusign for sharepoint on-prem. Rearrange and rotate pages, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.
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Save your file. Select it from your records list. Then, click the right toolbar and select one of the various exporting options: save in numerous formats, download as PDF, email, or cloud.
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How to fill out docusign for sharepoint on-prem

How to fill out docusign for sharepoint on-prem
01
Step 1: Log in to your SharePoint on-prem site with the appropriate credentials.
02
Step 2: Navigate to the document library where you want to use DocuSign.
03
Step 3: Select the document you want to send for signature.
04
Step 4: Click on the 'DocuSign' option in the document library toolbar.
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Step 5: Fill in the necessary recipient details, such as the email address and name.
06
Step 6: Specify the signing order if there are multiple recipients.
07
Step 7: Add any additional fields or tags to the document as needed.
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Step 8: Customize the email notification message if desired.
09
Step 9: Review the document settings and options.
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Step 10: Click 'Send' to initiate the DocuSign process.
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Step 11: Monitor the status of your document on the DocuSign dashboard.
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Step 12: Once all recipients have signed the document, you will receive a notification.
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Step 13: Access the signed document from the document library or download it as needed.
Who needs docusign for sharepoint on-prem?
01
Organizations using SharePoint on-premises and requiring a secure and efficient way to electronically sign documents.
02
Enterprise teams and departments that frequently deal with contracts, agreements, or legal documents.
03
Businesses that want to streamline their document approval process and eliminate paper-based workflows.
04
Companies that require a compliant and legally binding electronic signature solution within their SharePoint environment.
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Make sure you get and install the pdfFiller iOS app. Next, open the app and log in or set up an account to use all of the solution's editing tools. If you want to open your docusign for sharepoint on-prem, you can upload it from your device or cloud storage, or you can type the document's URL into the box on the right. After you fill in all of the required fields in the document and eSign it, if that is required, you can save or share it with other people.
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