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Quick Start GuideDocuSign for SharePoint 2010 1.5.1 Published October 29, 2015Overview DocuSign for SharePoint 2010 allows users to sign or send documents for signature from a SharePoint library.

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Here are the steps you need to follow to get started with our professional PDF editor:

1

Log in. Click Start Free Trial and create a profile if necessary.

2

Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.

3

Edit docusign for sharepoint 2010. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.

4

Save your file. Select it from your list of records. Then, move your cursor to the right toolbar and choose one of the exporting options. You can save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud, among other things.

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How to fill out docusign for sharepoint 2010

01

Step 1: Open the document in SharePoint 2010.

02

Step 2: Click on the 'DocuSign' button in the toolbar.

03

Step 3: A DocuSign window will open where you can review and customize the fields to be filled in the document.

04

Step 4: Once you have customized the fields, click on the 'Send' button.

05

Step 5: The document will be sent for signature, and you can track its progress in the DocuSign dashboard.

06

Step 6: Once the document is signed, you will receive a notification and the signed document will be saved in SharePoint.

Who needs docusign for sharepoint 2010?

01

Organizations or individuals who frequently deal with document signing and collaboration can benefit from DocuSign for SharePoint 2010.

02

Legal teams who require signed contracts, agreements, or other legal documents.

03

Businesses that need to streamline their document approval processes and eliminate manual paperwork.

04

Financial institutions that require secure and legally binding e-signatures.

05

Real estate agents who need to get signatures on rental agreements or property contracts.

06

Any industry or department where document signing and approval is a regular part of the workflow.

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