Introduction to Docusign

DocuSign is a cloud-based service that enables users to send, manage, and record electronic signatures on digital documents. is the eSignature solution for UHCL

Introductory Videos

Here are some videos covering how to send and manage your documents, and how to create and use templates:

How to Documents for Basic Sending Steps

The basic steps for creating and sending a document for signature are as follows:

  1. Start an envelope. You can start with a new envelope, use a template stored in DocuSign eSignature, or finish a previously saved draft.
  2. Add your documents. DocuSign eSignature supports a broad variety of file formats. Select files from your local machine or from cloud storage providers like Google Drive or Dropbox.
  3. Add recipients. Specify who receives your envelope and what action you want them to take.
  4. Add messages. Enter the email subject and message details for your recipients.
  5. Advanced Options. Set special recipient privileges, reminder settings, and expiration options.
  6. Add fields. For each recipient, add fields to your documents to gather the desired electronic signatures and other information, such as title, date signed, and more.
  7. Preview and send. Review your field setup and send the envelope to your recipients.

If you include yourself as a signer, after you send the envelope, you can start the signing process from within your account. See Sign a Document From Your Account for details.

Contact docusign@uhcl.edu for any questions!

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Article ID: 9759
Created
Mon 8/29/22 1:52 PM
Modified
Mon 8/29/22 1:55 PM