Getting Started

Welcome Your Experience

Get Agreements Signed Faster

Get agreements signed faster to increase both efficiency and speed to revenue across your organization. This enables you to save time and undue effort, not having to wait for agreements to be completed. Improve the signing experience from virtually any device, speeding time to sign. 

 

  • 94% reduction in turnaround time
  • 78% faster form completion
  • 98% reduction in time to complete agreement from 2 days to 1 hour

 

Disclaimer:

If some of these features are not within your plan, contact your sales representative to upgrade your account.

1 Reminders

Reminders

Set automatic reminders to notify your signers that the envelope is ready for them to complete. Reduce unnecessary effort spent on extensive communications between senders and signers, and speed up the entire process.

Examples:

  • New company policies
  • Invoices
2 Branding

Branding

Increase visibility, awareness and customer trust with branded agreements. Agreements are more recognizable and gives them the confidence they are signing the right documents, encouraging quicker turnaround. It’s as simple as adding your company logo and custom colors to your envelope.

Examples:

  • Patient consent forms
  • Employee contracts
3 Comments

Comments

Comments help with both signing and sending documents by providing the opportunity to communicate within a document. If there are questions, disagreements or requests for additional information, they can post a comment in the document. This streamlines the process of getting agreements signed more quickly.

Examples:

  • Sales order transactions
  • Subcontractor agreements
  • Legal agreements
4 Mobile App

Mobile App

The DocuSign electronic signature mobile app provides consumers and professionals with a simple way to electronically sign and return documents using virtually any device. Empower professionals to get work done faster, without being tied to the office. Receive real-time push notifications when a document has been completed or when a document is waiting for signature so you can ensure documents are being signed on time.

Examples:

  • Healthcare onboarding forms
  • Rental applications
  • Sales agreements
5 Signing Order

Signing Order

Automatically set a signing order to multiple recipients you need to complete an agreement. Automating the signing order lets you control when your recipients receive and sign your documents. By routing signers in a specific order, you don’t need to manually set up a way to get one signature before another.

Examples:

  • Legal approvals
  • Statement of Work
6 Signing Group

Signing Group

Send an envelope to a predetermined group of recipients and have any member of the group sign the agreement. Anyone in the group can open and sign with their own signature, minimizing bottlenecks and accelerating the process toward completion.

Examples:

  • Legal approvals
  • Statement of Work
7 Collaborative Fields

Collaborative Fields

Collaborative fields are for situations when signers might need to address changes to your document. This enables signers to use fields that are more flexible and can be changed easily, to facilitate an even smoother signing process. Whether via text, drop downs, and check box fields, it is quicker and more efficient to sign.

Examples:

  • Closing dates
  • Legal approvals
  • NDAs
8 Payments

Payments

With Payments, get paid instantly and avoid delays receiving payments and signatures. Payments is also PCI-compliant so customers can rest assured that it’s safe and secure. With added security, Customers also have the ability to get paid quicker and more conveniently, with any major credit card, debit card, Apple Pay, Google Pay, and ACH payments.

Examples:

  • Membership fees
  • Deposits
  • Invoices
9 ID Verification

ID Verification

Verifying an individual’s identity is often a manual, in-person task. With Docusign, customers can use the Identity Verification feature to validate the collection of necessary information quicker, across a variety of industries. Identity Verification is easy to use, speeding up the verification process. All DocuSign users can verify identities through an access code, while video and digital identity verification is an additional cost.

Examples:

  • Patient consent forms
  • Recruiting
  • Rental applications
10 Click

Click

DocuSign Click is an easy-to-use, simple-to-deploy clickwrap solution that lets you capture customer consent to standard terms with a single click, lowering costs and risk, while improving the customer experience. A clickwrap agreement is as legally binding as a signature to mitigate risk and put your signers at ease, helping them sign with confidence and quicker. Click will securely store, search, and manage clickwrap agreements in one central location enabling you to have an audit trail.*

Examples:

  • Terms of Service
  • Policy updates
  • Disclosures
  • License agreements

*eSignature customers can try 250 clickwraps, already included in their plans. If you would like to send more, contact your sales representative.

11 Drawing

Drawing

There are not just text based agreements, but visual as well. Drawing is an important feature because it gives signers a quick and easy way to communicate beyond just a signature. Upload photos, then mark up documents in just a few clicks.

Examples:

  • Medical diagrams
  • Insurance claims
  • Construction
12 Take the Webinar

Take the Webinar

Now that you've learned about each feature, join one of our complimentary instructor-led webinars to understand how they can work together.

In this webinar, you will learn about how these advanced DocuSign eSignature features help streamline processes. Learn to use advanced template features; PowerForms, bulk sending, and key administrative settings, such as agreement actions, reporting, and signing groups.

Reminders

Set automatic reminders to notify your signers that the envelope is ready for them to complete. Reduce unnecessary effort spent on extensive communications between senders and signers, and speed up the entire process.

Examples:

  • New company policies
  • Invoices

Branding

Increase visibility, awareness and customer trust with branded agreements. Agreements are more recognizable and gives them the confidence they are signing the right documents, encouraging quicker turnaround. It’s as simple as adding your company logo and custom colors to your envelope.

Examples:

  • Patient consent forms
  • Employee contracts

Comments

Comments help with both signing and sending documents by providing the opportunity to communicate within a document. If there are questions, disagreements or requests for additional information, they can post a comment in the document. This streamlines the process of getting agreements signed more quickly.

Examples:

  • Sales order transactions
  • Subcontractor agreements
  • Legal agreements

Mobile App

The DocuSign electronic signature mobile app provides consumers and professionals with a simple way to electronically sign and return documents using virtually any device. Empower professionals to get work done faster, without being tied to the office. Receive real-time push notifications when a document has been completed or when a document is waiting for signature so you can ensure documents are being signed on time.

Examples:

  • Healthcare onboarding forms
  • Rental applications
  • Sales agreements

Signing Order

Automatically set a signing order to multiple recipients you need to complete an agreement. Automating the signing order lets you control when your recipients receive and sign your documents. By routing signers in a specific order, you don’t need to manually set up a way to get one signature before another.

Examples:

  • Legal approvals
  • Statement of Work

Signing Group

Send an envelope to a predetermined group of recipients and have any member of the group sign the agreement. Anyone in the group can open and sign with their own signature, minimizing bottlenecks and accelerating the process toward completion.

Examples:

  • Legal approvals
  • Statement of Work

Collaborative Fields

Collaborative fields are for situations when signers might need to address changes to your document. This enables signers to use fields that are more flexible and can be changed easily, to facilitate an even smoother signing process. Whether via text, drop downs, and check box fields, it is quicker and more efficient to sign.

Examples:

  • Closing dates
  • Legal approvals
  • NDAs

Payments

With Payments, get paid instantly and avoid delays receiving payments and signatures. Payments is also PCI-compliant so customers can rest assured that it’s safe and secure. With added security, Customers also have the ability to get paid quicker and more conveniently, with any major credit card, debit card, Apple Pay, Google Pay, and ACH payments.

Examples:

  • Membership fees
  • Deposits
  • Invoices

ID Verification

Verifying an individual’s identity is often a manual, in-person task. With Docusign, customers can use the Identity Verification feature to validate the collection of necessary information quicker, across a variety of industries. Identity Verification is easy to use, speeding up the verification process. All DocuSign users can verify identities through an access code, while video and digital identity verification is an additional cost.

Examples:

  • Patient consent forms
  • Recruiting
  • Rental applications

Click

DocuSign Click is an easy-to-use, simple-to-deploy clickwrap solution that lets you capture customer consent to standard terms with a single click, lowering costs and risk, while improving the customer experience. A clickwrap agreement is as legally binding as a signature to mitigate risk and put your signers at ease, helping them sign with confidence and quicker. Click will securely store, search, and manage clickwrap agreements in one central location enabling you to have an audit trail.*

Examples:

  • Terms of Service
  • Policy updates
  • Disclosures
  • License agreements

*eSignature customers can try 250 clickwraps, already included in their plans. If you would like to send more, contact your sales representative.

Drawing

There are not just text based agreements, but visual as well. Drawing is an important feature because it gives signers a quick and easy way to communicate beyond just a signature. Upload photos, then mark up documents in just a few clicks.

Examples:

  • Medical diagrams
  • Insurance claims
  • Construction

Take the Webinar

Now that you've learned about each feature, join one of our complimentary instructor-led webinars to understand how they can work together.

In this webinar, you will learn about how these advanced DocuSign eSignature features help streamline processes. Learn to use advanced template features; PowerForms, bulk sending, and key administrative settings, such as agreement actions, reporting, and signing groups.

Need extra help?

Help with Logging In

This article covers common login problems you may be experiencing.

Admin Guide

Your guide to frequently asked questions by eSignature Admins.

DocuSign University

The fastest way to learn how to use DocuSign is through DocuSign University. Take virtual courses on your own time, or join a live learning lab.

Support Center

Need additional support? Submit a ticket here, or search the Support Center for how-to guides.