Requesting Signature on DocuSign: A Step-by-Step Guide
Introduction
DocuSign is a popular electronic signature platform that enables businesses to automate the signing process for various documents. With its user-friendly interface and robust features, DocuSign has become a go-to solution for organizations of all sizes. In this article, we will provide a comprehensive guide on how to request signature on DocuSign.
Step 1: Create a New Document
Before you can request a signature, you need to create a new document on DocuSign. Here’s how to do it:
- Log in to your DocuSign account and click on the "Create a New Document" button.
- Choose the document type (e.g., contract, agreement, or invoice) and select the document template.
- Customize the document as needed, including adding fields and sections.
- Click on the "Save" button to save the document.
Step 2: Add Signatures
Once you have created a new document, you can add signatures to it. Here’s how:
- Click on the "Add Signature" button in the top right corner of the screen.
- Choose the type of signature you want to add (e.g., electronic signature, physical signature, or both).
- Select the document you want to add the signature to.
- Choose the signer(s) you want to add the signature to.
- Click on the "Save" button to save the signature.
Step 3: Request Signature
Now that you have added signatures to your document, you can request a signature from the signer(s). Here’s how:
- Click on the "Request Signature" button in the top right corner of the screen.
- Choose the document you want to request a signature for.
- Select the signer(s) you want to request a signature from.
- Choose the signature type (e.g., electronic signature or physical signature).
- Click on the "Send Request" button.
Step 4: Track Signature Requests
Once you have sent a signature request, you can track its status in real-time. Here’s how:
- Click on the "Requests" tab in the top navigation menu.
- Filter the requests by date, signer, or document.
- Click on the "Status" column to view the status of each request.
Step 5: Review and Sign
After receiving a signature request, you can review and sign it. Here’s how:
- Click on the "Review" button in the top right corner of the screen.
- Review the document and signer information.
- Click on the "Sign" button to sign the document.
- Choose the signer(s) you want to sign.
- Click on the "Save" button to save the signed document.
Step 6: Send Signed Document
Once you have signed the document, you can send it to the signer(s). Here’s how:
- Click on the "Send Signed Document" button in the top right corner of the screen.
- Choose the signer(s) you want to send the document to.
- Choose the document you want to send.
- Click on the "Send" button.
Tips and Best Practices
- Use a clear and concise subject line when requesting a signature.
- Provide all necessary information and documentation when requesting a signature.
- Use a secure and trusted connection when sending signed documents.
- Use a digital signature tool that is compatible with DocuSign.
- Use a signature template that is specific to your industry or document type.
Common Issues and Solutions
- Error 404: The requested document or signer is not found.
- Solution: Check the document and signer information, and make sure the document is saved and the signer is added correctly.
- Error 500: The request was not sent successfully.
- Solution: Check the connection and ensure that the request was sent successfully.
- Error 503: The document is not signed.
- Solution: Check the document and signer information, and make sure the document is saved and the signer is added correctly.
Conclusion
Requesting signature on DocuSign is a straightforward process that can be completed in a few steps. By following the steps outlined in this article, you can automate the signing process for various documents and improve your organization’s efficiency and productivity. Remember to use a clear and concise subject line, provide all necessary information and documentation, and use a secure and trusted connection when sending signed documents.