How to send DocuSign via text?

Sending DocuSign via Text: A Step-by-Step Guide

Introduction

DocuSign is a popular electronic signature platform that allows businesses to automate the signing process for various documents. One of the most convenient ways to send DocuSign via text is through the DocuSign mobile app. In this article, we will guide you through the process of sending DocuSign via text, highlighting the key steps and important considerations.

Step 1: Create a DocuSign Account

Before you can send DocuSign via text, you need to create a DocuSign account. Here’s how:

• Go to the DocuSign website and click on "Sign" in the top right corner.
• Click on "Create Account" and follow the prompts to create a new account.
• Fill out the required information, including your name, email address, and password.
• Note: You will need to have a valid email address to create a DocuSign account.

Step 2: Set Up Your DocuSign Account

Once you have created your DocuSign account, you need to set it up to send and receive DocuSign via text. Here’s how:

• Log in to your DocuSign account and click on "Settings" in the top right corner.
• Click on "Account Settings" and then click on "Text Messaging" under the "Signing" section.
• Note: You will need to have a valid phone number associated with your DocuSign account to receive text messages.

Step 3: Configure Your DocuSign Account for Text Messaging

To send DocuSign via text, you need to configure your DocuSign account for text messaging. Here’s how:

• Log in to your DocuSign account and click on "Settings" in the top right corner.
• Click on "Account Settings" and then click on "Text Messaging" under the "Signing" section.
• Note: You will need to enter your phone number and confirm your phone number to receive text messages.

Step 4: Send DocuSign via Text

Now that you have configured your DocuSign account for text messaging, you can send DocuSign via text. Here’s how:

• Log in to your DocuSign account and click on "Sign" in the top right corner.
• Click on "Send" and select "Text Message" as the signing method.
• Enter the recipient’s phone number and select the document you want to sign.
• Note: You can also add a custom message to the document before sending it via text.

Sending DocuSign via Text: Important Considerations

Before you can send DocuSign via text, there are a few important considerations to keep in mind:

• Phone Number: You need to have a valid phone number associated with your DocuSign account to receive text messages.
• Text Message Limitations: There are limitations to the number of text messages you can send per day, and you may need to upgrade your plan to send more text messages.
• Recipient’s Phone Number: The recipient’s phone number must be valid and functional for the text message to be delivered.
• Custom Messages: You can add a custom message to the document before sending it via text, but be aware that this may affect the recipient’s experience.

Sending DocuSign via Text: Benefits and Limitations

Sending DocuSign via text offers several benefits, including:

• Convenience: Sending DocuSign via text is a convenient way to sign documents, especially for remote teams or individuals with limited access to a computer.
• Time-Saving: Sending DocuSign via text can save time and reduce the need for manual signing.
• Cost-Effective: Sending DocuSign via text can be cost-effective, especially for small businesses or individuals with limited budgets.

However, there are also some limitations to consider:

• Security: Sending DocuSign via text may not be as secure as sending it via email or other methods, as it may be intercepted or accessed by unauthorized parties.
• Rejection: The recipient may reject the text message, especially if they are not familiar with DocuSign or have security concerns.

Conclusion

Sending DocuSign via text is a convenient and cost-effective way to sign documents, especially for remote teams or individuals with limited access to a computer. By following the steps outlined in this article, you can send DocuSign via text and take advantage of the benefits it offers. However, it’s essential to consider the important considerations and limitations before implementing this method.

Additional Tips and Resources

• DocuSign Support: For more information on sending DocuSign via text, visit the DocuSign support website.
• DocuSign Mobile App: Download the DocuSign mobile app to sign documents on-the-go.
• Third-Party Integrations: Explore third-party integrations with other tools and services to enhance your DocuSign experience.

By following these steps and considering the important considerations and limitations, you can successfully send DocuSign via text and take advantage of the benefits it offers.