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Platform Overview
How to send an envelope
How to create a template
How to use Bulk Send
How to create a PowerForm
Use Document Visibility
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Common Issues
Welcome to Docusign eSignature, the leading e-signature solution. Docusign‘s cloud-based platform helps over 1.5 million customers and a billion people in 180+ countries speed up business and simplify their lives.
Want to learn how to use Docusign? Check out these resources and more on the eSignature landing page:
Here are some other resources to help you:
- Contact Support: Need help with an account issue? Visit Docusign’s Support page for options to reach Customer Support.
- Docusign Community: Visit the Docusign Community, connect with other users, and share leading practices.
When someone sends you a Docusign document for your electronic signature, you first receive an email from Docusign sent on behalf of the sender. You’ll then need to open the document, review it, and provide your electronic signature.
If you have quesions or issues with your document, the sender can help you with most scenarios. You can contact the sender by replying to the Docusign email notification you received.
Sign a document sent to you via email
To begin:
- Open the email and select REVIEW DOCUMENT.
a - Select CONTINUE.
a - Review the document and sign:
- Review the documents by scrolling or using the page thumbnails in the right-hand navigation pane.
- When you’re ready to sign, select the yellow START tag on the left to begin.
- Select the Sign icon to add your signature.
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- When you finish selecting all signature tags in the document, confirm signing by selecting FINISH at the top or bottom of the page.
Sign a document from your account
To sign a document from within your Docusign account:
- Navigate to the Agreements tab > select Action Required.
a - Select SIGN next to the document you wish to review.
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a - Review the document and select Continue.
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- Once finished signing, select Finish.
To reset your password:
- Visit https://account.docusign.com.
- Type your email address and select NEXT. (If your browser fills in your password automatically, delete the stored password and re-enter it.)
- Select Reset password.
- Check your email inbox for a verification code. If you did not receive the code, check your Spam or Junk folders.
- Type the Docusign verification code from your email into the verification code field in your browser and select Verify.
- If you have several users associated with this email address, you’ll be prompted to select the user for whom you want to reset your password. Select your user.
- Enter the answer to your account security question > CONTINUE. The answer to your security question is case-sensitive.
- You are now ready to update/change your Docusign password:
- Review your password requirements.
- Type your new password
- Select a security question, and type your answer (the answer is case-sensitive).
- Select SAVE.
- Your password has been successfully updated.
You can now log into Docusign using your new credentials. Note: If you still have trouble accessing the right account, you may need to perform another password reset, and select a different user.
The Search box at the top of your Agreements page searches for matches to the following envelope data:
- envelope name
- sender and recipient names
- recipient email
- envelope ID
If you select the advanced search option to include envelope custom fields, your search includes matches to:
You can focus your search on an envelopes collection (Inbox, Sent, Drafts, Deleted, Bulk Send, or PowerForms), your quick views, or a single folder. All searches are treated as wildcard searches unless you enter your search term in quotation marks. For example, @gmail.com would return all envelopes with a recipient with a Gmail address. For exact matches, enter your search term in quotation marks.
Your search term remains in effect as you select different categories. To reset your list, clear the search term from the search box.
- Search an envelopes collection — Select Inbox, Sent, Drafts, Deleted, Bulk Send, or PowerForms. Then enter your search term in the search box at the top of the page. If you selected Inbox or Sent, the search also return results in your folders. In the results, if the envelope is filed in a folder, the folder is listed.
As an example, here is a search of Sent envelopes and all folders for envelopes sent to or from “abby”; some of the envelopes are filed in folders:
These results are by defaulted filtered for activity from the last six months. To get more results, you can use the Filters method, and set the date filter criteria to search across a broader date range.
- Limit results to a single folder — Select the folder you want to search from your folder list, and then enter your search term in the Search Folders box. The search is restricted to the selected folder; any sub-folders are not included in the search.
- Search by envelope ID – Select your Inbox, then enter the complete envelope ID in the Search Inbox and Folders box at the top of your Manage page.
- Search envelope custom field values – Enter your search term, open filters, and select . Only exact matches are returned.
- Search envelope type values – Select your Sent envelopes. Enter any portion of the envelope type value. For the envelope type “Other”, you can search by that term or the custom value entered.
Issue
You want to find a Docusign envelope in your eSignature account and have a large number of envelopes to search.
Note: For this solution, you will need the envelope ID of the envelope you’re trying to locate.
Solution
To search for your envelope:
- Log in to your Docusign account.
- Select the Agreements tab.
- Select the Inbox or Sent folder, depending on whether you sent or received the envelope.
- Enter the complete envelope ID in the Search field at the top of your envelopes list.
- Optionally change the search filter to search All dates.
- Press Enter.
Alternatively, follow these steps:
- Log in to your Docusign account.
- In your web browser, paste your envelope ID at the end of the following URL: <https://apps.docusign.com/send/documents/details/[ENVELOPE ID]>
- Press Enter.
Related questions
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What if I’m not sure the ID is correct?
Make sure the structure of the ID is correct. It is a 32-digit GUID with 4 dashes, as shown here: xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxx.
What if I know the ID is correct but I get no results?
You may not be the sender or the recipient of the envelope and the envelope is not shared with you.
What if I get no results but I know the envelope was sent from my account?
Ask an account administrator to run an envelope report that exposes relevant data, such as a sender, recipient list, or subject line, and the envelope ID. If you are an administrator, run an Envelope Report that includes the Envelope ID column, download the results to CSV, and search the CSV for the envelope ID. If the envelope ID is not found in the CSV, it was not sent from this Docusign account, or the report’s date range does not include this envelope.
Docusign provides email notifications to senders and recipients for many different reasons. By default, all notifications are turned on automatically.
Manage notifications
To manage notifications:
- Log into your Docusign Account.
- Select your user icon in the top-right corner and select My Preferences
- Beneath SIGNING AND SENDING select Notifications.
- To the right, you’ll notice all are turned on by default. Uncheck the box for any notification that you do not want to receive and select SAVE. Selections can be modified for both Sending Notifications and Recipient Notifications.
Your notification preferences are updated and changes will be applied to all future envelopes.
Change when you receive a notification
To change what notifications are sent to you as a recipient:
- Follow the steps above to navigate to your account Notifications.
- Scroll down to the Recipient Notifications section.
- Uncheck any notification (email) you wish to no longer receive.
Change when you send a notification
To change what notifications are sent from your account as a sender:
- Follow the steps above to navigate to your account Notifications.
- Refer to the Sending Notifications section to your right.
- Uncheck any notification (email) you wish to no longer receive.
Note: Account administrators can define default notification preferences for all new users. For more information, review the Email Preferences guide.
When signing a document, you may need to change your signature.
Common scenarios include:
- Fix a misspelled name
- Your name has changed since you last signed
- You want to resize the signature or initial tab to fit the document you are signing
- Users with a shared email address receive an envelope addressed to both of the users. They must change the signature to ensure that the correct user is signing
Note: These restrictions apply to changing signatures:
- You must have a Docusign account to implement multiple signatures.
- You can only have one signature per full name.
- When you adopt a new signature, this action deletes and replaces the previous signature.
- If you are the only signer, you cannot select a saved signature.
- If you are a first-time signer, you cannot modify your signature after you initially adopt your signature.
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Certain other restrictions can prohibit changing your signature.
- Select the signature field marked Required – Sign Here to display the Adopt your Signature dialog box.
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Change your Signature in Your Account
- From your Docusign account, select your account icon and select Manage Profile.
- Select Signatures and choose:
- Edit to display all available signatures.
- Delete to remove an existing signature.
- + Add New to create a new signature.
- Confirm that your full name and initials are correct, and select a style, draw, or upload your signature. When finished, select CREATE.
Use these resources to add information to documents when signing a document. .
Control Toolbar
In the toolbar on the right, there are controls for:
- Displaying the thumbnail view of document pages in the display
- Posting a comment or question about the document
- Generating a PDF of all the documents in the envelope to download them
- Generating a PDF to print the document
- Selecting the zoom options
The bottom of the right side displays the zoom controls.
Freeform fields
If the page displays a list of fields on the left side of the page, the sender has sent you documents where you must place and complete the fields. This is called freeform signing. For information on free-form signing, see the Use Freeform Signing topic.
Signing indicators
Selecting or tapping the yellow START action indicator takes you to the first field that requires your input.
The NEXT action indicator moves through the document, showing where you must provide information. You can place your cursor over a field to see any tips the sender has provided.
Senders can set the order where fields are presented. Therefore, there might be times when the action indicator jumps to a different part of the page. You can still scroll through the pages to read them, but the system does not let you finish signing until you complete all the required fields.
Fields that are outlined in red are required. Add entries to these fields to complete the signing process.
Select options
- To select an option or check box, select or tap on the appropriate option or check box. Note that you can only select one option in a group.
- To select an option from a dropdown list, select the list and select the appropriate option.
- To add other information in a boxed field, type the requested information into the field and select NEXT or press Tab to continue.
- To sign or initial, select the SIGN or INITIAL field on the document.
The first time you select a SIGN or INITIAL field, you are prompted to adopt your signature and initials.
- If there is an attachment field (a yellow field with a paperclip icon) on a document, the sender has requested that you provide supporting documentation.
To do so, upload supporting documents during the signing process or fax it.
- When you reach an attachment field, you are prompted to select the attachment field to add the supporting document.
Complete your information
After you have added information to all the required fields and any signatures and initials the FINISH prompt displays:
Complete the signing as described in the How to sign a document topic above.
Alternatively, you can select another signing option from the menu.
If you are an account administrator, you can use the Admin tab to navigate to your account administration settings.
- Log in to your Docusign account as an administrator.
Your account opens. The top navigation bar includes the Admin tab.
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As the administrator on your Docusign eSignature account, you have access to certain billing and usage details in the Plan and Billing page. For example, you can see exactly how many envelopes you have sent and how many you have remaining for the current billing period. You can also make changes to billing-related information, such as your payment information.
Shared access offers users the ability to send and manage envelopes on behalf of another user on the account. Administrators can select the Manage Shared Access option to manage which users have access to the envelopes of a specific user.
While the existing shared envelopes options allows managing envelopes on behalf of other users, shared access also allows users to share draft envelopes, move the shared envelopes, create custom folders, and view which users have access to the envelopes.
For auditing which users have access to other users’ envelopes, you can monitor events in the Audit Logs page. The Audit Logs page shows a log entry for every time the shared access settings are changed in an account.
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Limitations and other considerations
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Sharing with groups: Shared access can be granted by administrators from one user to another, but not from a user to a group.
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Sharing with users outside of account: Shared access can only be granted to users on the same account, similar to shared envelopes and delegated signing.
- If you need to share access to envelopes of a closed user, you can transfer the envelopes to yourself or to another active user and then access the envelopes.
