Signing a Document in DocuSign with/without Routings
1. Go to your DocuSign account and click on the following from the home page:
a. There are four options in DocuSign.
i. Send an Envelope
1. This is the option when you want someone else to sign a document. You create your own routing to send the document to individuals.
a. Add the document:
b. Add Recipients:
You also define what you want the recipient to do or get:
i. Need to sign means they will sign the document.
ii. Receives a copy means they just get a copy of the document (no signature required).
iii. Specify Recipients add a Role to each Recipient (Like Lab Manager or Lab Director). You define these for each recipient.
c. Add Message:
This is to personalize the email message to recipients will get.
d. Define Signatures and additional data on the document:
DocuSign color codes all recipients so you can see who is signing where. Above both individuals are being asked to Sign the document. You can also pull over (hold left mouse click) informational fields like date, company, etc. which are listed on the left margin of the screenshot above.
e. Send Envelope (bottom right of the screen).
ii. Sign a Document
1. This is when you want to sign a document or just add information to a document that has already been signed. This document goes through this process.
iii. Use a Template
1. WSLH has multiple templates that you can use with pre-defined routings on them. You can modify the routing after selecting it if you do not need all the signatures on the routing by just deleting the ones you don’t need.
iv. Create a PowerForm (this is currently not used by WSLY).
2. Select Browse and follow the instructions below to get to your document.
When you find your document, click on the Open icon.
3. As shown below, when your document loads, click on the SIGN icon.
4. Click on the field list on the left to enable adding the fields to the document.
5. The fields in Yellow were dragged onto the document. The Text field is free text so you can type all you want into that field.
6. Click finish and the box below will appear. You can email the document to someone else. DocuSign will automatically email you the completed document.
7. Here is the completed document in your DocuSign account.
Other actions are listed on the right side of the screenshot above.