Master the art of effortless navigation on DocuSign with our comprehensive step-by-step tutorial. Streamline your document handling like a pro!
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How To Use DocuSign: Step-by-Step Guide

In the digital age, signing and sending vital documents is just a few clicks away. One popular tool that has revolutionized the way we handle paperwork is DocuSign. Whether you're a professional, entrepreneur, or need to sign documents electronically, learning DocuSign saves you time and hassle. This user-friendly tutorial will guide you through confidently managing important paperwork effortlessly.

What Is DocuSign?

DocuSign is an electronic signature software that allows users to sign, send, and manage documents electronically. It eliminates the need for printing, scanning, and physically mailing documents, making it a convenient and time-saving solution for businesses and individuals alike.

With DocuSign, you can electronically sign documents, request signatures from others, and track the progress of your documents in real time. It provides a secure and legally binding way to handle important paperwork, ensuring that your documents are safe and protected throughout the entire process.

How To Use DocuSign

When it comes to using DocuSign, understanding the signing process is essential. DocuSign provides a secure and convenient way to sign documents electronically, eliminating the need for physical signatures or printing and scanning documents.

Step 1: Create an Account

The first step to start using DocuSign is to create an account. Visit the DocuSign website and click "Sign Up". Enter your email and create a password. Once done, you'll get access to your DocuSign account.

Step 2: Upload Your Document

After logging into your DocuSign account, you will be taken to the homepage. To start using DocuSign, upload the document you want to sign or send. Click "New," then choose "Send a Document" or "Sign a Document" based on your needs. You can upload a document from your computer or cloud storage, or you can choose from templates already available in DocuSign.

Step 3: Add Recipients and Signature Fields

Next, you will need to add recipients to your document. Enter the email addresses of the people who need to sign the document. You can also specify the order in which the recipients should sign. After adding recipients, simply drag and drop signature fields onto the document where they need to sign. DocuSign offers customizable fields like signature, initials, date, and text fields to suit your document's requirements.

Step 4: Customize Email Message and Options

Before sending the document, you can customize the email message that will be sent to the recipients. You can also select additional options like setting signing reminders, allowing delegation to others, and adding an expiration date. Access options by clicking the "More" button in the top-right corner.

Step 5: Send or Sign the Document

Once you have customized the email message and options, you are ready to send or sign the document. To send the document, click "Send" as the sender. Recipients will receive an email with a link to access and electronically sign the document. As a recipient, open the email and click the link to sign the document. You can sign the document using your mouse, touchscreen, or by uploading a scanned copy of your signature.

Step 6: Track and Manage the Document

After the document has been sent or signed, you can track its progress and manage it from your DocuSign account. You will be able to see who has signed the document, when they signed it, and if there are any pending signatures. You can also send reminders to recipients who have not yet signed and download a copy of the signed document for your records.

Master the art of effortless navigation on DocuSign with our comprehensive step-by-step tutorial. Streamline your document handling like a pro!

Review and Preview Editing Options

Before sending or signing the document, it is important to review and preview the editing options available. DocuSign allows you to make changes to the document if needed before it is finalized.

To review and preview editing options, you can click on the "Review and Edit" button located at the top right corner of the screen. This will open a menu where you can choose to edit the document, add additional fields or recipients, change the signing order, or make any other necessary modifications.

When making edits to the document, you can use the various editing tools provided by DocuSign. These tools allow you to add text, images, checkmarks, or other annotations to the document. You can also resize or reposition the signature fields, initials boxes, or other fields as needed.

Once you have made all the necessary edits, you can preview the document to ensure that everything is correct. The preview option allows you to view the document as the recipients will see it. This is a crucial step to ensure that the document appears exactly as intended and that all the fields and information are in the correct places.

If you need to make any further changes, you can go back to the editing options and make the necessary modifications. Once you are satisfied with the document, you can proceed to send or sign it as mentioned in step 5.

How Do I Customize The Signature Field On DocuSign?

DocuSign offers a variety of options to customize the signature field according to your needs. By customizing the signature field, you can ensure that it aligns with your brand and enhances the overall user experience. Here are the steps to customize the signature field on DocuSign:

  1. Log in to your DocuSign account: Go to the DocuSign website and sign in using your account credentials.
  2. Select the document: Choose the document that you want to add a customized signature field to. To upload the document, click the "Upload" button if not done yet.
  3. Access the Signature Field: Select the document, then click the "Sign" button at the top of the page. This will open the signature field options.
  4. Customize the Signature Field: In the signature field options, you can choose from various customization options. Here are some key options you can modify:
  5. A) Signature Style: Select the type of signature you want to use. DocuSign offers three options - Draw, Type, or Upload. You can choose the option that best suits your preference.
  6. B) Signature Font: Customize the font style and size of your signature.
  7. C) Signature Color: Choose the color of the signature ink to align with your brand or personal preference.
  8. D) Signature Placement: Drag and drop the signature field to the desired location within the document.
  9. Save and Apply Changes: Customize the signature field as desired, then save the changes by clicking "Save" or "Apply Changes".
  10. Preview the Signature Field: Before finalizing the document, it is important to preview how the signature field will appear to the recipients. This will ensure that the customization is applied correctly and the signature field aligns with your branding.
  11. Make Further Adjustments if Needed: To adjust the signature field further, revisit the customization options and modify as needed. Take your time to ensure that the signature field is exactly how you want it before proceeding.
  12. Send or Sign the Document: Once you're satisfied with customizing the signature field, you can proceed to send the document to recipients or sign it yourself. DocuSign provides options to send the document via email or other methods, depending on your preferences.

Conclusion

In conclusion, DocuSign has become a game-changer in our digital era, transforming how we handle documents. Its user-friendly platform streamlines the signing process, eliminating the need for printing, scanning, and mailing. With DocuSign, you can confidently manage documents, from adding recipients and signature fields to customizing messages and tracking progress. The ability to review, edit, and customize signature fields adds a layer of personalization. Embrace DocuSign to simplify your paperwork, save time, and ensure secure, efficient document handling for all your professional and personal needs.

Final Thoughts

At Artlogo, we are experts in creating distinctive handwritten signatures, logos, and more. We specialize in providing professionals from various industries with the opportunity to make a lasting impression wherever they go. Enhance your personal brand with Artlogo.

Sources

  1. https://www.docusign.com/esignature/document-signing-software
  2. https://www.rocketlawyer.com/business-and-contracts/business-operations/contract-management/legal-guide/are-digital-signatures-legally-binding

Article written by

Danny S., Digital Marketing Expert

Artlogo

For the past 9 years Danny has been specialising in helping American and Canadian e-commerce brands blow up with organic and paid traffic. He has worked with hundreds of brands and one of his favorite projects is Artlogo. Artlogo team is super professional in what they do: they produce amazing design and digital products. And the main point is that we do a lot of marketing experiments that help us to bring value to our customers and stay on top of the latest marketing working strategies.

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Every person signs a large number of documents, send thousands of emails or active in social media during their lifetime. Artlogo's mission is to create your eye-catching signature that makes You and Your name unqiue and helps you stand out.

4.8 (Excellent)
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Fabien Bonabaud
2 reviews  Location CH
17 hours ago
Well designed signatures and good customer service

I didn’t know what to expect but ArtLogo created an inspiring signature logo for my wine business in a fairly short timeframe, and they were very receptive to my change requests too. The customer service is polite and very responsive. I definitely recommend!

Date of Purchase:  February 04, 2025
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Sofie Blanckaert
1 review  Location BE
5 days ago
Perfect service and lovely creators and on time

Artlogo has done a wonderful job designing my signature and inititals for my artbusiness Sofie B. Light Art. As an artist I needed the initials to be printable on a stamp for signing my paintings. The finetuning of the logo was done in 3 attempts as the first design was a bit to overflowing but they got the need for simple, clean and recognisable. My signature logo was perfect after 2 attempts. Good feedback from the Artlogo team at all times. They really implement your feedback. I even asked for a deadline and they made it! The watermarq feature on their site is also a win to use! I highly recommend them! Thank you ARTlogo!

Date of Purchase:  January 29, 2025
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Caroline Jensen
1 review  Location SE
Jan 17, 2025
I found "the one"!

I had a fantastic experience creating my signature logo. The communication was very supportive, and I felt very listened to. They also managed to create a logo that truly felt like "the one", which is kind of magic!? It only took two reviews and then we were home. All in all - super professional and super friendly at the same time. Would really recommend this service to anyone looking for a personal logo.

Date of Purchase:  January 15, 2025
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Daniel Gimmer
2 reviews  Location US
Jan 24, 2025
Top results and friendly support

Very quick response, high quality results, a friendly contact and the chance to adjust the logo to your needs if needed. I am very pleased with how everything came out - thank you kindly!

Date of Purchase:  Jan 22, 2025
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Guy Corl
1 review  Location US
Jan 10, 2025
Unique service, smooth process

I truly appreciate what a unique service Artlogo is providing to those who seek a professional and sleek means to put their work out into the world. The process was easy, price fair, and follow-up outstanding. Do your self a favor and create something that can represent you for many years to come

Date of Purchase:  December 31, 2024
MJ
Mr Jason Tey
1 review  Location SG
Jan 14, 2025
I recommend the artistic expressions of Artlogo!

Artlogo has done a magnificent task in helping to bring out the true essence of Techno-Science Design & Engineering. The Head Calligrapher had been very patient with me during the entire design process.
If you are looking at a logo that communicates artistically, the handwritten signature logos from Artlogo is definitely one that is not be be missed.

Date of Purchase:  January 11, 2025
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Richard de Kock
3 reviews  Location GB
Jan 5, 2025
Excellent service and signature

I had a very good experience. They are highly professional and I got a really great signature out of the process. When I needed amendments made there were challenges at all, they simply made the changes happily to ensure I was absolutely happy!

Date of Purchase:  December 06, 2024
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Elliot Barber
2 reviews  Location GB
Dec 25, 2024
Ordering from Artlogo was the best…

Ordering from Artlogo was the best decision for me and my team. We are a marketing agency of 11 people. We decided to get email signatures for all members. Each member chose their own style and received a unique signature. It was easy to communicate and request a revision (just for a few of the signatures). So, I am happy to recommend Artlogo!

Date of Purchase:  December 20, 2024
DH
Daniel Holden
17 reviews  Location GB
Jan 10, 2025
Impressed at the ease of use

Impressed at the ease of use with the website and the range of options available. My artwork was produced within the given timescales and was spot on first time.

Date of Purchase:  January 09, 2025
RE
Ronnie E.
1 review  Location GB
Dec 17, 2024
I’m a travel journalist and now working…

I’m a travel journalist and now working on my own book and just signed a contact with a publishing agency. I dream big and I’m visualizing myself giving autographs lol. I heard of Artlogo from a friend and decided to give it a go. There are professional artists in their team and they do beautiful handwritten signatures in various calligraphy styles. I wanted something short but artsy and they made a fabulous signature autograph for me. I also bought practice sheets and now it feels like this signature has been mine since I was born. Totally worth the price.

Date of Purchase:  December 05, 2024
AK
Allen K. Mouzon
2 reviews  Location GB
Dec 25, 2024
Recently I purchased a logo with…

Recently I purchased a logo with different add-ons from Artlogo. I personally liked the ordering process, revisions are easy to request. I needed only one minor revision. The result is outstanding and I am using my logo now everywhere. Great job!

Date of Purchase:  December 11, 2024
JS
Janine Shepard
1 review  Location US
Jan 8, 2025
Very responsive

When I asked for modifications to the signature originally created, Artlogo was very responsive and gave me a signature that looked more like my style. I have already used it!

Date of Purchase:  January 02, 2025
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Harry Apikian
1 review  Location CA
Dec 20, 2024
It enriches the quality of your presentation

This is the second signature logo I get from Artlogo. I use them to watermark my pictures before posting on the net. It makes your work look professional and more valuable.
I have received many compliments about how beautiful my signature looks.

Date of Purchase:  November 13, 2024
DB
Deborah B.
2 reviews  Location US
Dec 4, 2024
Superior product & service! #BlownAway

I ordered my second logo and Artlogo once again shattered my expectations. Their generosity in time and effort is simply outstanding. Not only do they possess excellent design skills (working with you until you are thrilled with the result), they provide a plethora of files for use in any capacity. I can't imagine a better product or service!

Date of Purchase:  December 02, 2024
FK
Fabio Komlos
1 review  Location US
Jan 11, 2025
Very good customer service with quick…

Very good customer service with quick responses and revisions in a very timely matter. They created a very elegant signature and I am very happy with the outcome.

Date of Purchase:  January 10, 2025
ME
Marcel Eisenwinder
1 review  Location DE
Dec 18, 2024
I am completely satisfied

I am completely satisfied, the process went smoothly, a signature exactly as I imagined it and my individual wishes were taken into account. I can only recommend it. Thank you very much again. Until the next order

Date of Purchase:  December 16, 2024
BW
Ben Wheeler
1 review  Location US
Dec 13, 2024
I recently started my own beauty studio…

I recently started my own beauty studio and needed a logo that stands out. Artlogo made a beautiful logo for me. The first try wasn’t exactly what I needed and they did edits absolutely for free. It also included a custom drawing which I loved soo much. 100% recommend.

Date of Purchase:  December 03, 2024
CW
Customer
4 reviews  Location GB
Nov 20, 2024
Impressive!

Sometimes it feels like customer service and a personal touch is a dying art in businesses, but not with Artlogo! I have been impressed with their work and customer service since I started using them. They brought my signature logo to life reflecting my brand identity perfectly! Their swift responses and willingness to help with my questions has been standout impressive! Don't hesitate to go to Artlogo, you will be impressed too!

Date of Purchase:  November 19, 2024
PT
Peter Thorpe
16 reviews  Location AE
Dec 5, 2024
1st class

I was sceptical to order, but took the plunge. I have to say the communication has been great. The signature produced was first class, so much so I'm now going to order several other add ons that they offer. I can not fault the service given to myself

Date of Purchase:  November 28, 2024
JM
James M. Cordiero
9 reviews  Location US
Updated Dec 19, 2024
ARTLOGO - AMAZING HANDWRITTEN SIGNATURES!!!

Everyone knows that ordering online can sometimes be challenging at best... Sam and Tracy from "Artlogo" have been excellent. They made adjustments three times for me.
I can't thank them enough for their fast responses to every email. It's one of the best companies I've ever dealt with.
Jim
Chatham, MA

Date of Purchase:  December 05, 2024

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