Using the Sign a Document Now Feature

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1 DocuSign Quick Start Guide Using the Sign a Document Now Feature Overview You can already send documents out for electronic signature using DocuSign, but what about documents sent to you to sign from outside of DocuSign? The Sign a Document Now feature lets you easily sign and store these documents too. After signing the document, you can return the legally binding document to the original sender. This guide provides information about how to sign and send documents with the Sign a Document Now feature. Note: This feature might not be enabled for your account. To access this functionality, contact your Account Manager or DocuSign Service (service@docusign.com) for assistance. If the feature is enabled for your account, a Customer Account Manger must still enable it in the Features section to allow an account user to use the Sign a Document now feature. The procedures in this guide assume that you have a DocuSign account and are logged on to the console. For more information and details on any of these subjects, see the DocuSign Service User Guide. Table of Contents Using Sign a Document Now... 2 For More Information... 5

2 2 Using Sign a Document Now Use the following procedure to sign and save a document. 1. Save the document(s) you want to sign. You can save the document to your local computer or to an online location. Log on to your DocuSign account. 2. On the Home tab, click Sign a Document Now. 3. Select the source of the document(s) you want to sign: To upload documents from your computer: click Browse from my Computer, the File Upload dialog box is displayed. Locate the file on your computer or network and click Open. The document is added to the document list and a thumbnail image of the document is added to the section. DocuSign converts documents to PDF file format, but you can upload documents in any the following file formats: Microsoft Word 2003, 2007, 2010 Microsoft Excel 2003, 2007, 2010 Microsoft PowerPoint 2003, 2007, 2010 Text files (.txt) Rich Text Format (.rtf) Image file formats (.png,.jpg,.gif and.tif) Portable Document Format (.pdf) files To upload an external document: click Choose an Online Document, the Add a Document dialog box is displayed. Select the location of the online document you want to upload on the left side of the dialog box. Select the document and then click Add. The document is added to the document list and a thumbnail image of the document is added to the section.

3 3 Note: If you want to select a document from an external source, such as Box.Net or GoogleDocs, you might need to log on to the external document source. 4. Repeat Step 3 to add another document to the list. 5. Click Sign to beginning signing the document(s). The first page of the document you are signing is shown in the window. There are several controls available for your use. Zoom control Signing menu Document map The right side of the window has a document map showing the number of pages in the envelope. You can click on a page to jump to that page. Also on the right side of the window, is the + button to access the signing menu, which is used to add tags to your documents. The Finish button, which appears after you have added tags to the document, is used to complete signing.

4 4 On the left side of the window, there is a control to select the zoom level on the current page. Also, adjacent to the zoom control, are buttons to download the document as a PDF file and print the document. The signing menu is used to add signatures, initials, and other information to the document. To add a signature, initial or other information to a document; click the + button to show the menu, select the appropriate tag (Signature, Initial, My Name, My First Name, My Last Name, My Address, Date Signed, Text, or Checkbox) from the menu and then click the appropriate location in the document to place the tag. The My Name, My Last Name, My First Name and My Address tags use pre-filled recipient information. The Date Signed tag uses the current date. In cases where you need to add other text into the document, click and place a Text box to the document. After placing the Text box, type the information directly into the box. The Checkbox places a checked box on the document. You can reposition a tag by clicking on the tag to select it and then dragging is to a new location. You can resize a tag by clicking on it to select it and then dragging one of the gray dots to change the size. You can remove a tag from the document by clicking on the delete icon ( ) on the tag. 6. After you have placed all the tags in the document, click Finish to complete signing. They system asks you if are finished signing. Click Yes to continue or click No to return to the signing page. After clicking Yes, the Sign and Return dialog is displayed.

5 5 Type the name and address for the person that should receive the signed document(s). Click +Add Recipient to add another address. Type an Subject and Message for the recipients. Click Send and Close. The document is saved in your Envelopes Inbox and DocuSign sends an message to all the listed recipients using the subject and message. The document is presented to the recipients either by a link the recipients click to view in DocuSign or as an attached PDF. Check with your account administrator to determine the setting for your account. After sending, you are returned to the Home tab. If you do not want to the document(s), do not add any recipients and click Send and Close. The document is saved in your Envelopes Inbox. You are returned to the Home tab. For More Information For more information about additional DocuSign features, go to the DocuSign Support Site.

6 6 Copyright, Trademark and Patent Information Copyright DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents refer to the DocuSign Intellectual Property page ( on the DocuSign website. All other trademarks and registered trademarks are the property of their respective holders. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of DocuSign, Inc. Under the law, reproducing includes translating into another language or format. Every effort has been made to ensure that the information in this manual is accurate. DocuSign, Inc. is not responsible for printing or clerical errors. Information in this document is subject to change without notice. Version: DocuSign Release (May 2014) If you have any comments or feedback on our documentation, please send them to us at: Summary of changes for this version: Updated information about how a copy of the document is provided to recipients.