DocuSign User Manual

Contents
Switching a Free Trial to a Free Account....................................................................................................... 2
Creating a new Free Account ........................................................................................................................ 2
Log in to a Paid Account................................................................................................................................ 2
Start a New Envelope .................................................................................................................................... 3
Start an Envelope from DocuSign ............................................................................................................. 3
Start an Envelope from SharePoint........................................................................................................... 3
Send an Envelope for Signature .................................................................................................................... 4
Add Documents, Recipients, and a Message to an Envelope ................................................................... 4
Add Signature Fields or Other Fields to Documents ................................................................................. 5
Preview and Send...................................................................................................................................... 5
Sign a Document ........................................................................................................................................... 6
Sign an Envelope that was Sent to You ..................................................................................................... 6
Sign Your Own Document ......................................................................................................................... 6
Manage Your Sent & Received Envelopes .................................................................................................... 8
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Switching a Free Trial to a Free Account

If you have already created an account as a Free Trial, you can switch it to a Free Account. Switching it to
a Free Account will let you keep your existing documents and continue to sign documents for free. It will
never ask you to pay or upgrade. To switch from a Free Trial to a Free Account:

1. Log In to your Free Trial account.

2. Select the Admin tab from the toolbar at the top.
3. Select the Plan and Billing tab from the menu on the left.
4. Select Close Account in the middle of the page.
5. Select Move to Free button.
6. Follow the remaining prompts to move to a free account.

Creating a new Free Account

If you don’t already have a free trial, you create a new Free Account that will never ask you to upgrade.
To create this new account:

1. Open the Free DocuSign Account Setup Page.

2. Fill in the requested information.
3. Select Get Started.

Log in to a Paid Account

If you have requested a paid DocuSign account from TCC IT, you must
use your Company Login to log in to the account. To log in to a paid
account:

1. Navigate to the DocuSign Login Page.

2. Enter your TCC email in the Email Address box.
3. Select the Continue button.
4. Select the Use Company Login button near the bottom of the
page. Do NOT select the Log In button.
5. This will take you to TCC’s standard login page. Finish logging
in to your TCC account as you normally would. Once you have
logged in, it will redirect you back to DocuSign.
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Start a New Envelope

Envelopes let you send one or more documents to one or more people for signature. Only people with
Paid Accounts can start and send envelopes.

Start an Envelope from DocuSign

1. Log In to your Paid DocuSign Account using the instructions above.

2. On the Home or Manage tab, select the New button and then Send an Envelope.

Start an Envelope from SharePoint

Starting an envelope from SharePoint lets you send documents you already have on SharePoint for
signature. The signed document will be automatically uploaded to SharePoint in the place that the
original documents are stored.

1. Open the SharePoint Library that contains the document(s) you need to send for signature.
2. Select the document(s) you want to send for signature.
3. Select DocuSign from the toolbar at the top of the page.
4. Select Get Signatures.
5. If it prompts you to login, click Login. Then, in the window that pops up, select Return to
DocuSign for SharePoint.

Once you have started a new Envelope, use the instructions below to send it for signature.
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Send an Envelope for Signature

Whether you started your envelope directly from DocuSign or from within SharePoint, it will take you to
the send envelope page. Take the following steps to send your envelope for signature

Add Documents, Recipients, and a Message to an Envelope

1. In the Add Documents to the Envelope section, select Upload to add a document. You can
upload multiple documents. If you started your Envelope from SharePoint, the documents you
selected will already be uploaded but you can add more. All the envelope’s documents will be
merged into one PDF.
2. Select the More icon (three vertical dots) next to an existing document to rename or delete it.

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3. In the App Recipients to the Envelope section, Enter the Name and Email of your first recipient.
4. To add additional recipients, select the Add Recipient button at the bottom of the section.
5. Select the recipient’s role to the right of the recipient name. You can choose from these options:
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a. Needs to Sign (default): Recipient must complete the required fields assigned to them,
such as signature, initial, and date.
b. Receives a Copy: Recipient will receive a copy of the signed document once it is
completed, with no further action required.
6. By default, the Set signing order box is unchecked, and recipients all receive the document to
sign at the same time. Optionally check the box next to Set signing order if you want recipients
to receive the document one-by-one in the specified order. If you check this box, use the
numbers next to each recipient to set the recipient order.
7. Click the X next to a recipient to remove that recipient.

8. In the Message to All Recipients section, enter the Email Subject and Email Message that you
want recipients to see.
9. Click the yellow Next button at the top or bottom right of the page to move to the next page.

Add Signature Fields or Other Fields to Documents 14 15

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10. In the recipient dropdown at the top left of the page, select the recipient to add fields for. The
fields you add apply only to the selected recipient and are color-coded to match the recipient's
color. You can only add fields for the recipients you designated as signers.
11. In the page guide to the right, select a page the recipient needs to sign to display the page.
12. From the Fields pane on the left, click the Signature field and drag it to the place on the page
where the recipient needs to sign. Add as many different fields as needed for the selected
recipient and put them in the appropriate place on the correct page.
13. Repeat steps 10-12 for each recipient.

Preview and Send

14. Select the Recipient Preview button in the upper right to preview what recipients will see. Use
this preview to verify that you have set up your document correctly.
15. Select the Send button in the upper right to send the document for signature.
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Sign a Document
Sign an Envelope that was Sent to You
If you are designated as a signer on an envelope, you will receive an email with a link to the envelope.
Follow the instructions in the email to sign the envelope. You can also sign an envelope from your
Manage window. See the Manage Your Sent & Received Envelopes section for more information.

Sign Your Own Document

If you just need to add your signature to a document, you can do this with either a Free or Paid Account.
To sign your own document:

1. Log In to your Free or Paid DocuSign Account.

2. On the Home or Manage tab, select the Start Now button if you have a Free Account. Select the
New button and then Sign a Document if you have a Paid Account.

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3. Use the Upload button to add as many documents as you need to sign. The documents will be
merged into one PDF file after you sign. This screen will look a little different if you have a Paid
Account, but you should still use the Upload button to add documents.
4. If using a Free Account, check the box next to I’m the only signer.
5. Select the Sign button.
6. Select Continue at the top of the window to begin signing your document.
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7. Use the Fields menu to drag your Signature and any other fields you want onto your document.
8. Once you've placed and filled in all your fields, select the Finish button in the upper right.
9. It will then ask if you want to send a copy of your signed document to anyone you would like.
Select the No Thanks button at the button of the window if you want to skip this step. If you do
want to send the signed document to others, take the following steps:
a. Enter the recipient's name and email address in the fields provided.
b. To add more recipients, select the Add Recipient button.
c. Complete the email subject and message fields as desired.
d. Select Send and Close.
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Manage Your Sent & Received Envelopes

1. Log in to your Free or Paid DocuSign account.

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2. Select the Manage tab from the toolbar at the top.

3. Use the Envelopes pane to the left of the page to navigate to your different folders:
a. Inbox: Contains envelopes you have received to sign.
b. Sent: Contains envelopes you have sent for signature.
c. Drafts: Contains envelopes you have started but not yet sent/signed.
4. View the Subject and Status of envelopes from the envelope list.
5. If the envelope’s status is Needs to Sign, it is actively waiting on your signature. Use the blue
Sign button to the right of the envelope to sign in.
6. Click on an envelope to view more details, download, or correct the envelope. Clicking on an
envelope will take you to the following window:

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7. View the Recipients list to see who has signed the envelope and who it is still waiting on.
8. Select the Download icon to the right to download the envelope to your computer.
9. Use the buttons to the left to take one of the following actions:
a. Sign: If the envelope is waiting on your signature, select the Sign button to sign it.
b. Correct: If you sent the envelope for signature, select the Correct button to make
changes to the document and resend it to recipients. You will only see the Correct
button if you sent the document for signature and it is not yet complete. Selecting the
Correct button will take you to the Send an Envelope window where you can make the
necessary changes and resend.