Workflow decisions (read this before sending)

In order to best utilize DocuSign, you should document your current workflow and then think through how to transition it to DocuSign most efficiently. Consider, for example, that the routing from sender to signer 1 to signer 2, and so on, is automated with DocuSign but most likely occurs manually in your current process.

Creating a template

Sending

Learn more here about how to get started with sending a single document to be signed.  

Types of recipients

There are seven different types of recipient actions that you can use when setting up a workflow.  The most common are Sign and Receive a copy. 

1. Sign - Sign, initial or input any other data onto the document itself
   • Requires action for routing to move forward
   • Ability to enter data and/or sign
2. Sign in person - Create a tablet signing session: The sender acts as the "signing host" and the signer is placed in the "signer name" slot.
   • Requires action for routing to move forward
   • Ability to enter data and/or sign
3. Receive a copy - Receive a copy of the envelope, for viewing only
4. Manage envelope - Fill in name/email for subsequent recipient(s); can also make any changes to envelope, including adding or deleting from routing, documents or tags. Note that this recipient cannot correct changes after they have been submitted.
   • Requires action for routing to move forward
   • Ability to add or remove recipients or modify document or workflow 
   • Able to fill in name and email for a signer later in the routing order and can leave a note
   • The recipient must have an active sender account 
5. Manage recipients - Fill in name and email for subsequent recipients; can also void envelope or correct recipient names or emails until those recipients have taken action.
   • Required action for routing to move forward 
   • Ability to fill in name and email for a signer later in the routing order and can leave note
6. Address recipients - Fill in name and email for subsequent recipients; can also void envelope but cannot correct recipient information once sent.
   • Requires action for routing to move forward 
   • Ability to fill in name and email for a signer later in the routing order and can leave a note
7. Acknowledge receipt - Receive a copy of the envelope, for viewing only.
   • Requires action for routing to move forward

Sending a free-form vs. a tagged document

When preparing a document to send, you can decide whether or not to designate where the signer(s) will place their signature, initials, name, date signed and/or any other data.

(1) To use free-form signing, you must not set up tags for any of your recipients. Click Send Now from the Sending screen.	(2) Then select Send Anyway when the pop-up appears and cautions you that there are no tags.

 

(1) To send a tagged document, click Next from the sending screen.	(2) Then drag and drop the relevant tags to where you want them on the document. When finished, click Send.