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Steps to follow Click on the Request for Signature email link to view the document. Click on Review Document.  Click checkbox if you don’t want to see the pop-up in the future.  Review the document. Click on the yellow Sign Here tab to sign.

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What you need to know Should I tag the signature fields so the signer knows where to sign? It depends on your situation. It's important for people to actually know what they're signing. Many just click through documents and sign without reading. If you’re concerned that the person who will be receiving the file might not even glance at the document itself, then don’t tag it. Let the signer find out where to sign and drag his or her signature to that location on the page.

Your DocuSign template: what you need to know Creating a template in DocuSign can simplify your communications if you will be sending the same document – or even variations of the same document – repeatedly and with a similar workflow. But creating this simplicity tool and keeping the creation process simple are two different things. The information below is designed to smooth your path to a DocuSign template that meets your business needs.

Is there a maximum file size or a maximum number of recipients for an envelope? The maximum total file size for an envelope is 25MB.  There is no maximum number of recipients for an envelope.   How come I cannot see a document that was sent to me when I log into DocuSign via MyAccess?

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Follow these steps When you receive a document to be signed, the email notification only shows the name of the initial sender.  If, for example, you are number 3 out of 6 in the routing order, the name of the sender in the email notification is the initial sender, not the person who was number 2 in the routing order.  To view the full routing status, you must log into DocuSign when you are done signing; a window will appear saying, You have completed your documents. 

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What you need to know The following are helpful tutorials on the basic functionality you will encounter as a recipient of a DocuSign envelope: Creating a signature Signing Free-form signing vs. tagged signing Editing (markup) Tracking

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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.

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