MIT DocuSign Frequently Asked Questions (FAQ)

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Overview

DocuSign is a company that provides electronic signature technology for signing of contracts and signed documents.
IS&T has recently completed licensing DocuSign for Business service for use by MIT faculty, staff, students and affiliates.

DocuSign, users will be able to send, sign, track and store documents. All documents will be stored in DocuSign's cloud to track and provide an audit trail of signatures.

DocuSign supports many document types such as Microsoft Word, Excel and PDF. Also, DocuSign can integrate with tools and business systems such as Dropbox, Google Drive, OneDrive and Salesforce.

For more information about DocuSign, please see DocuSign Overview.

For general DocuSign support, please contact the IS&T Service Desk for assistance.

Getting Started with DocuSign

How can I begin to use DocuSign?

For instructions on how to set up your DocuSign account, see: How can I begin to use DocuSign?

How do I log into DocuSign?

MIT users should access DocuSign at http://docusign.mit.edu.
DocuSign is Touchstone-enabled. Once you have set up your account, you will be able to log in using an MIT personal certificate or kerberos username and password.

What mobile devices can be used?

DocuSign can be used from an iPad, iPhone, Android, Windows 8 and Windows phone if you have the DocuSign app installed.
Please see Mobile Downloads for DocuSign.

Is there a video I can watch for an overview of DocuSign?

To understand and watch how DocuSign works, please see How DocuSign Works.

New DocuSign Experience

Classic DocuSign Experience

Sending a Document in DocuSign

How do I send a new document?

To learn how to upload and send a document, see How do I send a DocuSign document.

How do I create a template?

Creating templates in DocuSign can be done through the Manage tab and then clicking the arrow on the Create button to select template.

A template allows you to create a standard document where recipient roles, signing information and commonly used fields can be set.
Templates are helpful if you frequently send the same or similar documents.

See DocuSign Quick Guide for Templates or watch video about creating Templates.

How do I add who needs to sign?

See: Sending Documents and How to add recipients.

How do I modify my profile?

To change your signature, email notification preferences and other settings, see Basic Account Preferences.

Signing a Document in DocuSign

How do I sign a document?

When someone sends you a document for your electronic signature, you first receive an email from DocuSign sent on behalf of the sender.

For instructions on how to sign the document see How Do I Sign a DocuSign Document.

Note: The first time you sign a DocuSign document the process is slightly different from your subsequent signatures.
If you're signing for the first time, click on the "(NEW)" links for the correct instructions.
For instructions for subsequent signings, choose the links labeled "(PREVIOUS)".

How do I know who signed?

Use Dashboards in DocuSign to check the status of signatures and envelopes.
For more information on how to use your dashboard to check statuses or run reports, please watch video about Using Dashboards.

Can I login to sign a document from an email link?

No. You will need to go to docusign.mit.edu to use the single sign-on feature to login to DocuSign and then check your inbox.

Managing Documents in DocuSign

How do I view my document?

The Manage tab allows you to view your envelopes and documents.
Under the Envelopes section you can view envelopes that are in your "Inbox," "Sent," "Draft," and "Deleted" folder.
Also, under the Search Folders section you can view documents that are "Waiting my Signature," "Expiring Soon," "Out for Signature," and "Completed."
Just click the Document button to display the document.

How to check document status?

Use the Manage tab in DocuSign to check document status.
Also, you can check the status by using the Search Envelopes feature, which is located in the upper right-hand corner.
To learn more about the document statuses, see What do the different document statuses mean.

How do I download or print a document?

You can view documents directly in DocuSign or you can download the PDF file for viewing, sharing and printing.

From the Manage section in DocuSign, locate the document that you want to download or print.
Then click the document to view it.

To download your document: click the Download icon and select options of Combined Document or Archive of all Documents.
To print your document: click the Print icon.

(Note: When you download or print a PDF from DocuSign, it presents the current state of your document. Only completed documents show the signing information.)

Download Options:

Combined Document: Click this option to open a PDF file version of your documents. You can view and save the PDF from the window.
Archive of all Documents: Click this option to save all of your documents as a zip file. Follow the download instructions for your browser.

Reports in DocuSign

What are the reports in DocuSign?

DocuSign's reporting provides an easy way for users and account administrators to see information about their account.
Reports can be found in the Reports section in DocuSign.

To learn more about the available reports, see DocuSign's reports .

Have Questions or Still Need Help?

• Contact the IS&T Service Desk for assistance
• DocuSign's FAQs
• DocuSign's Support Documentation and Videos for Classic and New Experience

Documentation for Developers

• DocuSign's API Services and Documenation