MIT DocuSign FAQs

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 the entire MIT community. With DocuSign, users will be able to send, sign, track and store documents. DocuSign supports many document types such as Microsoft Word, Excel and PDF. All documents will be stored in DocuSign's cloud to track and provide an audit trail of signatures. Also, DocuSign can integrate with tools and business systems such as Dropbox, Google Apps and Google Drive. DocuSign is also available on mobile platforms like Android phones, Apple iPhones, Apple iPads and Windows 8 devices.

**(Note: who do we anticipate as users?)

For more information about DocuSign, please see DocuSign Overview.

For general DocuSign support, please contact helpdesk@mit.edu or your local IT support provider.

Questions

Getting Started with DocuSign

• How do I request an MIT DocuSign account?
  **Ask Chris

• If I already have a DocuSign account, will I be able to use it for MIT business?
  **Ask Chris

• Can I use DocuSign for personal use?
  **Ask Chris

• What mobile devices can be used?
  Docusign can be used from the following mobile devices:
  • iPad, iPhone, Android and Windows

• Is there a video I can watch for an overview of DocuSign?
  To understand and watch how DocuSign works, please see How DocuSign Works.

Sending a Document in DocuSign

• How do I send a new document?
  Check on DocuSign web site for How do I send a DocuSign document

• How do I access a document stored in Dropbox or Google Drive?
  You can select files stored with cloud storage providers, like Google Drive or Dropbox, to send through DocuSign. The following providers are supported:Google Drive, Dropbox, Evernote, OneDrive
  To use cloud storage files, you first give DocuSign access to your cloud storage provider. You can disconnect authorized cloud storage providers at any time.
  To give DocuSign access to cloud storage do this:
  *From the Home screen, under SEND A NEW DOCUMENT, click GET FROM CLOUD. The storage provider icons appear.
  *Click the provider icon that you want to authorize. Icons in gray indicate they are not yet authorized with DocuSign.
  *Click Continue.
  *Sign in to your cloud storage provider account.
  *DocuSign is now authorized to access your cloud storage files.

• 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. For more information about templates in DocuSign, please see DocuSign Quick Guide for Templates or watch the video about creating templates in DocuSign, see support video Templates.

• How do I add who needs to sign?
  To add recipients
  From the send a document view, enter the email address and name of your first recipient.
  To set the appropriate action for the recipient, choose one of the following from the drop-down list:
  *Needs to Sign. Specifies that recipient must complete the DocuSign fields added to the document (for example, sign, initial, date, and so on)
  *Receives a Copy. Specifies that recipient receives a copy of the document, with no further action required
  *Needs to View. Specifies that recipient must view the document to complete their action.
  *To add additional recipient rows, click ADD RECIPIENT.
  To send the document to yourself, enter your own name and email address in a new recipient row, and set the appropriate action.

How do I modify my profile?

1.You can make the change in Account Preferences

2. Selecting Address in the left hand column, under  Account Administration Section

3. Entering your New Company Name

4. Then Save

Signing a Document in DocuSign

• How do I sign a document?
  When someone sends you a DocuSign document for your electronic signature, you first receive an email from DocuSign sent on behalf of the sender.
  1. Open the email and review the message from the sender. Click REVIEW DOCUMENT to begin the signing process.
  2. Review the consumer disclosure, and select the checkbox I agree to use Electronic Records and Signatures. Click CONTINUE to begin the signing process.
  3. Click the START tag on the left to begin the signing process. You are taken to the first tag requiring your action
  4. Click the SIGN tag. You are asked to Adopt Your Signature.
  5. Verify that your name and initials are correct. If not, change them as needed.
  6. Do one of the following:
  *Accept the default signature and initial style, and go to the next step.
  *Click Change Style, and select a different signature option.
  *Click Draw. Draw your signature/initials using a mouse, or your finger or a stylus on a touchscreen.
  7. Click ADOPT AND SIGN to adopt and save your signature information and return to the document.
  8. When you finish clicking all signature tags in the document, confirm signing by clicking FINISH.
  A message appears stating that you have completed your document. You can now download a PDF copy or print a copy of the document. The sender receives an email with the signed document attached, and the signed document appears in their DocuSign account.

• How do I know who signed?
  **ROBIN-add info.

Managing Documents in DocuSign

• How do I view my document?
  Log into Docsign
  Under the Envelopes, you have options for "Inbox", "Sent", "Draft", and "Deleted".
  Under the Search Folders, you have a list that shows the documents "Waiting my signature", "Expiring Soon", "Out for Signature", and "Completed".
  Click to display the document.

• How to check document status?
  Log into Docsign and go to Manage
  On upper right area, there is a search box.
  Click the search box and bring all the search options.

• How do I download a signed document?
  **APRIL-add info.

• How do I print a unsigned/signed document?

Printing the document before signing

The sender controls the option to include the Completed Documents as PDF's but you should be able to download and  print your documents while the envelope is in process and after it is completed. 

When you view your document's, you should be able to select Download or Print at the top of the Signing Screen. 

1. If you select Print: A PDF version of the completed documents appears and you can now print the documents by moving your mouse to the bottom right of the screen. A toolbar will appear and  you can print by selecting the printer icon 
2.  
3. f you select Download. The Secure File Download dialog box opens.To download your documents. Click Download. The Secure File Download dialog box opens.

What reports are available?

• The DocuSign reporting feature provides an easy way for DocuSign users and account administrators to see information about their account.
  Check the available reports on DocuSign's reports

Support Videos

• DocuSign's Support Videos

Documentation for Developers

• DocuSign's API Services and Documenation