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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
- Can I use DocuSign for personal use?
**Ask Chris (remove, but add to-do list)
- What mobile devices can be used?
DocuSign can be used from the following mobile devices, with the proper app installed: iPad, iPhone, Android and Windows. 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.
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 allow DocuSign to send documents stored in Dropbox or Google Drive?
See: Give DocuSign Access to Your Cloud Storage
- 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 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?
Note see https://www.docusign.com/DocuSignHelp/DocuSignHelp.htm#Manage%20Your%20Identity.htm%3FTocPath%3DPreferences|Manage%2520Your%2520Identity|_____0
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?
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.
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?
- To Download: The Secure File Download dialog box opens.To download your documents. Click Download. The Secure File Download dialog box opens.
- 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 Print at the top of the Signing Screen.
- 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
- 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
