On this page:
- Getting Started with DocuSign
- New DocuSign Experience
- Have Questions or Still Need Help
- Documentation for Developers
- Report Suspicious Emails
- Known Issues
- Classic DocuSign Experience
- Send a Document
- How do I send a new document?
- How do I create a template?
- How do I add who needs to sign?
- How do I modify my profile?
- Sign a Document
- How do I sign a document?
- How do I know who signed?
- Can I login to sign a document from an email link?
- Manage Documents
- How do I view my document?
- How to check document status?
- How do I download or print a document?
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 instructions on how to set up your DocuSign account, see: How can I begin to use 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.
DocuSign can be used from an iPad, iPhone, Android, Windows 8 and Windows phone.
To understand and watch how DocuSign works, please see How DocuSign Works.
Offers many improved features that enables faster sending and task completion. For more information, please visit the New DocuSign Experience Portal.
Improvements such as:
- Drag-and-drop file upload
- One-click to use a template
- Bulk-send improvements
- A diagram for better visualization of signing order (when there is more than one recipient)
- The New DocuSign Admin includes capabilities for administrators such as audit logs
- You can use Supplemental Documents to provide additional information to recipients, which does not require a signature. Examples are legal disclosures or terms and conditions.
To learn more about Supplemental Documents, please see Send Supplemental Documents.
- Contact the IS&T Service Desk for assistance
- DocuSign's FAQs
- DocuSign's Support Documentation and Videos for Classic and New Experience
Please send phishing emails to DocuSign's security team at email@example.com.
Here are some tips to help spot the difference between real and spoof DocuSign emails:
- All URLs to view or sign DocuSign documents will contain “docusign.net/” and will always start with https.
- All legitimate DocuSign envelopes include a unique security code at the bottom of notification emails. If you don't see this code, then don’t click on any links or open any attachments within the email. Forward it to firstname.lastname@example.org.
- Accepted button is appearing on the supplement document before opening it. This is happening when bulk sending to recipients supplement documents with option of Must Accept selected. Currently, this allows the recipient to accept the document without viewing it.
- This is an issue and DocuSign is aware. They don’t have a date as to when it will get fixed.
- In the meantime, you can set your supplement document as a regular document. Then add a required field at the bottom of the document, so that recipients can
acknowledge that they viewed and read it.
To learn how to upload and send a document, see How do I send a DocuSign document.
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.
To change your signature, email notification preferences and other settings, see Basic Account Preferences.
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)".
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.
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.
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.
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.
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.)
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.
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 .