Keith.

Senders and Signers Can Benefit from DocuSign in 5 Awesome Ways

Keith Krach
August 26, 2016
DocuSign

Whether you’re sending a document for signatures or you’re completing an agreement or contract with your own signature, DocuSign makes the experience efficient and seamless. This is why over 85 million individual users choose DocuSign when selecting an electronic signature provider. They know that the difference between DocuSign and its competitors is in the details.

Signers and senders alike will enjoy the many valuable features that DocuSign provides to give users with best possible digital transaction experience. The following are only a few of the numerous features available:

1. Customizable presence on the DocuSign platform

Users who maintain a DocuSign account can leverage several customizable elements on the Digital Transaction Management platform in order to add a personal touch to digital business proceedings. For example, people can add a profile picture, which accompanies their signature on any transactions conducted using DocuSign. Additionally, rather than use the preset fonts the platform provides, signers can choose to digitally write a signature or upload a pre-existing photo of a handwritten signature to include within the document. Users can also make the DocuSign experience feel more personalized by choosing to leave a message for signers to see upon first opening a digital envelope.

2. Auto-navigation for easier explanation and understanding

The use of electronic signature technology allows professionals to conduct business online, thus eliminating the need for involved parties to be in the same room when a contract or agreement is finalized. However, this distance can also complicate the process of guiding a signer through a document or make it more difficult to communicate where and how a signer should place his or her signature and initials.

DocuSign’s auto navigation feature allows senders to create a process that automatically guides signers through the document, indicating what information is required in designated areas. Senders have seven different ways to set up prompts throughout a document, from requiring the signer to only mark blank fields to a “page only” setup that encourages signers to walk through the entire document page-by-page, rather than prompting them to sign blank fields quickly.

3. Send documents to groups for signing without any hassle

Sometimes, a sender might want to send a document to a group, but the sender doesn’t know which member of the group will eventually sign the document. This is problematic because the traditional DocuSign experience requires that all signature tabs placed within a document be designated for the signature of a specific recipient in order to be authenticated.

Luckily, DocuSign accommodates for this conundrum with the DocuSign Any Signer feature. Using Any Signer, DocuSign senders can e-mail groups of signers and allow all involved parties to sign the document anywhere, in any order. Data is collected and retained within the envelope history as each recipient receives, opens, and eSigns the document, with the data linked directly to the signer’s e-mail.

4. Enhanced authentication security to keep sender and signer data safe

Personal data demands protection, and DocuSign provides its customers with enhanced security options in order to keep sensitive information secure. One of the ways that both senders and signers can directly use the benefits of DocuSign’s advanced commitment to security is through several authentication options used to verify the identity of anyone attempting to open a digital envelope. This higher measure of security is a benefit to all involved parties, because everyone benefits from keeping data safe.

The standard authentication method for a DocuSign document is to grant access to the signers who receive the envelope via e-mail. However, senders can enhance the security of documents by adding access code authentication. Other additional authentication methods include SMS, phone call, and ID check.

Senders can designate different authentication settings for each individual signer. If a signer fails to enter an access code provided through one of the aforementioned authentication methods, DocuSign will notify the sender of the incident, and the sender will have to resend the document.

Easy review and organization of DocuSigned documents

Whether a document was DocuSigned yesterday or over a year ago, senders and signers can access previously signed documents through the firm’s Digital Transaction Management platform. Individuals who maintain a DocuSign account are even able to organize all documents they have sent or signed through a folder function.

Users can add and rename folders with the click of a button, thereby allowing users to sort envelopes any way they want. All previously signed or sent documents exist under the “Manage” tab of a user’s DocuSign account. Signers who elected not to sign up for a DocuSign account when signing a document are still able to access documents previously signed through the “Completed” e-mail received after a document is signed by all involved parties.

Keith Krach

Keith Krach is Chairman of DocuSign, The Global Standard for Digital Transaction Management.