In just a few simple steps, DocuSign users are able to complete a wide variety of digital transactions—from signing off on taxes before an accountant submits them, to finalizing an agreement between their company and a new business partner. Well over half of documents submitted through the DocuSign Global Trust Network are completed within an hour, and the network gains more than 85,000 new users each day.
DocuSign is simple to use and customer support is easy to find, but it’s always useful to know a few helpful hints to enhance the digital transaction process. Listed below are seven tips and tricks for optimizing your DocuSign experience.
1. Edit your account preferences easily.
Just because the signing process is digital doesn’t mean it can’t be personal. DocuSign makes it easy for users to edit their account preferences though the DocuSign console. All you have to do is click on your profile image and select the “preferences” option to edit information within the address book, update a signature, change emails and passwords, or create and share custom tags, among many other options.
2. Send a reminder to forgetful signers.
When envelopes are sent out but remain incomplete after a certain period of time, DocuSign users have a helpful tool at their disposal. The reminder feature lets users resend out the original email with the unsigned envelope to only those recipients who have yet to give a signature, preventing those who have already signed from receiving an unnecessary reminder. In addition, the sender can arrange for a reminder to automatically be sent out to recipients within a predetermined number of days. Also encouraging recipients to sign is the expiration feature, which automatically voids your document envelope after a date of your choosing.
3. Add a picture and custom signature to personalize the signing experience.
Digital transactions eliminate the need for in-person meetings to complete forms, agreements, and contracts—even when the documents contain highly sensitive information. However, just because you don’t need to meet in person doesn’t mean that you can’t make completing DocuSign transactions as personal as possible. To do this, users can upload a photo of themselves under the “My DocuSign ID” link on the home dashboard, or even upload a picture of their personal signature to be used on all DocuSign documents instead of selecting one of the platform’s pre-defined styles. Users can even draw their own digital signature for DocuSign using a computer mouse.
4. Let DocuSign know when you want signing notifications.
To help users stay updated about the status of an envelope, DocuSign can send out alerts for specific actions recipients must take. The alerts are sent via email, and users can indicate alert preferences as a sender and as a signer. As a sender, you can receive alerts when a signer has viewed your document, rejected your document, signed your document, and when an envelope is complete. Signers can choose to be notified under many different circumstances as well, including when an envelope arrives for signing, when an additional recipient has withdrawn his or her willingness to sign, or when another signer makes changes to a document.
5. Use advanced authentication options to enhance security.
Individuals who rely on DocuSign to conduct transactions that include highly sensitive information will find that the platform offers multiple options to meet even the most stringent security needs. Along with the ability to use digital signatures, DocuSign also allows document senders to set authentication prompts for envelope recipients. Available authentication options include access codes predetermined outside of the DocuSign platform, phone and SMS authentication, ID checks, and Live ID/Social ID checks.
6. Conveniently print out signed documents as needed.
Digital Transaction Management is convenient, but sometimes, you need a hardcopy version of a document. In those instances, DocuSign users can print out forms or contracts that have been completed and stored under the “Manage” tab in their digital dashboard. Even signers who did not register for an account when participating in a DocuSign transaction are able to print past documents through a link in the “completed” email sent to all parties when an envelope is finished. Documents still in process can also be printed, but they will only include the data, signature, or information that was added by the user who prints it.
7. Guide signers through the DocuSign process with auto-navigation.
Some DocuSign users need envelope recipients to read the fine print, while others just need a signature. Luckily, the auto-navigation feature on the DocuSign platform allows users to control how recipients should review and sign the document. Auto-navigation allows for seven different kinds of guided signing, including prompting only within required fields, prompting within all fields, and a page-only feature, which requires the recipient to read the document more thoroughly to identify where a signature is needed.