Create & Send Documents for E-Signature

This guide provides step-by-step instructions on generating documents for e-signing, sending them, and reviewing and tracking their status. It covers everything from generating documents for e-signing, sending the documents for e-signing, and how to review and track the status of these documents. By following this guide, you will have a comprehensive understanding of the entire process of effectively managing your e-signature workflows.

1) Within the Deal, select "Documents & Forms" from the menu at the top of the window

2) You will now see any Documents related to the Deal you have selected

3) Click the "New" button, then select "Form"

4) Now select the form you'd like to prepare for E-Signature

5) Select or fill-in information to complete any required fields for the selected form

6) Once all the fields are completed, select the "Next" button below the fields. Here are the contents of Form you have selected, scroll to the bottom of this Form. At the bottom of this Form, click "Generate Document" to return to the Documents & Forms

7) Select the 3-dots to open up the menu for your generated Form

8) Within this menu, select "E-Sign" to proceed to the next steps

9) Confirm the details within this pop-up window, then select "Next"

10) Using the Fields on the left, set up your Document for E-Signature

Populate & place all the required fields for each party involved

Ensure that the fields you input match the appropriate party

You can set fields to Required or Read-Only based on your needs

11) Once you're satisfied, select the "Send" button (you can then close this window)

12) Return to Documents & Forms: you'll see an indicator for E-Signing on the generated Form

13) Select the "Tool" button, then select "E-Sign Requests" to track progress of Documents

14) Within this window, you can manage and review any Documents sent for E-Signing

15) Once you have hit send in DocuSign, the system automatically generates electronic emails to each of the signatories

16) The recipient can continue or open the other action dropdown and select another action including finish later, decline to sign, help and support, etc.

17) By clicking continue, you can add your signature where needed. Hit finish when you are done adding signatures.

18) When Documents are signed, their status will update, and you can Download from here