How To Set Up DocuSign

How To Set Up DocuSign

1. Create an Account: Visit the DocuSign website and sign up for a new account.
2. Verify Your Email: Check your email for a verification link and click it to confirm your account.
3. Log In: Use your credentials to log into your DocuSign account.
4. Set Up Your Profile: Fill in your personal information and preferences in your account settings.
5. Add Payment Method: If needed, enter your payment details for any paid features.
6. Upload Documents: Click on the “New” button to upload the documents you want to sign or send.
7. Prepare Your Document: Add fields for signatures, dates, and other necessary information.
8. Send for Signature: Enter the recipient's email address and send the document for signing.
9. Track Status: Monitor the status of your document to see when it’s signed.
10. Download or Store: Once signed, download the document or save it in your DocuSign account.