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Contents
Key Terms ......................................................................................................................................................4
Roles & Permission Sets .................................................................................................................................4
Accessing DocuSign ........................................................................................................................................5
Activating Your Account .........................................................................................................................................5
Logging In................................................................................................................................................................5
Forgotten Password ...............................................................................................................................................5
DocuSign Homepage ......................................................................................................................................5
Top Menu ...............................................................................................................................................................6
Account Settings Dropdown ...................................................................................................................................6
Personalized Settings Quick Access ........................................................................................................................7
Envelope Overview .................................................................................................................................................7
Start Button ............................................................................................................................................................7
Getting Started: My Preferences ....................................................................................................................7
Add, Edit, or Delete a Signature .............................................................................................................................7
Change Notification Settings ..................................................................................................................................7
Add Contacts to Your Address Book .......................................................................................................................7
Sending an Envelope ......................................................................................................................................8
Upload a Document ................................................................................................................................................8
File Size Limitations ................................................................................................................................................8
Supported Document Types ...................................................................................................................................8
Add Recipients to the Envelope .............................................................................................................................8
Set Signing Order ....................................................................................................................................................9
Remove a Recipient ................................................................................................................................................9
Edit Subject Line and Message to All Recipients ................................................................................................. 10
Advanced Options: Recipient Privileges, Reminders, and Expiration ................................................................. 10
Go to Tag Assignment Page ................................................................................................................................. 10
Add Tags to a Document ..................................................................................................................................... 12
Resize Tags ........................................................................................................................................................... 12
Assign Tags to a Signer ........................................................................................................................................ 12
Required & Optional Tags.................................................................................................................................... 12
Align Tags ............................................................................................................................................................. 12
Delete Tags .......................................................................................................................................................... 12