How do I use DocuSign for Signing and Sending Documents?

*Please note: Access to DocuSign training and additional information can be found on UNCW's DocuSign Sharepoint page. 

1. When you sign into DocuSign, you will need to create your signature.
    
2. On the DocuSign home screen, there is an area on the far right side named "My DocuSign ID." 
   
   
    
3. Click on "Create Your Signature" to create your own e-signature. 
    

   TECH TIP: Selecting "Edit" will allow you to edit your "Personal Information." 

   
   
    
4. After you have created your signature, you will be able to sign documents from any device.
    
5. You will receive email notifications when someone has sent you a document to sign. You can decide if you want to sign it immediately, review the document or save it for later.
    
6. Please know that all documents you upload, sign or receive will be saved within your DocuSign account. 

*Please note: Users must request access to DocuSign before they can create and send envelopes. To request access, please submit the DocuSign Access Request service request and follow the instructions in the "Getting Started" section.

Please use the instructions below, after you have received access to sending, to learn how to create and send envelopes. 

1. To send an envelope, navigate to your DocuSign homepage. In the top left corner there will be an orange button named "NEW." Click on the button and then select "Send an Envelope" from the drop-down menu. 
   
   
    
2. After you select "Send an Envelope," you need to upload documents. You can choose from "Upload," "Use a Template" or "Get from Cloud." 
   
   
    
3. Once your documents have been uploaded, you can add recipients by checking the box named "Set Signing Order." 
   
   
    
4. After you have added the recipient(s), you can select an action for the recipient by clicking "Needs to Sign." 
   
   
    
5. After the actions have been selected, click "Send Now" at the bottom of the page to send the envelope to your recipient(s). 

If you need further assistance, please submit a service request or CHAT with TAC.