Docusign

Sign Documents How do I sign a Docusign document?Learn how to sign a Docusign document after receiving an email requesting your signature. FAQ: Docusign signingAnswers to common questions like how to correct an envelope, how to contact a sender, and how to download documents. Use a Security Code to access Docusign documentsAccess documents with the 33-digit security code provided. Sign and Return a Document with the Docusign Mobile App for iOS (iPad, iPhone, iPod Touch)Learn how to sign and return a document from your iPad, iPhone, or iPod Touch, follow these steps. Sign and Return a Document with the Docusign Mobile App for AndroidFollow these steps to learn how to sign and return a document using the Docusign Mobile App for Android devices. Troubleshoot common signing issuesRead this article to learn how to resolve several common issues a signer can run into while signing a Docusign envelope. Docusign FAQ for Generative AI Agreement SummaryDocusign is introducing generative AI summarization technology to help you review your completed agreements. Docusign for Outlook: Why are my options grayed out in the Docusign for Outlook integration?If your options are grayed out in the Docusign for Outlook integration, use this article to help troubleshoot. Error: Envelope or Account Activation Not FoundExplanation and troubleshooting for "Envelope or Account Activation Not Found" errors. Saved Payment MethodsSaved Payments Method allows senders to save their signers payment method to their payment gateway for future charges, enabling recurring payments and future one-... Docusign Apps Launcher: Why am I unable to see values for the merge fields?For customers using Docusign eSignature for Salesforce with the Docusign Apps Launcher managed package, the values for the merge fields do not appear on the Add F... How to disable location tracking during signing?Learn how to disable Recipients from being prompted to allow their browser to share/track their location. Troubleshooting and HelpTroubleshooting and help for the most common issues Docusign customers encounter with eSignature, administration, account and billing, and more. Read the helpful ... How do I auto-navigate an envelope?Help your signers navigate more purposefully through Documents by setting Auto-Navigation settings. Why does Docusign request

My location information when signing a document?Sharing your location information is a browser related setting that is not mandatory. Docusign does not require that signers share their location information in o... Why am I not getting Docusign SMS texts?Follow these steps to troubleshoot why you may not be getting Docusign SMS texts on your mobile device. Sending and Signing with eHankoRead this article to learn more about signing and sending with Docusign eHanko. Payments: Envelope won’t load for SignerLearn how to identify and troubleshoot issues where a Docusign envelope with a Payments field does not load for the signer. I see the error, "recipient must have an active account"Learn what to do if you see the error "cannot connect to server" or "recipient must have an active account" while trying to access a Docusign document from a link... What do I do if Docusign misreads my ID?Learn what you can do if Docusign misreads an ID during Identity Verification and someone is unable to sign. FAQ: Email link expirationRead this article to learn the answers to frequently asked questions about Docusign email link expiration. Express Service Announcement: Enhanced Express Capabilities Under a new Core Signing EngineThe Express signatures feature will be replaced by the Core Signing Engine which is a new digital signing service which will enhance the current express signing e... Locate an envelope access code to signDoes your document require an access code? Read this article to learn how to find it. Emails received on envelopes that have been signed | Docusign eSignatureEmail reminders continue for envelopes that were signed and completed. When an envelope is signed on a mobile device, if the cookies settings are not set to allow... Locate a Docusign envelope IDRead this article to learn where to find a Docusign envelope ID number. What is the difference between "Send with Docusign" and "Sign with Docusign"?Send with Docusign is used when you want to send a document to gather signatures or information FROM someone. You, as the sender, can also be a signer on document... How do I sign a document using a non-default browser?Right-click

It’s relatively common these days to be asked to sign important documents digitally via DocuSign. Can you use DocuSign for free?QUICK ANSWERYes, as long as you're only signing a document you've received from someone else, such as a PDF or Word file. If you want to make more extensive use of DocuSign, such as sending a document to someone else for signature, you'll need to upgrade to a paid plan.JUMP TO KEY SECTIONSDoes DocuSign have a free plan?How to use DocuSign for freeDoes DocuSign have a free plan?Yes, of sorts. If someone sends you a document to sign, like a PDF or Microsoft Word file, you can use DocuSign to add your signature(s) and send the completed document back. If they used DocuSign to send the document, you may see pre-marked fields to fill out. Otherwise, you can add your own.Anything more elaborate — including using DocuSign to request signatures — involves upgrading to one of the company’s paid plans.How to use DocuSign for freeOnce you’ve got a document you need to sign, follow these steps:Create a free DocuSign account. The company has apps for Android and iOS, or else you can use the company’s website.Import/upload the document. On mobile, you’ll be provided with a multitude of source options, including scanning photos.If asked, choose I’m the only signer.If you weren’t sent the document via DocuSign, you’ll need to overlay your own signing fields that match existing ones. Drag-and-drop necessary field names into place.Once fields are locked in, select each one to make sure they’re signed.Send the finished document. Recipients will get an email link, and the document can be downloaded later as needed.

Electronic signatures have become widely accepted in the business world, and countless organizations are switching to paperless processes driven by the growth of online document management solutions.DocuSign is a fast and reliable tool for electronically signing documents and agreements, and with the Pipedrive integration, you can request signatures, get envelope status updates and manage documents in one place.Setting up the integrationGo to Tools and apps > Integrations > DocuSign and click on “Connect now.” You’ll be redirected to the Pipedrive Marketplace. From there, click on “Install now.” A new window will open and prompt you to allow DocuSign to connect with Pipedrive. Choose the Pipedrive account you would like to connect with and click “Allow and Install.“You’ll be redirected to DocuSign, where you must allow access to the Pipedrive integration.Then you’ll be directed back to the DocuSign settings in your Pipedrive account.Configuring DocusignTo create envelopes and receive status updates in Pipedrive, you must first configure DocuSign. To do this, head to DocuSign, go to settings > updates, and then check the send individual messages status.If it’s active, you can’t create envelopes or receive status updates from Pipedrive until you click “deactivate” on the right to switch the status to inactive. Once it’s inactive, you can create envelopes and receive status updates from Pipedrive using the integration.Note: Only a Docusign admin user can change this status. If your status is set to inactive but the integration is not functioning as expected, please open a support case with Docusign or contact our support team. Creating DocuSign envelopesWhere to create your envelopesThere are three places you can create a DocuSign envelope in Pipedrive: Using Smart Docs, click “Share”> “Create a DocuSign envelope.” In the detail view of a deal or contact, click the “...” next to a linked document, then select “Create a

If you’re in the habit of sending or receiving digital documents, you may look for ways to incorporate higher credibility and authenticity during such exchanges.For this reason, tools like DocuSign and DocuSign alternatives enjoy great popularity as they can transform a single sheet of paper into a legally binding document with electronic signatures from all parties involved.Plus, digital signature solutions save time, effort, and resources. Imagine if you had to download the document, print it, sign it in ink, scan it, and send it back—that’s four steps too many. However, it may not work for you if you’re looking for DocuSign alternatives. Sure, it allows users to e-sign documents, generate digital audit trails, create reusable templates, add custom branding, and more. However, it lacks advanced document editing and bulk forms while restricting usage through envelope limits.Not to mention, changing signers or their roles and envelope transfers within the DocuSign environment are unnecessarily complicated.Moreover, DocuSign fails to offer the desired level of customer support for its steep price point. Fortunately, here are ten alternatives to DocuSign to make your document-signing process easier!What Should You Look for in DocuSign Alternatives?Before unveiling our list of DocuSign alternatives, let’s quickly review some features and qualities the alternatives should possess. Here are some key factors to consider while poring through the DocuSign alternatives:Ease of use: The eSigning platform should have an intuitive, user-friendly interface with a simplified signing process to serve even those who aren’t very tech-savvyLegal validity: To make digital signatures valid and enforceable, the legally binding eSignature solution must comply with standards and regulations like the ESIGN Act, UETA, eIDAS, PIPEDA, Electronic Transactions Act, etc., depending on the industry and geographic regionDocument editor: While the digital signature software may not require a document editor, having one at hand makes it an excellent DocuSign