How to Sign a Document with DocuSign
From the Home page, click SIGN A DOCUMENT.
The Sign a Document dialog box appears and gives you three options: you can upload a file, use a document that you have stored in the cloud, or drag and drop a file into the upload area. Assuming you don’t have too many documents stored through, you probably will need to upload the file.
Click the UPLOAD A FILE button.
Browse through your hard drive(s) and select the document you need to sign. The document appears on the left side of the dialog box. The number of pages are indicated. If you selected the wrong file, you also have the option of removing this document.
You can continue to add documents for your signature and can use a variety of methods; for example, you can upload one, select one from your cloud storage, and drag and drop a third file.
Click the Sign button at the bottom of the dialog box.
The Please Review & Act on These Documents screen appears. Your document appears in the grayed out lower half of the screen.
Make sure it's the correct document and click the Continue button.
The document appears now clearly readable. A list of possible fields appears on the left of the screen. The example shows a Word document without an obvious place to sign.
Click the Signature field. You can drag and drop this field anywhere on your document. Lower right seems logical.
Drop the Signature field where you want it.
The Adopt Your Signature dialog box opens with your name already in place. You can change that name accordingly. Maybe your partner needs to sign the document, but the trial is in your name. No problem. Just type the correct name in the Full Name field.
Select the style of signature you would like by clicking Change Style to the right of the Preview area.
The style options are varied; you can probably find one that resembles your actual signature if you’d like.
Click the ADOPT AND SIGN button.
Your signature appears on the document exactly where you placed it earlier.
Add any other fields you need.
Drag and drop any additional fields you need. Notice the addition of the Initial field in the top left and the Checkbox field next to it. The Date field also was added beneath the signature.
If you add a field you don't like, click the red X to remove it.
In this example, the Name field was added above the signature. If the trial version was registered to Jane Doe, her name would have appeared above the signature. However, the trial version is not registered to Jane, so you don’t want to confuse the situation. Clicking the red X removes the Name field.
Click the Finish button.
The SIGN AND RETURN dialog box appears. You can fill out the fields to send this document to any anyone with a valid email address. Click the SEND AND CLOSE button to send the document, or choose NO THANKS to not send it.
Click No Thanks.
The Documents screen appears, showing your completed document.