Efficient DocuSign Document Forwarding Process
Forwarding documents via
DocuSign
•
Login to DocuSign
Login to DocuSign
•
Select New, then select Send an Envelope
Select New, then select Send an Envelope
•
Upload Documents to be signed & Viewed recipient(s)
Upload Documents to be signed & Viewed recipient(s)
select individual docs
select individual docs
OR
OR
select all docs by depressing shift and clicking
select all docs by depressing shift and clicking
each file from the browser
each file from the browser
•
Enter the name of the recipient
Enter the name of the recipient
(will be stored for later use)
(will be stored for later use)
•
Enter the e-mail address
Enter the e-mail address
(will be stored for later use)
(will be stored for later use)
•
In the Add Recipient section, check the box for Set Signing Order.
•
1
st
on the line with the first recipient, click the drop-down arrow next to
Needs to Sign and
choose Update Recipients
.
2
nd
enter the 1
st
recipient’s
information
Forwarding Instructions for PTD Staff
Click
Click
Add Recipient
Add Recipient
and enter the recipient's role/title
and enter the recipient's role/title
(Witness).
(Witness).
The name and email fields are going to remain blank for now.
The name and email fields are going to remain blank for now.
After the 1
After the 1
st
st
person signs, then that person will be responsible for
person signs, then that person will be responsible for
entering the name and e-mail address when they forward the
entering the name and e-mail address when they forward the
document(s) to be witnessed.
document(s) to be witnessed.
IMPORTANT:
IMPORTANT:
Go back and change the 1
Go back and change the 1
st
st
signer’s action to Needs
signer’s action to Needs
to Sign in order to allow 2 different (colored) signature
to Sign in order to allow 2 different (colored) signature
placeholders to be in the document.
placeholders to be in the document.
Actions…options for later…
Successfully Sent Document(s)
Fast forward through the steps of
Fast forward through the steps of
sending…
sending…
Grantee/Subrecipient Steps
to Forward signed docs to be
Witnessed
•
Grantee receives notification via e-mail and clicks Review
Document
•
The white checkbox must be checked by the grantee to proceed
& enable the Continue button.
•
The 1
st
recipient will be required to enter the Witness’ e-mail
address & name before proceeding.
•
After entering the contact information, select Complete and
Send
Prep for signing
Prep for signing
1.
Finance Staffers only enter one recipient in the
add recipient section.
2.
The recipient will have the option to add the
recipient’s name and e-mail address after the 1
st
signatory has signed.
3.
In the Message Box, instruct the recipient to
forward the document to the 2
nd
signatory, who will
witness it.
Streamline your document forwarding process using DocuSign with these detailed instructions on how to add recipients, set signing orders, and ensure proper witnessing. Simplify the workflow for signing and forwarding important documents securely and efficiently.
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Presentation Transcript
Forwarding documents via DocuSign
Login to DocuSign Select New, then select Send an Envelope Upload Documents to be signed & Viewed recipient(s) select individual docs OR select all docs by depressing shift and clicking each file from the browser Enter the name of the recipient (will be stored for later use) Enter the e-mail address (will be stored for later use)
Forwarding Instructions for PTD Staff In the Add Recipient section, check the box for Set Signing Order. 1st on the line with the first recipient, click the drop-down arrow next to Needs to Sign and choose Update Recipients. 2nd enter the 1strecipient s information
Click Add Recipient and enter the recipient's role/title (Witness). The name and email fields are going to remain blank for now. After the 1st person signs, then that person will be responsible for entering the name and e-mail address when they forward the document(s) to be witnessed.
IMPORTANT: Go back and change the 1stsigners action to Needs to Sign in order to allow 2 different (colored) signature placeholders to be in the document.
Fast forward through the steps of sending Successfully Sent Document(s)
Grantee/Subrecipient Steps to Forward signed docs to be Witnessed
Grantee receives notification via e-mail and clicks Review Document The white checkbox must be checked by the grantee to proceed & enable the Continue button.
The 1strecipient will be required to enter the Witness e-mail address & name before proceeding. After entering the contact information, select Complete and Send
Prep for signing 1. Finance Staffers only enter one recipient in the add recipient section. 2. The recipient will have the option to add the recipient s name and e-mail address after the 1st signatory has signed. 3. In the Message Box, instruct the recipient to forward the document to the 2nd signatory, who will witness it.
