How to Use DocuSign on Your iPhone

Hello there, 🙋‍♀️ Are you someone who’s tired of printing out and signing piles of paper documents? Fret no more, because DocuSign has got your back! In this article, we’ll guide you on how to use DocuSign on your iPhone so that you can enjoy the freedom of sending, signing, and securely managing your important documents from anywhere, at any time.

For those who are new to DocuSign, it’s an online digital platform that allows businesses to manage electronic signatures and exchange contracts and other legally binding documents electronically. With a few taps and clicks, you can sign, send, and track documents, monitor progress, and receive notifications when recipients open, sign, or decline to sign the documents that you send to them. So, let’s dive into how to set up and use DocuSign on your iPhone in simple and easy steps!

Source www.docusign.com

What is DocuSign?

DocuSign is a popular electronic signature solution that helps businesses to securely sign, send and manage important documents. It is a convenient and efficient tool that saves time and effort by digitizing the entire signature process. It is always accessible and allows users to work from anywhere, anytime they need it.

A Digital Signature and Workflow Management Software

DocuSign is more than just a digital signature tool, it is a complete workflow management software. Its features include the ability to create, edit, and send documents for signature, track the progress of signatures, and reminder notifications to signers. DocuSign allows businesses to streamline their document handling workflows and eliminates the need for manual paper-based processes that can prove to be time-consuming. DocuSign is a secure, compliant platform with a high level of encryption to put users’ minds at ease.

Available on iPhone

With the increasing demand for mobile solutions, DocuSign has made its platform available as an app on the iPhone. Users can easily download the app from the App Store and start using it straight away. The iPhone version of DocuSign offers a range of features including the ability to sign documents, track the progress of signature requests, receive alerts and notifications, and more. The app provides a clear, user-friendly interface that makes using DocuSign on mobile devices a breeze.

Creating an Account

To start using DocuSign on your iPhone, you need to create an account on the DocuSign website. Creating an account is easy and takes only a few minutes. Once you have created your account, you can download the app and sign in using your credentials. The app will sync with your account, so you can access all the documents you need to sign and send from your iPhone. To ensure that your documents are protected, DocuSign uses secure encryption to keep your documents safe and compliant with industry standards.

In conclusion, DocuSign is a powerful electronic signature and workflow management software that offers mobile users fast, secure, and convenient document management capabilities. Its iPhone app is an excellent solution for business professionals to manage their documents remotely. By creating an account on DocuSign’s website, you can easily access your documents and take advantage of all the features that DocuSign has to offer. Try it out for yourself and experience the benefits of a truly digital workflow management solution.

How to Sign a Document Using DocuSign on iPhone

DocuSign is a widely used electronic signature software that provides an easy and secure way to sign and send important documents. With DocuSign, you can easily sign documents using your iPhone from anywhere and at any time, eliminating the need for printing, scanning, and mailing documents. In this tutorial, we will show you how to sign a document using DocuSign on iPhone in just a few simple steps.

Select a Document to Sign

The first step to sign a document using DocuSign on iPhone is to open the DocuSign app and select the document you want to sign. You can select a document from your email or cloud storage like Dropbox, Google Drive, OneDrive, and more. Once you select the document, the next step is to prepare the document for signing.

Prepare the Document

Before you can sign the document using DocuSign on iPhone, you need to prepare the document by adding your signature, initials, date, or any other required fields. To do this, tap on the document, and you will see a set of tools at the bottom of the screen. These tools include Add Text, Add Checkmark, Add Signature, and more. Tap on the Add Signature tool, and you will be prompted to create your signature using your finger or a stylus. Once you create your signature, you can add it to the document by tapping on the appropriate field. Similarly, you can add other required fields by using the Add Text, Add Checkmark, and other tools.

Once you have prepared the document for signing, the next step is to send it to the recipient for their signature.

Send the Document

Once you have completed preparing the document, tap on the Send button at the top right corner of the screen. You will be prompted to enter the recipient’s email address or phone number. You can also add a message or a note to the recipient. Once you have entered the recipient’s information and added any notes, tap on the Send button again. The document will be sent to the recipient, and they will receive an email or a text message with a link to sign the document.

Once the recipient signs the document, you will receive a notification, and you can download the signed document from the DocuSign app. You can also check the status of the document at any time by opening the DocuSign app and selecting the document from the history tab.

In conclusion, using DocuSign on iPhone to sign documents is quick, easy, and secure. By following the steps outlined in this tutorial, you can easily sign and send important documents without the need for printing, scanning, or mailing. DocuSign is a great tool for anyone who needs to sign documents on a regular basis, and it is especially useful for businesses and organizations that deal with a large volume of documents that need to be signed.

How to Prepare a Document for Signature on iPhone Using DocuSign

If you’re looking for a simple and efficient way to prepare a document for signature on your iPhone, DocuSign has got you covered. With DocuSign, you can create templates, add fields, and send out documents for signature with just a few taps. Here’s a step-by-step guide on how to prepare a document for signature on your iPhone using DocuSign.

Select a Template

The first step in preparing a document for signature on your iPhone using DocuSign is to select a template. Once you’ve signed into the DocuSign app on your iPhone, you’ll be directed to your account dashboard. From there, you can choose a template from your existing templates or create a new one. If you’re using a pre-existing template, make sure to update the document accordingly with the necessary information.

Customize the Document

After selecting your template, the next step is to customize the document to your needs. This includes adding fields such as signature, initials, date, or any other required fields. To add a field, tap on the ‘Add Field’ button and select the type of field you want to add. You can also adjust the size and position of the field by dragging it to the desired location. Once you’ve added all of your required fields, you’re ready to move on to the next step.

Email the Document for Signature

Now that you’ve created and customized your document, it’s time to send it out for signature. To do this, tap on the ‘Send’ button, enter the recipient’s email address, and add a message if necessary. You can also choose to add a reminder and set a due date for the document. Once you’ve entered all the necessary information, tap on ‘Send’ to send the document for signature. The recipient will receive an email notification containing a link to sign the document. If you want to check the status of the document, you can view it in your DocuSign account dashboard.

And that’s it! With these simple steps, you can easily prepare a document for signature on your iPhone using DocuSign. Whether you’re a business owner or just someone who needs to get a document signed quickly and efficiently, DocuSign is a great tool to have in your arsenal.

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How to Manage and Track Documents Using DocuSign on iPhone

Are you tired of scrolling through piles of paperwork trying to get signatures on important documents? DocuSign is here to help. The mobile app allows you to manage and track documents from start to finish, all from your iPhone. Here’s how you can use DocuSign to streamline your document signing process:

Track the Document Status

With DocuSign, you can check the status of your document at any time. Simply open the app and find the document you want to track. You’ll see a status bar that tells you whether the document has been sent, viewed, signed, or declined. If the document has been signed, you’ll also see the time and date the signature was added.

This feature is particularly helpful when you’re waiting on an important document and need to know whether it has been signed yet. You can even set up notifications to receive an alert when the document has been signed. You’ll never have to wonder about the status of your document again.

Store Signed Documents

Once your document has been signed, it’s securely stored in the cloud. This means you don’t have to worry about losing it or accidentally throwing it away. You can access your signed documents at any time from the app. You can also download the document and save it to your computer or share it with others.

The cloud storage feature also means you don’t have to keep physical copies of your signed documents. They’re all in one place and easily accessible from your iPhone. This is especially helpful for individuals or businesses that deal with multiple documents on a regular basis.

Manage Multiple Documents

If you’re dealing with multiple documents at once, DocuSign makes it easy to manage them all. You can upload multiple documents to the app and track their status all in one place. This can help you stay organized and on top of your important documents.

The app also allows you to add multiple signers to a document. This means you can send the same document to multiple people and track each signature individually. You can even set up a signing order for your recipients, so they receive the document in the order you prefer.

DocuSign also has a feature that allows you to add notes and comments to your documents. This can be helpful for providing additional information or instructions to your signers. You can even require your signers to initial specific sections of the document to ensure they’ve read and understood all the important details.

Final Thoughts

DocuSign is a powerful tool for anyone who needs to manage and track important documents. Whether you’re an individual who needs to sign a simple contract or a business owner who deals with multiple documents on a regular basis, DocuSign can help. With its user-friendly interface and cloud storage capabilities, it’s easy to see why DocuSign has become a popular choice for document signing and management.

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How to Collaborate on a Document Using DocuSign on iPhone

DocuSign is a lifesaver for businesses and individuals who need to manage and sign electronic documents quickly and efficiently. With its many features, including the ability to collaborate on documents remotely, DocuSign is the perfect tool for today’s modern workplace. In this article, we’ll show you how to use DocuSign on your iPhone to collaborate on a document with others.

Invite a Collaborator

The first step to collaborating on a document with DocuSign is to invite a collaborator. To do this, simply open the DocuSign app on your iPhone and choose the document you want to collaborate on. Once you have opened the document, you will see a menu bar at the bottom of the screen. Click on the “Collaborate” button to invite someone to collaborate with you.

You will be prompted to enter the email address of the person you want to invite. Once you have entered their email address, choose the type of collaboration you want to have with them. You can choose to allow them to only view the document or give them editing privileges. After you have made your selections, click the “Invite” button to send the invitation.

Assign Roles and Fields

After you have invited a collaborator to join your document, it’s time to assign roles and fields. This will help you and your collaborators know who is responsible for which portions of the document. To do this, locate the “Assign Roles” button in the menu bar at the bottom of the screen and click on it.

You will be taken to a page where you can assign roles to each collaborator on the document. For example, you might assign one collaborator to review the text while another collaborator is responsible for entering data into the document fields. Once you have assigned roles, you can assign fields to each collaborator to indicate what sections of the document they need to work on.

Send the Document

After you have completed assigning roles and fields, it’s time to send the document to all the collaborators for their input. To do this, simply click on the “Send” button in the menu bar at the bottom of the screen. This will send an email to all the collaborators with a link to access the document.

Each collaborator will be able to access the document from their own device, view the assigned roles and fields, and make the necessary edits. Once everyone has completed their assigned tasks, the document will be ready for final review and signing.

Conclusion

Collaborating on documents is an essential part of any modern workplace. With DocuSign, you can easily invite collaborators to work on a document, assign roles and fields, and send the document for their input. By following the steps outlined in this article, you can collaborate on documents with ease using your iPhone and DocuSign.

How to Set Reminders and Notifications Using DocuSign on iPhone

DocuSign is a powerful tool that can help you manage your documents with ease, even when you’re on the go. With its easy-to-use features, you can set reminders and notifications to ensure that your documents are signed on time and you never miss a deadline. Here’s how to set reminders and notifications using DocuSign on your iPhone.

Set Reminders on Unsigned Documents

If you have sent a document to someone for their signature, you can use DocuSign to set a reminder for them to sign the document on time. To set a reminder, open the document in DocuSign, tap on the “Remind” button, and choose a reminder timeframe. You can choose to send reminders daily or every few days until the document is signed. When the recipient signs the document, you will receive a notification that the document has been signed.

Get Notification Once a Document is Signed

When you send a document for signature using DocuSign, you can get a notification as soon as the recipient signs the document. This ensures that you are notified as soon as the document is signed and you can take action immediately. To set up this feature, go to your DocuSign settings, tap on “Notifications,” and choose the “Document signed” option.

View and Filter Notifications

If you have set up notifications for your documents, you can view them all in one place in your DocuSign notifications center. You can also filter your notifications based on priority or document type. This makes it easy to stay organized and keep track of all your important documents. To access your notifications center, go to your DocuSign settings, tap on “Notifications,” and choose “Notifications center.”

With DocuSign, setting reminders and notifications for your documents is quick and easy, allowing you to stay on top of your paperwork and meet all your deadlines. Give it a try today and see for yourself how it can simplify your life.

To sign your documents easily on the go, check out our guide on how to use Docusign on iPhone.

Your Digital Signature is Just a Tap Away!

Hey there! We hope that this article helped you to understand the process of using DocuSign on your iPhone. With DocuSign, signing and sharing documents can be done quickly and securely. Now that you know how easy it is to sign documents digitally with just your phone, you can save yourself time and hassle. Thanks for taking the time to read this article! Be sure to visit us again later for more cool tech tips and tricks.

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