Navigating Docusign on your iPhone can feel both daunting and liberating — especially when you’re dealing with the nitty-gritty of mobile document management for work or personal life. Let’s dive into making this process smoother, shall we?
First things first, make sure you have the latest version of the Docusign app installed on your iPhone. You can find it in the App Store; it’s recommended to update regularly since developers often roll out new features and bug fixes.
Step 1: Sign Up or Sign In
If you’re a user already, log into your account using your email address and password. If this is your first time, tap on “Sign up” and follow the prompts to create an account. You’ll likely be asked for some basic information like name, email, company details if applicable, etc.
Step 2: Navigate the Interface
Once you’re in, Docusign’s iOS app presents a clean interface that should feel very intuitive once you start using it more regularly. The main screen will show recent activities and important documents or requests straight away, making navigation seamless.
- Home Screen: Here’s where all your pending actions sit. You might see envelopes marked as ‘Ready’, ‘Completed’ which are your documents waiting for signatures.
-
Send Tab (Plus sign at the bottom): This is literally a button you press to send a document off to someone else for signature.
Step 3: Preparing & Sending Documents
This is where the fun part happens—actually using Docusign to get stuff signed!
- Tap on the plus icon, and choose if you will upload an existing document (PDF, Word file) or draw one up from scratch.
-
Once your document is ready in the system:
- Add recipients by entering their email addresses directly into the recipient fields.
- Customize signature requests with instructions, due dates, signing order, etc.
- Before hitting ‘Send’, you can view a summary of what the other party will see as well as make minor edits or add attachments if necessary.
Step 4: Receiving & Signing Documents
If you’ve received a Docusign request on your phone:
- You’ll receive an email (or push notification) asking you to sign something. Open it, and follow the directions inside.
-
Using your finger or stylus, simply write/sign where indicated.
Step 5: Managing Your Signed Documents
After everything is signed, these documents become part of your digital files library within Docusign:
- Go back home to see the status bar indicating your document as ‘Completed’.
-
You can also filter through types of document statuses and categories easily from here.
Whether you’re on a busy commute or finishing up paperwork at home, keeping things organized digitally with an app like Docusign can be a game-changer. It might require initial setup time to understand its capabilities fully but once mastered, it promises to streamline many of your personal or professional processes efficiently.
