How to Use DocuSign

Getting started with DocuSign

In this guide, you'll learn how to set up DocuSign for electronic signatures and manage your agreements efficiently. By the end, you'll be able to send documents for signatures and explore basic AI-powered contract analysis.

Step 1: Sign up and set up

1. Go to DocuSign's website.
2. Click on the "Get Started" button.
3. Choose a plan that suits you. The Personal plan is $15/month and allows you to send documents for e-signatures.
4. Fill in your information and create an account.
5. Verify your email address by clicking on the link sent to your inbox.

Step 2: Your first document

1. Once logged in, click on the "New" button in the top-left corner.
2. Select "Send an Envelope".
3. Upload the document you want to have signed by clicking on "Upload".
4. Enter the email addresses of the signers in the "Add Recipients" section.
5. Drag and drop signature fields onto the document where you want the signers to sign.
6. Click "Send" to send the document for signatures.

Step 3: Get better results

1. Use the "Templates" feature to save frequently used documents. Click on "Templates" in the left sidebar and select "Create Template".
2. Add commonly used fields to the template to streamline future signing processes.
3. To access AI-powered contract analysis, navigate to "Manage" and select a document. Look for the "Analyze" button to review key clauses automatically.

Pro tip

Use the "Bulk Send" feature to send the same document to multiple recipients at once. This saves time when you need multiple signatures on the same agreement.

Common mistake to avoid

Avoid skipping the step of adding signature fields. If you forget to place them, the document will not prompt signers where to sign, leading to confusion and delays. Always review your document before sending.