How do I collect signatures through DocuSign?

This is for users who wish to collect electronic signatures through DocuSign.

To collect electronic signatures through DocuSign:

• Click "People" in the Tab Bar.
• Click “Invite People to this Project”.
• Click “Electronic Signers”.
• Insert first name, last name and email address.
• Click “Add Electronic Signer to Project”.

Go back to the Checklist Tab:

• Click on the document that needs to be electronically signed.
• Click “Add Signers to Document” in the sidebar.

• From the thumbnails, select the pages with signature blocks for your signers as well as the signers that need to sign those pages.
• Click “Save and Close”.

Click "Signing" in the Tab Bar:

• Click “Next: Choose Options”.
• Enter an optional message to be included with the DocuSign package
• Click: "Prepare Envelope in DocuSign"
• Click “View DocuSign Envelope”.

• You will be brought to DocuSign in a new tab.
• Click "Continue".
• Click "Next".

• Align the "Sign" tag with the signature block for each signer.

• Click "Send".
• A green dot will appear alongside the document that has been signed once the signer has signed the document, .