DocuSign: eSignature with DocuSign

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Learn how to use DocuSign to send documents for electronic signature on any device!

To send one or multiple documents for eSignature via DocuSign, navigate to the entity where exporting the document(s) for signature is to be done. 

 

Once in the entity's profile, select the Documents tab down the left-hand side of the screen as shown below.

 

 

The Documents tab lists all documents that have been generated for this entity. Check off the box on the left-hand side of the document(s) to be sent out for signature(s) as shown below. One or multiple documents can be sent out at once either as PDFs or Word documents.

Once the documents have been checked off, navigate to the top of the screen and click Selected (the number next to Selected corresponds to the number of documents selected) for a drop-down menu with all of the possible actions to be taken with regards to the selected document(s).  

Users  will then be redirected to the DocuSign website where they will be prompted to log in to their DocuSign account in order to continue the process.

 

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After successfully logging into DocuSign, the document selected will appear in the Envelope section as shown below.

 

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Hover over any one of the documents and click on View to see a preview of the document. Users also have the ability within the same section, to rearrange the order of the document(s)s to be sent for esignature(s). 

The next step would be to fill in the Add Recipients to the Envelope section by entering the full name and email of each individual needing to sign the documents.  Set the signing order and Add Recipient by simply working through the different fields as shown below. In the Message to All Recipients section, enter in the Email Subject, as well as an Email Message to be sent along with the documents. Once everything is filled out, navigate to the bottom right-hand corner of the screen, and select Next.

 

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The following window will appear after clicking on Next. All of the documents will be merged into one document as is shown below to allow users navigate through the documents easily to add the signature blocks. Select the name in the top lefthand corner of the screen to view a dropdown list of the individuals required to sign the documents. Select the individual where a signature block needs to be entered for.

 

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Once the individual is selected, select Signature down the lefthand side of the screen and move the cursor to the signature line to insert the signature block there. Follow the same process to enter the signature block for all other individuals signing the documents. Click Send to finalize the process.

 

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Once all required signature blocks, initials, dates, e.t.c., have been placed on the document, the following window will appear

 

The Status of the documents in Athennian will now be changed to Sent.

 

When the documents have been fully completed, an email notification from DocuSign will be sent to the user and a pop-up notification in the bottom left-hand side of Athennian will also be visible. Additionally in the top right-hand corner (Bell Icon), you will receive an additional notification with more details on the documents and entity name that have been returned from DocuSign.

 

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Athennian intentionally saves a copy of the document before it was signed for record purposes. These are visible once the documents have been fully executed.

All documents that are signed via DocuSign are recognizable PDF's which means once they are moved into the Virtual Minute Book, users can search through the documents. 

A quick video on how this integration works!