Signing a Form in DocuSign

Steps to Signing a Form

A “Signer” in DocuSign could be anybody required to provide information, including a signature, on a form after the form has been initiated. DocuSign will take you step by step through the parts of the form that you need to complete as a signer, but below you’ll find general instructions on how to add information and a signature to a form routed to you. You can also watch the video below on how to sign a form in DocuSign.

1. Receive Email Notification
   • You will receive an email when you have been assigned to sign or provide other information on a form. The email should explain what form you’re reviewing and provide a link to open the document.
   • Click the “Review Documents” button in the email to start signing the form.
2. Agree to Sign Electronically
   • Before you can sign a document electronically, you will first need to agree to complete the form electronically.
   • Review the consumer disclosure, and select the checkbox “I agree to use Electronic Records and Signatures.”
   • Click "Continue" to begin the signing process.
3. Add Information and Sign
   • Click the “Start” button on the left side of the screen.
   • DocuSign will provide you with prompts to direct you to the areas you need to complete.
   • Required fields will be marked with a red outline. You will not be able to finish a form without completing all required fields first.
   • If you are required to sign the form, you will be prompted to do so with a tag that says “Sign.” If this is your first time to sign a document in DocuSign, clicking on the “Sign” tag will open a box that will allow you to adopt your signature.
     • Adopt a Signature
       • First, verify your name is correct.
       • Next select a style for your signature by doing one of the following:
         • Accept the default signature and initial style, and go to the next step.
         • Click Change Style, and select a different signature option.
         • Click Draw. Draw your signature/initials using a mouse, or your finger or a stylus on a touchscreen.
       • Click “Adopt and Sign”
   • When you’ve completed all your assigned tags in the form, click “Finish.”
     • If you do not approve the form, do not sign the form. Click on the drop down menu titled "Other Options" and select "Decline to Sign." If the form contains errors or needs to be modified, you will need to contact the sender directly to make the changes needed and reroute the form.
   • A message will appear stating that you have completed your document. The form will now move on to the next assigned reviewer, or if you are the final reviewer, the sender will receive confirmation that the form is complete and will receive a final version of the document in their DocuSign account.

Note: Be very careful about completing information in the form. Any subsequent changes will generally require that the form be completely restarted through the signing process.

You can get more information on how to sign a document in DocuSign from DocuSign's support documentation.