Docusign Overview

Information on how to use Docusign

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 Docusign Use

• Send Contracts to the Customer

• Send Rep Agreements to Sales Rep
• Send Add/Delets on request from Customer
Service

• Link https://account.docusign.com/logout#/
username
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 Login
information
will be given
to you

4
 Next is the ‘Waiting for
Others’
First
This
is the
button,
is the
Newmain
which
Button.
page
is where
Using
of
you
Docusign.
this
canbutton
goFrom
to see
wehere
can
documents
we
sendonly
documents
care
that about
are waiting
totwo
thebuttons.
customer.
for the
customer’s signature.

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 The only option we select is
Let’s start by looking at ‘New.’
‘Use a Template’ this will allow
When you press on the button
us to send our desired
a dropdown menu will appear
document to the
with extra information.
customer/rep

6
 From
After
here
pressing
you may‘Useselect
a
If you cannot find a document
Template’
whicheveryou document
will haveyou
the
on the list press “All
want.
option
Fortothis
select
example
whichever
we will
Templates”
document
send an you
Add/Delete
need to send.

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Once the document is selected
press ‘Add Selected’

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 Your name…
This page…your email…
is used
to put in the
recipient…customer’s
email
information.Name…
…customer’s
email…

Subject of the
Email
And Body of the
Email

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Once everything is
filled out you can
press send!

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Once the document is sent
you will see an email from
docusign appear in your
inbox.
We can see the status of
the email
This document by clicking
will prompt you
on ‘Waiting for Others’
to fill out the appropriate
information on the
document.
For info on how to fill out a
specific document see
bloomfire

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 If you can’t see your
document
From here you can search
see all
for one
of the
that
most
has recent
been sent
by
documents
typing in that
the Acc#
wereorsent.
the
Customer’s Name

We will look for the

Add/Delete we just sent.
John Test Acc 123456

Press apply to begin

the search

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 Once the search function
has narrowed down your
search you can select your
document.

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 In this page you have a few
The
different
important
options
toolsand
you
important
needtools
are…that you
can use.

…Resend, Correct, &

More…

…within more you

can void or delete
the document.

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 Finally the last tool that
you’ll need is the download
button.

You can see who signed and

who still needs to sign.
You can see what is
currently filled in the
documents.

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Let’s touch back on the
‘Correct’ button.

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The only reasons we use
the Correct action is to
either change the
recipient’s or their email,
or…

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 Once you are finished
making any necessary
…change the messagechanges
that press Next.
was sent to the customer.

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You will be taken to this page, DO NOT
CHANGE ANYTHING. There are many
unforseen consequences that are
impossible to catch if you change the
information on this page.

Just press Correct.

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Once finished, the documents will
resend the corrected version.

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And then press
‘select’ Last thing you should know. If you send
If youa need
document
that document
and it getsyourself
sent to you
Operations,
can find it in
that
thedocument
‘Shared Envelopes’
will be sent
to whoever is in charge of Ask Amp.
From here select ‘AMP Security’

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 You will
From this be able
page toexactly
it is tell youthe
aresame
on theas
shared
the otherenvelope
inbox, youbycan
thissearch
yellowfor
baryour
at
the top. resend, or void
documents and correct,
them.

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