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Joseph Nyachae

Joseph Nyachae

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  1. From your Agreement Workspace, execute the Send For Signatures activity.

  2. The Send For Signatures pop-up window will appear

  3. Add Internal and/or External Recipients

Screenshot of the Send for Signatures interface, showing options to add internal and external recipients for a document signature. Two red arrows highlight the Add buttons for Internal Recipients and External Recipients sections.

  1. Internal Recipients: A pop-up will open for internal recipients. Click the ellipses to select a Recipient. Add only yourself as an internal signer. Click OK. Select a Type. Select OK and Add Another for additional recipients. Click OK when complete.

Screenshot of the 'Add DocuSign Recipient' interface, showing fields for specifying a recipient and selecting a recipient type. Red arrows highlight the 'Recipient' text box and 'Type' options, which include 'Signer,' 'Carbon Copy,' and 'Needs to View.' Image Modified

  1. External Recipients: A pop-up window will open for external recipients. Enter the
    Name and Email Address of the recipient. Select Type.Select OK and Add Another for additional recipients. Click OK when complete.

Screenshot of the 'Add DocuSign Recipient' interface, showing fields for entering the recipient's name and email address. Options for recipient type include 'Signer,' 'Carbon Copy,' and 'Needs to View,' with a 'Clear' link below.Image Modified

  1. The DocuSign tab will appear in the Workspace

Screenshot of the 'DocuSign' tab interface showing the envelope status as 'Draft,' with the last updated timestamp, a linked document and a recipient status list. Buttons on the right include 'Send Envelope,' 'Update Envelope,' and 'Void Envelope.Image Modified

  1. Click Send Envelope to route the document for signatures

Screenshot of the 'DocuSign' tab interface showing the envelope status as 'Draft,' with the last updated timestamp, a linked document, and a recipient status list. The 'Send Envelope' button is highlighted in red, with 'Update Envelope' and 'Void Envelope' buttons displayed below.Image Modified

  1. Clicking Send Envelope opens the DocuSign web interface, where you can add standard fields such as signatures, and dates. Drag a Signature and Date signed to the appropriate locations on the agreement, then click send. After the signing process is complete, the signed document will be available in both the DocuSign and Attachments tabs.

Screenshot of the DocuSign interface. The agreement text outlines terms and personnel details, with fields for 'Signature' and 'Date Signed' highlighted in yellow. Red arrows point to the 'Signature' and 'Date Signed' options in the 'Standard Fields' section on the left sidebar. The recipient is selected in the dropdown, with the 'Send' button highlighted in red at the bottom right.Image Modified

  1. Check your email until you see an email from DocuSign, which will contain a button to navigate you back to the site to complete the signatures. If a pop-up blocker appears, disable it to proceed.

  2. Once finished, navigate back to your test record and go to the DocuSign tab. Click the button to Update Envelope status, tick the box to indicate you wish to force a status update, and then click OK.