How to eSign a PDF Using DocuSign: A Complete Guide

Tired of the hassle and wasted time printing, signing, and scanning PDFs? DocuSign offers a quick, secure solution to electronically sign PDFs from anywhere. In just minutes, you can upload your document, add your signature, and complete the signing process.

Say goodbye to the old, manual methods and hello to the future of signing with DocuSign. Plus, discover how AI tools like Bardeen can automate repetitive eSignature tasks, saving you even more time. Ready to revolutionize your PDF signing process? Let's dive into this comprehensive guide!

Signing PDFs Electronically with DocuSign: A Simple and Secure Solution

DocuSign makes it quick and easy to electronically sign PDF documents from any device. No more printing, signing, and scanning - you can complete the entire signing process digitally in just a few clicks. It's secure, legally binding, and much more efficient than dealing with physical paperwork.

When you need to sign a PDF with DocuSign, simply upload the document, follow the guided steps to fill in the required fields and draw or type your signature, and click finish. The signed PDF is then saved and accessible to download or send to others. You can sign from anywhere using the DocuSign mobile app too.

1. Upload Your PDF Document

To get started, log into your DocuSign account and upload the PDF you need to sign. DocuSign works with PDFs as well as other common file types like Microsoft Word and Google Docs. You can upload documents from your computer or connect to popular cloud storage services like Google Drive, Dropbox, and Box.

If you don't have a DocuSign account yet, you can sign up for a free trial to test out the electronic signature features. No credit card or commitment required to get started.

2. Fill Out Fields and Add Your Signature

After uploading your PDF, DocuSign will prompt you to fill out any required fields like name, date, address, etc. You have flexibility in how you create and apply your electronic signature too. The easiest option is to type your name and select a font, or you can use your mouse or trackpad to draw your signature. Some users prefer to upload an image file of their handwritten signature.

Once your signature and other details are filled in, you simply need to follow the DocuSign instructions to apply them in the proper places on the PDF. The technology makes it intuitive to complete digital forms and contracts.

3. Complete the Signing Process

After double checking that your PDF is accurately filled out, click the "Finish" button to complete the electronic signing process. DocuSign will save the signed version so you can easily download it for your records or share with others via email. The entire process is quick, secure, and legally binding.

You also have the option to set up notifications and track the status of documents you send out for signature. It's a great way to keep deals and approvals moving along smoothly.

4. Understand Key Terms

When exploring DocuSign and other electronic signature solutions, there are a few key terms to understand:

• eSignature: A digital mark, symbol, or process attached to or associated with a document and adopted by a person with the intent to sign.
• Digital Signature: A type of electronic signature that uses a specific technical implementation to enhance security and authenticate the signer's identity.
• Audit Trail: A record of actions taken during the signing process, useful for tracking details about each signature.

DocuSign provides industry-leading tools and compliance to make electronic signatures safe, secure, and legally valid. The technology enables businesses and individuals to digitally transform tedious paper-based signing processes.

DocuSign makes it easy to electronically sign PDFs and other documents securely from anywhere. By streamlining the signing process and reducing the need for printing and scanning, you can save time and hassle while still executing binding agreements.

Next up in this guide, we'll walk through the detailed steps to electronically sign a PDF document using DocuSign, including tips for preparing the document and sending to others for signature.

How to Electronically Sign a PDF Using DocuSign

Signing a PDF with DocuSign is a straightforward process that can be completed in just a few clicks. Upload your document, add your signature and any other required fields, and send it off for completion. DocuSign makes it easy to prepare and send documents for signature, track their status, and securely store the executed files.

Let's walk through the steps to electronically sign a PDF using DocuSign so you can get your documents signed quickly and efficiently.

1. Upload the PDF to DocuSign

Start by logging into your DocuSign account and clicking "New" to upload the PDF you need signed. You can upload files from your computer, popular cloud storage services like Dropbox, Google Drive, and Box, or select a document you've previously used in DocuSign.

DocuSign supports many common file formats in addition to PDF, such as Microsoft Word, Excel, PowerPoint, and image files. The document upload process is quick and easy.

2. Add Signature and Other Fields

After uploading your PDF, open it in DocuSign and add your electronic signature by dragging and dropping the signature field from the left panel onto the document. You can choose to draw, type, or upload an image of your signature.

In addition to your e-signature, drag and drop any other fields that need to be completed like printed name, date, title, checkbox selections, and so on. DocuSign offers a variety of standard and custom fields to fit your specific document needs.

Automate the process of adding signatures and fields with Bardeen's workflow automation. Let AI handle repetitive tasks so you can focus on more important work.

3. Send and Manage Signing Process

When your document is prepared with the necessary signature and form fields, click "Send" to electronically deliver it to the other parties for completion. Add the recipient email addresses, customize the message and signing instructions if desired, and select any completion settings like reminders and expirations.

DocuSign makes it easy to track the progress of your document, see who has viewed and signed it, and follow up as needed. You can receive notifications when the document is completed and review the detailed audit trail at any time.

4. Access Completed Documents

Once all parties have electronically signed your PDF, you can access the final executed document directly from your DocuSign account. Download a copy for your records or share with others via email.

DocuSign securely stores all of your signed documents so you can easily search for and reference them in the future. Your files are backed up and protected for convenient and secure access.

DocuSign simplifies the process of signing PDFs and other documents electronically, saving time and hassle over printing, manually signing, and scanning. You can prepare and send documents for signature in minutes, track their status at any time, and securely access the completed files from anywhere.

Thanks for sticking with us through this detailed guide! While it may seem like a lot of steps, using DocuSign to sign a PDF is actually a breeze and will quickly become your go-to method. Ready to give it a try?

Conclusions

Knowing how to eSign a PDF using DocuSign is a valuable skill that can save you time and hassle. In this guide, you learned:

• The basics of DocuSign and its benefits for electronically signing PDFs
• A step-by-step walkthrough of uploading, preparing, and signing a PDF with DocuSign

Don't let manual signing slow you down - master DocuSign and keep your documents moving at the speed of business! Your productivity (and sanity) will thank you. If you need more help with sales processes, check out our guide on building a prospect list.