Rotating documents in DocuSign may seem like a simple task, but it's a critical skill that can save you time and hassle. Whether you're dealing with incorrectly oriented pages or need to adjust the layout for better readability, knowing how to rotate documents is essential.
In this step-by-step guide, we'll walk you through the process of rotating pages in DocuSign. By the end, you'll be a pro at ensuring your documents are always properly oriented, helping you close deals faster and more efficiently. Let's get started!
Scenarios When Rotating Pages in a DocuSign Document is Necessary
When receiving documents to sign via DocuSign, the pages may occasionally appear sideways or upside down. This can occur if the original document was scanned or photographed from a different orientation. Properly orienting the pages before sending the document for signature is important for readability and professionalism.
Page rotation in the context of electronic documents like those used in DocuSign refers to turning the page so the text appears right-side up and is easily readable without having to turn your head or device. If pages are not correctly rotated, it can cause confusion and frustration for the signer, leading to delays in getting the document completed. For more tips, check out how to connect Google Docs for document management.
1. Documents Scanned in Landscape Orientation
One common scenario is when a document, such as a contract or form, is scanned in landscape orientation instead of portrait. This causes the pages to appear sideways when viewing the document in DocuSign. The pages need to be rotated 90 degrees to be easily readable for the signer.
For example, a legal agreement is scanned horizontally on legal-size paper. When uploaded to DocuSign, the pages are turned on their side, making the text hard to read without rotating your screen. Rotating the pages 90 degrees will correct the orientation.
2. Upside Down Pages from Phone Scans
Another situation that may require page rotation is when documents are photographed or scanned using a smartphone. If the phone is held upside down during capture, the resulting pages will appear upside down in DocuSign.
Let's say a real estate agent takes photos of a contract using their phone, holding it vertically instead of horizontally. The pages come out inverted in DocuSign. Rotating the affected pages 180 degrees will flip them right-side up for the recipient.
3. Mixing Landscape and Portrait Pages
A document may contain both landscape and portrait oriented pages. In this case, only the landscape pages need to be rotated, while the portrait pages remain as is. This ensures a consistent reading experience for the signer.
An example might be an employee handbook with both regular pages and wide spreadsheet printouts intermixed. The spreadsheet pages will likely need a 90 degree rotation, while the other pages are kept upright. Selectively rotating only the needed pages achieves the proper orientation.
Properly rotated pages ensure an easy signing experience for the signer. The next section will cover the steps to rotate pages in DocuSign so your documents look polished and professional when sent for signature.
Step-by-Step Guide to Rotating Pages in DocuSign
Rotating pages in a DocuSign document is a straightforward process that ensures your signers receive properly oriented pages. This section will walk you through the steps to rotate individual pages using the DocuSign tool, demonstrate the process with visual aids, and cover key details like saving your changes and mobile compatibility.
1. Select the Page to Rotate
To begin rotating a page, open your document in the DocuSign editor. Navigate to the page you wish to rotate. Click on the page thumbnail in the left sidebar to select it. The selected page will be highlighted.
For example, if you have a five-page document and pages 2 and 4 are sideways, select page 2 first. After rotating page 2, you'll repeat the process for page 4.
2. Click the Rotate Icon
With the desired page selected, locate the rotate icon in the DocuSign toolbar. It typically looks like a circular arrow. Click this icon to begin the rotation process.
The rotate icon may be located in a "More" menu or under "Page Options" depending on your DocuSign version. If you don't see it immediately, check those menus.
3. Choose Rotation Direction
After clicking the rotate icon, you'll be presented with rotation options. Most commonly, you can rotate the page 90 degrees clockwise or counter-clockwise. Select the option that will orient your page correctly.
In our example, clicking the 90 degree clockwise option would turn our sideways page to the proper upright position for signing. If the page becomes upside down, simply click the rotate button again.
4. Save the Rotated Document
Once you've rotated all the necessary pages, it's crucial to save your changes. Look for a "Save" or "Apply" button, typically located near the rotate icon. Click this to commit your page rotations.
DocuSign will process your document and save the rotated pages. It's a good idea to double-check the pages are correctly oriented before sending to your signers.
Rotating pages works seamlessly in both the web version of DocuSign and the mobile apps. The process is similar, though the menu options may be in different locations on mobile.
Properly rotated pages are now ready for your signers. Crooked or sideways pages are a thing of the past! Thanks for sticking with this guide - you're now a master of DocuSign page rotation. For more tips, learn how to integrate Dropbox with other apps to streamline your workflow.
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Conclusions
Knowing how to rotate pages in a DocuSign document is crucial for ensuring your signers receive properly oriented documents.
- Understanding when page rotation is necessary and the potential issues misoriented pages can cause
- Step-by-step instructions for rotating individual pages in DocuSign, including saving changes and mobile compatibility
Don't let sideways pages derail your signing process - master DocuSign page rotation today, or risk losing signatures to dizziness!
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