Source: The Digital Tc, Laureen Weaver Blog

The Digital Tc, Laureen Weaver Blog Docusign Class 101

Basics1. www.docusign.com2. Prep documents in zipformsplus.com3. SAVE AS PDF, top of menu4. To Computer, Separate pdfs or one5. Templates in Zipformsplus6. Signing a pdf from email (ie counter offer)Signors1. Email for each Signor2. "Receive Copies" vs "Signor3. Order4. Emailing pdf to client prior to docusign signing5. Remind Feature Docusign 5 Tags to know:1. Signature2. Initial3. Date4. Text5. Checkbox Placement of above 5 - Important! Setting up Docusig [...]

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Est. Annual Revenue
$5.0-25M
Est. Employees
25-100