How To Use Docusign In Word
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Easily edit a document using microsoft word and use docusign to specify the signing process to route the document to the right people in the right order.
How to use docusign in word. Log in to your docusign account. The docusign for word solution allows users to easily sign and request signatures on documents created or edited in word. If you need to sign word documents often or you want to send them for others to sign just install docusign from within your word document. No new setup required log in with your existing microsoft account or office 365 credentials and use docusign without ever leaving word. Docusign emails a link to each recipient which they can use to access the document.
Drag and drop docusign fields to indicate where you need a signature initial or date. Save completed agreements and contracts in onedrive or onedrive for business for easy access. Click the docusign tab in the word ribbon. With docusign for word you can send documents for signature directly from the word ribbon. Click the free trial button to create your free electronic signature download the free add in and begin signing and sending word documents.
By signing up to docusign you ll be able to create a free electronic signature in word. If you re new to docusign sign up for a free trial. You can do that using your office 365 credentials your microsoft credentials or your existing docusign account credentials if you have an account. Follow these very simple steps to use docusign for word to send a document for signing. Your custom signature will then be inserted into the document.
The options for signing requesting signatures and changing your settings appear on the left under the ribbon. Install the docusign add in. How to use docusign for word. Once you install it the docusign add in appears in a pane in the right of your document. With this newest release you can now access the docusign for word add in directly from the ribbon allowing you to request signatures or sign and return critical documents in seconds.
Ready to use docusign yourself. Click the draw tab then write your signature as you normally would on a physical document then click adopt and sign. Access your files on the go from any device without downloading another app. Edit and save your word document. In the ribbon at the top of your word document go to the insert tab and search for docusign in the office store.
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