How to Create a Contract in Docusign

DocuSign is a popular digital signature service that allows you to sign and send contracts online. In today`s digital age, creating a contract using DocuSign is easy and convenient. DocuSign offers a variety of features that make it a preferred choice for people who want to create and send contracts quickly and securely. In this article, we will take you through the essential steps to create a contract using DocuSign.

Step 1: Create a DocuSign account

To use DocuSign, you need to create an account. You can sign up for a free trial account or choose a paid subscription. The trial account has limited features, while paid subscriptions give you access to a more extensive range of features.

Step 2: Upload your document to DocuSign

Once you have created an account, upload the document that you want to send. DocuSign supports various file formats, including Word, PDF, and Excel. To upload the document, click on the `New` button and select `Upload a file.`

Step 3: Add fields to the document

After uploading the file, add the necessary fields to the document. Fields are where the recipient will need to complete their information. These can be added by clicking on `Add Fields` in the tool menu. You can also drag and drop fields onto the document.

Step 4: Add recipients

Once you have added the fields, you can add recipients to the document. The recipient is the person who needs to sign the contract. To add a recipient, click on the `Add Recipients` button from the tool menu. You can add multiple recipients and specify their roles.

Step 5: Send the document for signature

After adding all the necessary information, send the document to the recipient(s) for signature. Click on the `Send` button in the top right corner of the screen. You can also add a message to the recipient(s), specifying the deadline for signing.

Step 6: Track document status

You can track the status of the document in real-time once the recipient(s) receive it. DocuSign provides a dashboard where you can view the document`s status and see if the recipient(s) have signed it or not. You can also send reminders to the recipient(s) if they have not yet signed it.

Step 7: Download the signed document

Once the recipient(s) have signed the document, you can download a copy of the signed version for your records. You can do so by clicking on the `More` button and selecting `Download.`

Conclusion

Creating a contract using DocuSign is a simple and effective way to sign and send documents online. The platform provides a variety of features, including field and recipient management, to make the process hassle-free and secure. If you follow the steps above, you will be able to create and send a contract in no time.