Docusign Templates [2017] For Your Contracts Can Save You Loads Of Paperwork And Followup Time - Best Webhosting

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Docusign Templates For Your Contracts Can Save You Loads Of Paperwork And Followup Time https://youtu.be/xkFldNHrS1o

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First off, you’ll need to head over to the Docusign website (www.docusign.com) and take them up on their free trial offer.

Even though you might want to buy the product, there’s no reason not to get a free trial first.

The process is pretty straightforward, you just fill in the blanks and create your account. They don’t ask for your credit card information for the free trial, so that’s a plus.

Confirm your e-mail address by finding the email Docusign sent you and clicking on Activate.

After you click on activate, Docusign will ask you to set your password.

You can generate one with a password generator or you can think of one yourself. Whatever works for you.

Quick Tour Around Docusign

When you create your account, you’ll get a guided tour on how to use the site. If you’re not familiar with services like Docusign then the tour can be very useful.

Creating a Docusign Template

The first step is creating a template. This template becomes the contract that you’ll send someone to sign before you engage in business activities.

To create one, click on Templates and then click on New and the Create Template.

Name the template and fill out the rest of the details then move on to the next part.

To create a template, you’ll need to have a document prepared. You can either upload it from your computer or get it from a cloud service like Dropbox. You can add as many documents to a template as you want.

After you’ve added the document you want signed, you need to add the recipients.

Recipients are the people who need to sign the document you’ve created and type in their information.

Read the rest on the blog here: https://wplearninglab.com/docusign-templates/

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Published: Saturday, August 10, 2019 8:44 AM
Category: Wordpress WPLearningLab

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