How To Create Docusign Document

In a world where everything is going digital, creating and signing documents electronically has become essential. One popular tool for this purpose is DocuSign.

We will guide you through the step-by-step process of creating a DocuSign document, from signing up for an account to customizing email messages.

Discover the benefits of using DocuSign and explore alternatives to consider. Let’s dive in and learn how to streamline your document signing process!

What is DocuSign?

DocuSign is a prominent electronic signature software that revolutionizes the way documents are signed and managed online.

It offers a user-friendly platform that enables users to create, customize, and share digital documents seamlessly. DocuSign ensures secure electronic authentication through advanced encryption protocols, providing a high level of confidentiality and data protection. This software streamlines the document processing workflow by allowing multiple parties to sign and collaborate on documents in real-time. With its cloud-based solution, DocuSign eliminates the need for physical paperwork, enabling businesses to go paperless and conduct transactions more efficiently.

How to Create a DocuSign Document?

  1. To begin, navigate to your DocuSign account and select the option to create a new document.
  2. Next, upload the contract file that needs to be signed electronically.
  3. Then, you can add signature fields, date boxes, and any required text to the document.
  4. After customizing the document, you can specify the signing order and recipients.
  5. Once everything is set, send the document for signature.
  6. Upon completion, you will receive notifications when recipients view and sign the contract, ensuring a secure and efficient contract management process.

Sign Up for a DocuSign Account

To begin using DocuSign, the first step is to sign up for an account where users can manage electronic consent forms and access the e-signature platform.

Upon registering with DocuSign, individuals are prompted to create a secure password and set up account preferences for enhanced user experience. It is imperative to carefully configure account settings, including notification preferences and document organization features, to streamline the e-signature process.

Users can enable two-factor authentication for an added layer of security when accessing sensitive documents. Managing electronic consent forms within the platform ensures compliance with legal regulations and helps facilitate clear communication between parties involved in the signing process.

Upload Your Document

Once the account is set up, users can upload their documents to begin the digital paperwork creation process using DocuSign’s intuitive interface.

When uploading documents onto DocuSign, it’s important to ensure they are in compatible file formats such as PDF, Word, or Excel. Prior to uploading, users should prepare their documents by organizing them in the correct order for signing and adding any necessary fields or signatures.

DocuSign also offers features for electronic recordkeeping, allowing users to securely store and access their signed documents for future reference. By utilizing these tools, users can streamline their document workflows and maintain a digital archive for easy retrieval and compliance purposes.

Add Recipients and Set Signing Order

Next, add recipients to the document and set the signing order to ensure seamless signature validation and secure electronic authentication.

  1. This step plays a crucial role in ensuring that the document is executed properly in an electronic environment. By adding recipients and establishing the signing order, you are not only facilitating the smooth flow of the signing process but also laying the groundwork for signature validation and signatory verification.
  2. These steps are essential for ensuring the authenticity and integrity of the electronic contract. The process enables each signatory to be identified and verified, which enhances security and helps prevent any unauthorized changes to the document. It’s through this meticulous procedure that the electronic signature validation and signature authentication are upheld, providing a secure platform for contract signing.

Place Signature Fields

After adding recipients, place signature fields in the document to facilitate the automated document signing process for efficient contract workflow automation.

This strategic placement of signature fields within the document utilizing platforms like DocuSign not only simplifies the signing process but also ensures compliance with electronic signature regulations. By incorporating automated features for signature placement, businesses can streamline their document workflow, saving time and reducing errors. Electronic form management tools provide options to customize signature fields as needed, optimizing the overall contract processing experience. Implementing such solutions enhances efficiency by eliminating manual tasks and improving the overall speed and accuracy of the signing process.

Add Additional Fields and Text

This added customization allows users to tailor their documents to specific needs, making the form submission process more efficient and user-friendly.

With the electronic approval processes seamlessly integrated, users can review and digitally sign documents with ease, ensuring secure and authenticated submissions.

The ability to add extra fields also streamlines the collection of relevant information, enabling a more comprehensive and organized submission process.

By leveraging DocuSign’s features for electronic form authentication, users can trust in the authenticity and integrity of the submitted documents, providing a seamless and reliable experience for all parties involved.

Customize Email Message and Options

Customize the email message and options before sending the document to recipients, ensuring clarity and potentially enabling electronic notarization services within DocuSign.

  1. This allows you to have full control over the content and design of the email, making sure your recipients understand the importance of the document.
  2. With DocuSign’s secure contract signing feature, you can also incorporate electronic seals to authenticate the document’s integrity.

Take advantage of the electronic consent tracking options available to keep a record of all parties consenting to the terms within the document. This feature ensures that the electronic consent verification process is streamlined and transparent, offering a seamless experience for all involved parties.

Preview and Send the Document

Before finalizing, preview the document to ensure accuracy and then send it to recipients for e-signature integration using DocuSign’s seamless electronic signature platform.

By utilizing DocuSign, users can streamline the entire document exchange process, enabling a convenient and secure way to conduct electronic transactions. Integrating e-signatures ensures a legally binding agreement while simplifying the signing process for all parties involved. DocuSign’s electronic contract compliance features help in monitoring and tracking digital agreements, providing an efficient way to manage and store signed documents. This comprehensive platform offers a reliable solution for companies seeking a smooth transition to electronic signature integration and digital agreement tracking.

What Are the Benefits of Using DocuSign?

Utilizing DocuSign offers numerous advantages, such as streamlining document workflow and ensuring secure, legally binding contracts with ease.

By incorporating technology that enables electronic signatures, users can save valuable time traditionally spent on printing, signing, scanning, and sending physical documents back and forth. This digital solution ensures that contracts can be swiftly processed and signed from anywhere, at any time, leading to faster deal closures and increased productivity.

The platform provides a centralized hub for all documents, facilitating efficient document management and improving collaboration among multiple parties involved in the contract process.

Time-Saving and Convenient

DocuSign provides a time-saving and convenient solution for document processing, enabling users to expedite tasks and enhance overall efficiency.

Utilizing electronic document preparation tools within DocuSign greatly streamlines the process of creating, reviewing, and signing contracts. With workflow automation features, users can establish predefined signing sequences and reminders, eliminating the need for manual follow-ups. Electronic contract validation ensures that all documents are securely stored and legally binding, reducing the risk of errors and delays. These functions not only save time but also decrease the chances of misplacement or misinterpretation of important documents, making DocuSign an essential tool for effective business operations.

Legally Binding and Secure

One of the key advantages of DocuSign is its provision of legally binding and secure document transactions, ensuring the integrity and authenticity of agreements.

This is achieved through a range of robust security features, starting with signature authentication mechanisms that verify the identity of signatories to prevent unauthorized access. DocuSign employs advanced encryption techniques to safeguard the confidentiality and privacy of documents, protecting them from unauthorized alterations or tampering. The platform utilizes detailed audit trails and timestamps to track every step of the signing process, providing a comprehensive record of actions taken for enhanced accountability and compliance with electronic signature regulations.


Using DocuSign is a cost-effective solution for organizations, reducing expenses associated with traditional paperwork and streamlining digital transaction management processes.

By leveraging the advanced capabilities of DocuSign, organizations can significantly minimize costs related to paper consumption, printing, and manual handling of documents. Through the implementation of digital paperwork reduction strategies, businesses can enhance efficiency and productivity.

Contract workflow automation features offered by DocuSign streamline the entire process, reducing the time and resources required for document processing. Electronic agreement tracking ensures real-time monitoring and compliance with electronic contract regulations, promoting a secure and legally-binding environment for digital transactions.

What Are the Alternatives to DocuSign?

While DocuSign is a popular choice, there are several alternatives available in the market, such as Adobe Sign, HelloSign, PandaDoc, SignNow, and SignRequest.

  • Among these alternatives, Adobe Sign stands out for its seamless integration with Adobe’s suite of products, making it a convenient choice for users already familiar with Adobe software.
  • On the other hand, HelloSign prides itself on its user-friendly interface and straightforward pricing plans, appealing to small businesses and individuals looking for simplicity.
  • PandaDoc distinguishes itself by offering advanced document automation features, streamlining the contract creation and management process.
  • SignNow emphasizes its mobile-friendly design, enabling users to sign documents on the go easily.
  • SignRequest prioritizes affordability, making it an excellent option for budget-conscious users seeking a reliable e-signature solution.

Adobe Sign

Adobe Sign is a robust electronic signature tool that facilitates seamless electronic agreement creation and document signing processes.

It offers a user-friendly interface that streamlines the entire digital contract creation workflow, making it easy for individuals and businesses to generate, share, and sign contracts online. By providing secure authentication methods and advanced encryption techniques, Adobe Sign ensures the validity and integrity of electronic signatures, enhancing trust and compliance in electronic transactions. With its robust features for contract management, users can efficiently track and manage contracts throughout their lifecycle, from creation to signature validation, enabling seamless collaboration and efficient contract fulfillment.


HelloSign offers a user-friendly platform for digital form completion, making it easy for users to fill out and sign documents online.

The electronic form filling capabilities of HelloSign streamline the process of completing forms by allowing users to easily input their information digitally. This digital solution not only saves time but also reduces the likelihood of errors commonly associated with manual form filling.

HelloSign’s electronic form management tools enable users to organize and store their completed documents securely in the cloud, providing convenient access whenever needed. With robust e-signature security measures in place, users can trust that their electronic signatures are protected and legally binding, offering peace of mind in digital document transactions.


PandaDoc is a comprehensive platform that focuses on secure contract signing, document automation, and efficient document processing for businesses.

By utilizing PandaDoc, users can ensure that their contracts are securely signed, reducing the risk of fraud or unauthorized alterations. The platform streamlines the entire document management process, offering features such as version control and audit trails to maintain a high level of document security. PandaDoc’s electronic form security measures protect sensitive information from unauthorized access, providing peace of mind to users when handling confidential documents. With its user-friendly interface and emphasis on safeguarding the integrity of documents, PandaDoc stands out as a reliable solution for businesses seeking a secure and efficient document management system.


SignNow is known for its efficient document processing capabilities, offering a seamless solution for electronic document exchange, e-signature integration, and contract workflow automation.

By enabling users to automate document signing through its user-friendly platform, SignNow streamlines the entire signing process, saving time and eliminating the need for manual paperwork. The electronic document archiving feature ensures that all signed documents are securely stored and easily accessible whenever needed. With robust security measures in place, users can confidently manage their contracts and agreements, knowing that their sensitive information is protected. The versatility of SignNow caters to a wide range of industries, from legal firms to healthcare providers, making it a trusted choice for efficient and secure document processing.


SignRequest specializes in electronic consent tracking, providing detailed insights into the signing process and ensuring transparency in electronic document transactions.

Its advanced features include consent validation mechanisms that verify the authenticity of consents provided, ensuring that all parties involved are in agreement and have acknowledged the terms. In addition, SignRequest offers robust signature verification tools to confirm the identity of signatories and prevent any unauthorized alterations to documents. Through its intuitive electronic consent management system, users can easily track and organize consents, streamlining the overall process and enhancing compliance with electronic consent regulations.

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