How To Send A Pdf For Docusign

In today’s digital age, electronic signatures have become essential for streamlining document processes.

DocuSign is a popular platform for sending PDFs for electronic signatures, offering a simple and secure solution.

This article will guide you through the process of sending a PDF for electronic signature using DocuSign. From creating an account to customizing the signing process, we will explore the benefits and alternatives to DocuSign, making PDF signing a breeze.

Discover the convenience of electronic signatures with DocuSign!

Why Use Electronic Signatures?

Electronic signatures offer a convenient and secure way to sign documents online, eliminating the need for traditional paper-based processes.

By using electronic signatures, individuals and businesses can save valuable time that would have been spent on printing, signing, scanning, and mailing physical documents. Not only does this contribute to increased efficiency, but it also reduces errors and minimizes the risk of document tampering. Electronic signatures enhance security by providing authentication and encryption features, ensuring the integrity of the signed documents. With streamlined document management capabilities, e-signatures simplify the storage, retrieval, and organization of important files, making it easier to track and manage document workflows.

What is DocuSign?

DocuSign is a leading electronic signature platform that provides advanced solutions for digital document signing and secure e-signature workflows.

Its user-friendly interface allows users to easily upload documents, add signature fields, and send them off for signing with just a few clicks. DocuSign offers a wide range of features such as customizable templates, automated reminders, and secure document storage. With its robust security measures including encrypted data transmission and multi-factor authentication, users can trust DocuSign to keep their sensitive information safe during the e-signature process. DocuSign’s seamless integration capabilities with popular business tools like Salesforce, Microsoft Office, and Google Drive make it a versatile choice for organizations of all sizes.

How to Send a PDF for Electronic Signature with DocuSign?

Sending a PDF for electronic signature using DocuSign is a straightforward process that involves several key steps to ensure a secure and efficient signing experience.

  1. To begin the process, you need to log in to your DocuSign account.
  2. Once you are in, choose the option to upload your PDF document that needs to be signed.
  3. You can then add fields for signature placement and text boxes for additional information within the PDF.
  4. After customizing the document, select the recipients who need to sign it. DocuSign allows you to specify the signing order to ensure a smooth workflow.
  5. Once everything is set, initiate the signature request, and the recipients will receive an email notification to sign the PDF securely online.

Step 1: Create a DocuSign Account

To initiate the process of sending a PDF for electronic signature, the first step involves creating a DocuSign account to access the electronic signature solution.

Having a DocuSign account not only streamlines the process of electronically signing documents but also offers a secure platform for managing and tracking signatures. By integrating with DocuSign, users can eliminate the need for printing, scanning, and faxing documents, thus saving time and resources. With DocuSign’s electronic signature solution, users can ensure the authenticity and integrity of their digital signatures, providing a legally binding and efficient way to conduct business transactions.

Step 2: Upload Your PDF Document

Once you have created your DocuSign account, the next step is to upload the PDF document that requires electronic signing, ensuring secure document delivery and integrity.

Uploading your PDF document for electronic signature is a straightforward process that can be done within your account dashboard. Simply locate the ‘Upload Document‘ button and select the PDF file you wish to have signed.

This step is crucial in maintaining the confidentiality and authenticity of your document, as secure document delivery is paramount. By securely uploading your PDF, you ensure that only authorized parties can access and electronically sign the document, safeguarding its content and preventing any unauthorized alterations.

Step 3: Add Recipients and Signature Fields

  1. In this step, you need to add recipients who will sign the PDF and define the signature fields to ensure the correct placement for e-signature verification.

Adding recipients and setting signature fields in a PDF document is crucial for secure e-signature verification. By accurately assigning signers and placing signature fields strategically within the file, you enhance the document’s integrity and compliance with e-signature regulations.

This process enables the recipients to digitally sign the PDF in the designated areas, ensuring that their e-signatures are captured correctly and securely. Properly configuring these signature fields also aids in streamlining the signing process, making it seamless and trustworthy for all parties involved.

A meticulous approach to adding recipients and defining signature fields guarantees that the e-signing procedure is executed efficiently and with utmost accuracy.

Step 4: Customize Your Signing Process

Customizing the signing process involves leveraging various e-signature features and enhancing security measures to ensure a robust and reliable electronic signature workflow.

Users have the flexibility to tailor their e-signature processes by setting specific authentication requirements such as multi-factor authentication, biometric authentication, or unique access codes. Advanced encryption techniques can be applied to protect the integrity and confidentiality of digitally signed documents. These security enhancements not only safeguard sensitive information but also add an extra layer of trust to the entire signing experience. By incorporating these customizable options, businesses can streamline their signing workflows while adhering to stringent e-signature security standards.

Step 5: Send Your PDF for Electronic Signature

Once all preparations are complete, you can proceed to send your PDF for electronic signature, adhering to electronic signature compliance standards and utilizing online signature services.

It is crucial to ensure that your PDF document is securely uploaded to a reputable online signature service platform known for following strict industry compliance regulations. These platforms offer a user-friendly interface, guiding you step by step through the process of adding signature fields and assigning signatories.

Make sure to review the document thoroughly before sending it out for signature to avoid any errors or omissions that may lead to non-compliance. Once the document is ready, you can confidently initiate the electronic signature process, streamlining the signing experience for all parties involved.

What Happens After You Send the PDF?

After sending the PDF for electronic signature, the recipients will receive email notifications and engage in the document verification process, leaving an electronic signature audit trail for tracking.

These email notifications play a crucial role in keeping the signatories informed about the document’s status and any required actions on their part. Once the recipients access the document, their interactions are recorded in the electronic signature audit trail, providing a comprehensive history of who accessed the document, when they did so, and the actions they performed. This audit trail not only ensures accountability but also serves as a valuable tool for compliance and legal purposes, as it offers a detailed record of the signing process.

Recipients Receive an Email Notification

Upon receiving the PDF for electronic signature, recipients will be notified via email, ensuring secure document storage and compliance with electronic signature policies.

The email notification will include detailed instructions on how to access the document securely on the designated platform. Recipients will be prompted to review the document, electronically sign it, and submit it back. This process not only streamlines the signature process but also ensures that all documents are stored securely in encrypted databases, safeguarding sensitive information. By adhering to electronic signature policies, both senders and recipients can trust in the authenticity and legality of the signed documents.

Recipients Can Sign the PDF on Any Device

Recipients have the flexibility to sign the PDF on any device due to the versatile electronic signature technology employed, supported by robust e-signature security features.

This device-agnostic nature of electronic signatures ensures seamless signing experiences across multiple platforms, be it a desktop, tablet, or smartphone. By leveraging advanced encryption techniques and authentication protocols, users can confidently sign documents knowing that their data is safeguarded against unauthorized access or tampering. This blend of accessibility and security not only simplifies the signing process but also enhances the overall reliability and integrity of digital transactions.

DocuSign Keeps Track of the Signing Process

DocuSign maintains a comprehensive document tracking system that records each step of the signing process, ensuring e-signature authorization and validation.

The ability to monitor documents in real-time enhances security and compliance, providing organizations with a clear audit trail. DocuSign’s platform enables users to track the status of documents, receive notifications upon completion, and verify the identity of signatories. By offering a transparent and secure document tracking process, DocuSign ensures that all agreements are executed with the necessary authorization and adherence to legal requirements. This level of tracking capability not only streamlines the e-signature process but also reinforces the trust and integrity of digital transactions.

What Are the Benefits of Using DocuSign for PDF Signing?

Utilizing DocuSign for PDF signing offers numerous benefits, such as enabling a paperless workflow and providing robust e-signature authentication for document security.

The shift towards paperless processes not only minimizes the environmental impact of paperwork but also streamlines the entire workflow, making it more efficient and cost-effective. With DocuSign’s strong e-signature authentication mechanisms, users can have peace of mind knowing that their documents are secure and tamper-proof, ensuring the integrity of sensitive information. This enhanced security also helps in compliance with regulations and audits, reducing the risk of fraud or unauthorized access to confidential data.

Saves Time and Resources

DocuSign’s PDF signing capabilities save significant time and resources by streamlining digital transaction management and ensuring the security of e-signatures.

With DocuSign, users can experience a seamless process of signing PDF documents, eliminating the need for manual handling and physical paperwork. This not only boosts efficiency but also reduces the risk of errors commonly associated with traditional paperwork methods. By leveraging secure e-signatures, businesses can confidently execute transactions with the assurance that their documents are protected from unauthorized access or tampering. The platform’s user-friendly interface further enhances user experience, making it easy for individuals of all technical abilities to navigate and complete transactions quickly and securely.

Increases Security and Legality

DocuSign enhances the security and legality of PDF signing through robust electronic signature compliance measures and advanced e-signature features that validate authenticity.

By complying with industry standards such as ESIGN Act and eIDAS, DocuSign ensures that electronic signatures on PDF documents are legally binding. In addition to this, the platform offers multi-factor authentication options for signers, including SMS codes and knowledge-based authentication, adding an extra layer of security. Through its signature validation technology, DocuSign provides detailed audit trails that track every step of the signing process, further bolstering the integrity of electronically signed PDFs.

Offers a User-Friendly Experience

DocuSign ensures a user-friendly experience for PDF signing, facilitating online document approval processes and providing an intuitive e-signature platform for seamless interactions.

The platform allows users to easily upload their PDF documents, add signature fields, and send them out for approval or signature within a few clicks. Users can customize the signing process with options for initialing, dates, checkboxes, and more to cater to specific document requirements. DocuSign’s intuitive interface guides users through the signing process step by step, making it simple even for first-time users. The platform offers secure and legally binding e-signatures, ensuring authenticity and compliance with regulatory standards.

How Much Does DocuSign Cost?

The pricing of DocuSign varies based on the selected plan and features, offering flexible options for secure online document signing tailored to individual or business needs.

Users can choose from a range of subscription plans, including Personal, Standard, Business Pro, and Advanced Solutions, each differing in terms of features and pricing. The Personal plan, ideal for individuals, allows for up to 5 document sends per month, while the Business Pro plan caters to larger enterprises with unlimited document storage and advanced customization options. DocuSign offers a pay-as-you-go option for occasional users, ensuring cost-effectiveness. The value proposition lies in the high level of document security, compliance, and convenience that DocuSign guarantees, making it a top choice for e-signature needs.

Are There Any Alternatives to DocuSign for PDF Signing?

While DocuSign is a popular choice for PDF signing, several alternatives such as Adobe Sign, HelloSign, and SignNow offer comparable solutions with unique features and pricing options.

  1. Adobe Sign, a product of Adobe, is renowned for its seamless integration with Adobe software and cloud services, making it a preferred choice for users already utilizing other Adobe tools.

  2. HelloSign stands out for its user-friendly interface and intuitive workflow, simplifying the e-signature process for individuals and businesses alike.

  3. SignNow is favored for its robust security measures, ensuring the safety and integrity of signed documents, which is crucial for sensitive transactions.

Adobe Sign

Adobe Sign provides robust capabilities for PDF digital signing, ensuring seamless electronic signature acceptance and compliance with industry standards.

The platform offers a user-friendly interface that allows signers to easily add their signatures to PDF documents with just a few clicks. Adobe Sign goes beyond simply permitting electronic signatures by ensuring that these digital signatures meet the necessary validity requirements, including authentication, intent to sign, and non-repudiation. By adhering to electronic signature standards such as eIDAS and the UETA, Adobe Sign guarantees that signed PDFs hold legal validity, making them enforceable in courts and institutions. Users can trust that their documents are secure, legally binding, and tamper-proof when signed using Adobe Sign.


HelloSign prioritizes document confidentiality in its PDF signing process, offering robust e-signature verification mechanisms to ensure document integrity and security.

Their commitment to document security is reflected in the stringent confidentiality measures employed by HelloSign. Through advanced signature validation protocols, the platform guarantees the authenticity and validity of electronic signatures, ensuring that sensitive information remains confidential throughout the signing process. By focusing on secure document handling and verification procedures, HelloSign has established itself as a trustworthy solution for businesses and individuals seeking reliable e-signature services.


SignNow implements stringent PDF security measures to safeguard document integrity and offers advanced electronic signature protection features to ensure the authenticity of signed documents.

Through encryption technology, SignNow ensures that all documents are securely transmitted and stored, keeping sensitive information safe from unauthorized access. Multi-factor authentication protocols are utilized to verify the identity of signers and prevent any potential fraud. To further enhance security, audit trails are generated for all document transactions, allowing users to track the entire signing process and monitor any changes made. These comprehensive security protocols make SignNow a reliable choice for ensuring the confidentiality and integrity of electronic signatures.

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