How To Send A Pdf For Signature Via Docusign

DocuSign makes sending and signing documents a breeze in the digital age. Whether you’re sending a PDF for signature or signing one yourself, this platform simplifies the process.

In this article, we will guide you through the steps of sending a PDF for signature via DocuSign and electronically signing a PDF using this platform. Stay tuned to learn more about this seamless and efficient e-signature process.

What is DocuSign?

DocuSign is a leading electronic signature software that allows users to securely sign documents digitally.

This modern platform eliminates the need for physical paperwork, simplifying the signing process for businesses and individuals alike. DocuSign offers advanced security features like encryption and authentication to ensure the legality and integrity of electronic signatures.

The convenience of signing documents from anywhere at any time, along with the ability to track the progress of signatures in real-time, sets it apart from traditional paper-based methods. By leveraging e-signature technology, DocuSign streamlines workflows, accelerates transactions, and reduces operational costs, making it a valuable tool in the digital age.

Why Use DocuSign for Sending PDFs for Signature?

Using DocuSign for sending PDFs for signature offers a secure and efficient way to electronically sign documents.

The security features of DocuSign ensure that your documents are protected during the signing process. This gives you peace of mind knowing that sensitive information is secure.

In addition to security, the platform is designed for ease of use. This makes it simple for all parties involved to sign documents quickly and conveniently.

DocuSign also helps you stay compliant with regulations by providing a legally binding electronic signature solution. This saves you time and eliminates the hassle of traditional paper-based signatures.

How to Send a PDF for Signature via DocuSign?

To send a PDF for signature via DocuSign, follow a series of straightforward steps to ensure a smooth electronic signing process.

To begin using DocuSign, create an account on the platform and upload your PDF document. DocuSign will then guide you through adding electronic signature fields for recipients to sign.

You can customize the signing process by specifying the order in which signatures should be obtained and setting reminders for completion. Once you’ve configured the signature settings, simply enter the email addresses of the intended signatories and send the document.

Recipients will receive an email prompting them to review and electronically sign the PDF using DocuSign’s secure and legally binding electronic signature verification process.

Step 1: Create a DocuSign Account

The first step in sending a PDF for signature via DocuSign is to create a DocuSign account, which serves as your gateway to electronic signature services.

To start the registration process, you can visit the DocuSign website and click on the ‘Sign Up’ button. Follow the prompts to create your account by providing your name, email address, and creating a secure password.

Once your account is set up, you can access the e-signature workflow within your dashboard. DocuSign ensures a secure e-signature service by encrypting all documents and requiring authentication before signatures are applied.

Step 2: Upload the PDF Document

Once your DocuSign account is set up, proceed to upload the PDF document that requires a digital signature, initiating the PDF document signature process.

When uploading your PDF document for digital signature, make sure the file format is compatible with the software. Common PDF formats, like PDF/A or PDF version 1.7, are typically suitable for digital signatures.

Ensure that the PDF is not password-protected, as this may cause issues during the signature process. Once uploaded, you can choose from various options to send the PDF for digital signature, such as email, secure link sharing, or integration with cloud storage platforms like Google Drive or Dropbox for added convenience and security.

Step 3: Add Recipients and Their Signature Fields

Next, add recipients to the document and assign signature fields for each individual, ensuring proper electronic signature authentication and secure signing process.

To begin, recipients can be easily added by simply entering their email addresses or names in the designated fields.

Once recipients are added, assign signature fields at appropriate sections where each individual needs to sign or initial. This helps streamline the signing process and ensures that all required parties have signed the document.

Remember, recipient authentication is crucial for electronic signature validation, so make sure recipients are identified and verified before signing electronically.

Best practices for signing PDF documents electronically involve placing signature fields at the end of the document and clearly labeling them for each recipient’s convenience.

Step 4: Customize the Email Message

Customize the email message that accompanies the signature request, following DocuSign’s e-signature guidelines and providing clear instructions for the recipient to sign the PDF document.

This personalized approach ensures that the recipient feels guided through the signing process, making it easier for them to complete the electronic signature request efficiently.

By adhering to e-signature policy standards, you can also guarantee the legality and authenticity of the electronic signatures obtained.

Including concise PDF signing instructions in the email further streamlines the signing procedure, reducing any potential confusion for the recipient.

Ensuring electronic signature compliance is crucial in maintaining the security and validity of digitally signed documents, making the overall process more efficient and trustworthy.

Step 5: Send the Document for Signature

Send the document for signature through DocuSign, initiating the online signature process and ensuring a secure e-signature process for all involved parties.

Once you have uploaded your document and added the necessary fields for signature, DocuSign provides advanced security measures to safeguard the electronic signing process.

Utilizing strong encryption protocols, DocuSign ensures that your documents are protected against unauthorized access and tampering. Before finalizing the signature, DocuSign verifies the signer’s identity to prevent fraud and maintain the integrity of the document.

These stringent security features guarantee a reliable and legally binding e-signature process, giving you peace of mind when conducting business transactions online.

How to Electronically Sign a PDF Using DocuSign?

To electronically sign a PDF using DocuSign, recipients can easily follow a few simple steps to authenticate their e-signatures.

Once recipients receive the document via email through DocuSign, they can click on the link provided to access the document. From there, they can review the document, fill in any necessary fields, and then proceed to place their electronic signature.

The e-signature authorization process is secure and legally binding, providing peace of mind for both parties involved. DocuSign’s e-signature platform setup ensures a smooth and seamless signing experience, making it convenient for individuals to sign important documents electronically.

Step 1: Open the Email from DocuSign

Upon receiving the email notification from DocuSign, the first step in electronically signing a PDF is to open the email and access the document for signature.

By promptly opening the email, you ensure that you don’t delay the secure e-signing process. Once the email is opened, locate the ‘Review Document’ button within the email or follow the provided link to access the document.

This initial step is crucial in initiating the PDF electronic signing steps efficiently, keeping the process smooth and streamlined. Remember, timely action is key to completing the e-signature process in a secure and accurate manner.

Step 2: Create a Signature

Next, recipients can create their secure e-signature using the tools provided by DocuSign, ensuring the authenticity of their digital signature on the PDF document.

This process involves utilizing digital signature platforms that offer encryption techniques to safeguard the information being signed.

By employing robust encryption methods, the recipient’s digital signature verification is securely embedded within the document, ensuring that the signature is tamper-proof and valid.

It is crucial to adhere to e-signature best practices, such as setting up multi-factor authentication, regularly updating security protocols, and educating users on safe e-signature practices to maintain a secure e-signature service.

Step 3: Sign the Document

After creating the e-signature, the final step is to sign the document digitally, completing the process of digital document signing using DocuSign.

This ensures the integrity and authenticity of the document, as digital signatures are uniquely linked to the signer and provide a high level of security. Once the document is ready for signature, DocuSign guides users through the process seamlessly.

Users receive notifications when their signatures are required, making the signing process efficient and timely. The platform prompts signers to authenticate themselves securely before applying their digital signature. After signing, recipients can easily verify the electronic signature validation, ensuring that the document has not been tampered with during transmission. This highlights the importance of using a trusted digital signature platform for secure and legally binding transactions.

What Happens After the Document is Signed?

Once the document is signed electronically, the system verifies the e-signature for authenticity, ensuring the integrity of electronically signed documents.

E-signature verification plays a crucial role in the post-signing process. This verification process involves checking the validity of the signer’s digital signature to confirm that the signer is who they claim to be.

Document authentication procedures also come into play after the e-signature is verified, ensuring that the document has not been tampered with or altered in any way. It’s essential for organizations to adhere to legal requirements regarding the validity of electronically signed documents, as e-signatures hold the same legal validity as traditional ink signatures in many jurisdictions.

Secure document verification processes help maintain the legality and authenticity of electronically signed documents, providing a reliable and efficient method for electronic transactions.

Are There Any Alternatives to DocuSign for Sending PDFs for Signature?

While DocuSign is a popular choice for electronic signatures, there are other alternatives available for sending PDFs for signature securely.

These alternative electronic signature solutions offer unique features that cater to different needs and preferences.

For instance, SignEasy is known for its user-friendly interface and seamless integration with various platforms, making it a convenient electronic signature application.

Another option is Adobe Sign, which provides advanced security measures to ensure secure document signing.

HelloSign is lauded for its simplicity and flexibility, allowing users to easily send and receive documents for e-signature.

These alternatives expand the choices available for users seeking a secure and efficient way to digitally sign documents.

Adobe Sign

Adobe Sign is a notable alternative to DocuSign, offering robust e-signature encryption and secure document signing capabilities.

With Adobe Sign, users can enjoy top-notch encryption features that ensure the security and integrity of their documents. The platform follows industry-leading e-signature encryption standards, providing users with peace of mind when handling sensitive information.

The electronic signature certification offered by Adobe Sign further establishes its credibility and trustworthiness in the digital signature space. By prioritizing document security and utilizing advanced encryption technologies, Adobe Sign sets itself apart as a reliable solution for electronic signatures.


HelloSign provides another option for electronic signature authentication and secure document signing, catering to users seeking a user-friendly e-signature solution.

HelloSign offers an intuitive platform that simplifies the electronic signature process. Users can easily upload documents, add signature fields, and securely sign electronically.

The service also prioritizes legal validity by providing a robust audit trail for each document signed. This gives users peace of mind when it comes to compliance. Additionally, HelloSign employs top-notch encryption to protect sensitive information, meeting industry standards for data protection.

Furthermore, the platform seamlessly integrates with popular cloud storage services, making document signing even more convenient for individuals and businesses.


SignNow offers electronic signature validation tools and features for users looking for a comprehensive electronic signature solution.

The validation features provided by SignNow ensure the integrity and authenticity of electronic signatures, giving users peace of mind when conducting digital transactions. SignNow employs stringent verification procedures to confirm the identities of signatories, enhancing the security of e-signed documents.

Compliance with electronic signature validation standards ensures that documents signed using SignNow are legally binding and meet industry regulations. By leveraging advanced e-signature technology, SignNow streamlines the signing process, making it efficient and user-friendly for individuals and businesses alike.

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