How To Send Docusign As A Link

Looking to streamline the document sharing and signing process?

Check out DocuSign! In this article, we will guide you through the steps of sending a document with a DocuSign link, sharing a document using a DocuSign link, and sending a document for signature with a DocuSign link.

From creating a DocuSign account to customizing the email message, we’ve got you covered. Plus, we’ll provide you with valuable tips for sending DocuSign links effectively.

Let’s get started!

What is DocuSign?

DocuSign is a leading platform that specializes in electronic signatures and digital signatures, offering a secure and efficient way to sign documents online.

Users of DocuSign benefit from its advanced authentication methods, such as biometric identification and multi-factor authentication, ensuring that signatures are secure and legally binding. DocuSign provides a detailed audit trail for each document signed, giving parties involved peace of mind knowing the entire signing process is documented and verifiable. By leveraging encryption technology, DocuSign secures documents during transit and storage, safeguarding sensitive information from unauthorized access. This level of security and compliance makes DocuSign a trusted solution for businesses of all sizes.

Why Use DocuSign for Document Sharing and Signing?

Utilizing DocuSign for document sharing and signing streamlines the signing process, enhances document workflow efficiency, and ensures secure and legally binding signatures.

By leveraging DocuSign’s features, users can significantly reduce the time spent on traditional paper-based document processes. The platform offers the convenience of electronic signatures, eliminating the need for physical copies and manual signatures, thus accelerating the entire signing cycle. With DocuSign’s robust security measures, such as authentication protocols and encryption, users can trust that their documents are safe from unauthorized access or tampering. The platform’s compliance with eSignature laws further solidifies the legality and authenticity of the signed documents. DocuSign proves to be an invaluable tool for individuals and businesses seeking a more efficient, secure, and legally binding document signing solution.

How to Send a Document with a DocuSign Link?

  1. First, login to your DocuSign account and navigate to the dashboard.
  2. Locate the option to upload a document from your device or cloud storage.
  3. Once the document is uploaded, select the ‘Send for Signature‘ option.
  4. Enter the recipient’s email address and include a personalized message if needed.
  5. Choose where each signer needs to place their signature within the document and set any additional fields for completion.
  6. After configuring the settings, send the document.
  7. You can easily track the signing status by monitoring the notifications in your DocuSign account.

Step 1: Create a DocuSign Account

  1. The first step in sending a document with a DocuSign link is to create a DocuSign account, which allows you to access the platform’s features and functionalities.

Setting up a DocuSign account is a simple process that begins by visiting the DocuSign website or downloading the app from your device’s app store. Once you reach the DocuSign homepage, you will find a ‘Sign Up’ or ‘Create Account’ option. Click on this button to start the registration process.

You will be required to provide basic information such as your name, email address, and a password to secure your account. After entering these details, you will receive a verification email to confirm your account creation. Click on the verification link, and you are all set to start using your DocuSign account.

Step 2: Upload the Document to DocuSign

After creating your DocuSign account, proceed to upload the document you want to send for signing to the platform, ensuring it is ready for sharing.

  1. To prepare your document for uploading, make sure it is in a compatible file format such as PDF, Word, or Excel.
  2. Check that all the necessary fields are filled in and that the document is complete and error-free.
  3. When uploading the document, simply click on the ‘Upload‘ button on your DocuSign dashboard, select the file from your device, and confirm the upload.

Once the document is uploaded, you can easily add recipients, assign signature fields, and send it out for signing or sharing with just a few clicks.

Step 3: Add Recipients and Set Signing Order

Next, add recipients to the document and set the signing order to ensure a smooth and organized signing process for all parties involved.

  1. When adding recipients, it is crucial to carefully consider the order in which they will sign the document. This step involves determining the sequence in which each recipient will receive and sign the document, ensuring a logical flow. By establishing a clear signing order, you reduce the chance of confusion or delays in the signing process.

  2. Organizing recipients in a structured manner can help streamline the workflow and prevent any misunderstandings. This methodical approach enhances overall efficiency and facilitates a seamless signing experience.

Step 4: Add a Signature Field

Include a signature field in the document where recipients can sign electronically, ensuring that all necessary signatures are captured accurately and securely.

Electronic signatures have become increasingly crucial in today’s digital world, providing a convenient and efficient method for validating agreements and contracts. By integrating a signature field in your document, you enable a seamless process for authorized parties to digitally sign, thereby reducing the need for physical paperwork and minimizing the risk of signature fraud.

Ensuring the security of electronic signatures is paramount, which is why utilizing advanced encryption techniques and secure signing methods is essential to safeguard sensitive information and prevent unauthorized access. Place the signature field prominently within the document, making it easily accessible for signatories to complete the signing process with ease and confidence.

Step 5: Customize the Email Message

To start the customization process, address the recipient by name in the opening of the email to establish a sense of personal connection.

Clearly outline the steps for accessing the document by emphasizing the importance of clicking on the provided link for seamless document signing.

Remember to include specific details, such as the deadline for signing or any additional information required.

Utilize merge tags to dynamically insert recipient-specific information like their name or company.

Encourage recipients to reach out in case of any questions or concerns, ensuring a smooth and efficient document signing process.

Step 6: Send the Document with a DocuSign Link

Once all preparations are complete, send the document with a DocuSign link to the recipients, enabling them to access the document securely and sign electronically.

  1. The process of sending a document with a DocuSign link is streamlined and efficient, ensuring that the recipients can quickly and easily review and sign the document from anywhere.
  2. By using DocuSign’s secure sharing features, you can rest assured that the document remains protected throughout the entire electronic signing process. This method not only saves time but also reduces the risk of errors or delays that can occur with traditional paper-based signatures.

With just a few simple clicks, you can initiate the signing process and track the status of the document in real-time, making the entire workflow more transparent and convenient for all parties involved.

How to Share a Document Using a DocuSign Link?

Sharing a document using a DocuSign link is a straightforward process that ensures secure and encrypted sharing of documents for collaborative purposes.

  1. To begin, after uploading the document to the DocuSign platform, you can easily generate a shareable link that contains strict security measures such as end-to-end encryption.
  2. This encryption technology ensures that only authorized individuals can access the document by verifying their identity through secure authentication methods.
  3. By clicking on the shared link, recipients can securely view and sign the document without the risk of unauthorized access or tampering.

This level of security is essential for maintaining the integrity and confidentiality of sensitive information during collaborative efforts.

Step 1: Create a Shareable Link for the Document

To share a document using a DocuSign link, generate a shareable link for the document that can be securely accessed by the intended recipients for collaboration.

  1. Once you have uploaded your document to DocuSign, navigate to the sharing options and select the ‘Create Shareable Link’ feature. This will allow you to generate a unique URL that provides secure access to your document.
  2. To enhance security, you can set permissions such as view-only or edit capabilities, ensuring that only authorized individuals can interact with the file. By utilizing this method, you can streamline the collaboration process while maintaining control over who can view or modify the shared document.

Step 2: Customize the Link Settings

Tailor the link settings to control access permissions and security features, ensuring that the document is shared securely and only accessible to authorized recipients.

This customization process allows the document owner to determine who can view, edit, and download the shared content. By adjusting these settings, you can add an extra layer of protection to confidential files being exchanged. Incorporating specific keywords like expiration dates, password protection, and link visibility options gives you more control over the sharing process. Emphasizing such security controls not only safeguards sensitive information but also maintains the integrity of the shared documents.

Step 3: Share the Document with the Link

Once the link settings are configured, share the document with the generated link, allowing recipients to access and collaborate on the document securely through DocuSign.

Recipients can be granted secure access to the document by sending them the DocuSign link, ensuring that only authorized individuals can view and edit the contents. This streamlined sharing process enhances document security and fosters efficient collaboration among team members.

Users can track changes, comments, and revisions made to the document in real-time, promoting transparency and accountability within the collaboration process.

How to Send a Document for Signature with a DocuSign Link?

Sending a document for signature with a DocuSign link is a convenient and efficient way to request signatures electronically and track the signing process seamlessly.

Upon creating your document in DocuSign, you can easily add signature fields to indicate where the recipients need to sign. Once these fields are placed, simply specify the signers by entering their email addresses. DocuSign notifies them via email with a link to access the document. Recipients can then view and electronically sign the document using a secure process. The tracking feature allows you to monitor the status of each signature request, ensuring you stay informed throughout the signing workflow.

Step 1: Follow the Steps for Sending a Document with a DocuSign Link

  1. Begin the signature request process by following the steps outlined for sending a document with a DocuSign link, ensuring that the document is ready for electronic signatures.
  2. Once the document is prepared and uploaded to the DocuSign platform, navigate to the ‘Prepare’ tab to set the signing order and designate where each party needs to sign. Make sure to include all necessary fields such as date, initials, and signature boxes at the appropriate places within the document.

  3. It is crucial to verify the accuracy and completeness of the document before sending the signature request to the intended recipients. By double-checking the document details and ensuring it complies with any required regulations, you can streamline the signing process and minimize the need for revisions or potential delays.

Step 2: Monitor the Document’s Status and Remind Recipients to Sign

Track the document’s signing status and send reminders to recipients as needed to ensure timely completion of the signing process using DocuSign’s monitoring features.

By monitoring the document’s signing status, you can stay updated on where each recipient stands in the signing process. This feature allows you to see who has already signed, who is pending, and who may require a reminder.

Sending reminders for signature completion is crucial to avoid any delays in finalizing the document. With DocuSign, you can easily schedule automated reminders to prompt recipients to review and sign the document promptly. This proactive approach ensures that the signing process moves forward smoothly and efficiently.

Tips for Sending DocuSign Links

When sending DocuSign links, consider these helpful tips to ensure secure and efficient sharing of documents for smooth signing processes.

  1. One important tip to remember is to use password protection for DocuSign links, adding an extra layer of security.
  2. Always double-check the recipients’ email addresses before sending the links to avoid any potential privacy risks.

It’s also recommended to set up notifications to track document activities, keeping you informed throughout the process. Consider setting expiry dates for the links to control access to the documents after a certain period. These practices not only enhance security but also streamline the document collaboration process.

Use a Clear and Concise Email Subject

To create an effective email subject for your DocuSign link, consider using action-oriented language that prompts recipients to take immediate action. Incorporating keywords like ‘urgent’, ‘important’, or ‘time-sensitive’ can convey a sense of priority, increasing the likelihood of the email being opened.

Personalizing the subject line with the recipient’s name or relevant details can make it more engaging. Remember to keep the subject line brief and to the point, ensuring that it accurately reflects the contents of the email and entices recipients to click on the DocuSign link.

Include Clear Instructions in the Email Message

Ensure that the email message accompanying the DocuSign link contains clear and detailed instructions for recipients on how to access the document and complete the signing process.

Include a brief introduction outlining the purpose of the document requiring their signature. Clearly explain the steps they need to take to open the document, review its contents, and electronically sign it using the provided link. Providing a deadline for completion can also add urgency and help in expediting the process. Make sure to reassure recipients of the security measures in place to protect their information and emphasize the importance of their timely response. Remember, clarity and guidance are essential for a successful DocuSign transaction.

Set a Deadline for Signing

Establish a signing deadline to create a sense of urgency and prompt recipients to complete the signing process promptly, ensuring timely document execution.

  1. Setting a specific deadline for signing through DocuSign not only emphasizes the importance of timely action but also streamlines the entire document processing workflow.

  2. By indicating a clear cut-off point, it compels signers to prioritize the task and prevents unnecessary delays.

  3. Deadlines drive efficiency and accountability, ensuring that documents are signed and returned in a timely manner.

  4. Setting signing deadlines with DocuSign helps maintain consistency in communication and enhances overall operational productivity.

Use the ‘Remind’ Feature if Necessary

Leverage the ‘Remind‘ feature in DocuSign to send automated reminders to recipients who have not yet signed the document, facilitating follow-ups and completion.

This feature plays a crucial role in ensuring that important documents are signed promptly by prompting recipients through customizable reminders. By utilizing the reminder settings in DocuSign, users can schedule follow-up emails to be sent automatically at specified intervals, alleviating the need for manual intervention in tracking document progress. This not only saves time but also enhances efficiency in managing document workflows, streamlining the signing process for all parties involved.

Start your free trial now

No credit card required

Your projects are processes, Take control of them today.