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What's on the dashboard?

What's on the dashboard?

 

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Once you've chosen the account and server that you want to log in with, you will be taken to the dashboard which shows two columns. The left column will have the number of documents that need your signature, and the right column will have the number of documents currently waiting for others to sign(P1).

  1. Click the "Sign & Send" bar to start sending documents.

  2. The three horizontal bar in the upper left hand corner will reveal a menu for more options(P2).

  3. "Edit Your Signature" will allow you to customize your signature for signing documents(P3).

  4. "Add a Profile Photo" will allow you to either take a photo with your mobile device or choose a photo from your library(P4).

  5. "Link to Cloud Storage" will allow you to link your DocuSign account to an app as a resources for documents(P5).

  6. Click here for information on the sign and send function.

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