Do you need a document signed as soon as possible? FilesAnywhere includes DocuSign integration to offer our customers a fast, easy, and secure way to send your documents for signing
Note: To use DocuSign, you will need a DocuSign account. Click here to sign up.
Docusign Additional Articles
How to Unlink, Link or Disable Docusign
How to View Docusign Agreements
How to send a file for E-signing
Table of Contents
1. Log into your FilesAnywhere Account
2. Select the file or files that you need to have signed.
3. Once Selected, right-click on the File/Files
4. Mouseover More
5. Mouseover Service Plugins
6. Click Send to Docusign
7. Select the location where you want your Signed Agreement to be saved.
8. Enter a Name for your Agreement.
9. At the top of the window select Options.
10. Enter any options that you would like (This section is optional)
11. Go back to the top and select Recipients
12. Enter the Name and email addresses that you want to send the agreement to.
13. Click Continue to DocuSign
14. Add any fields you need to your Document.
15. Select Send.
Advanced Settings
Details
1. Details: The detail screen allows you to name your agreement and put in any additional files.
2. Options: Here you can add security settings and expiration dates.
3. Recipients: Who you are sending the document to for signing and the order in which signing should occur.
4. Your Email: This is your DocuSign account email.
5. Add Files/Folders: This allows you to add additional files and folders to the DocuSign Agreement.
6. Selection: Select multiple files and folders
7. Row: The order files will appear. Drag and drop to reorder files and folders.
8. Name: The name of files and folders included in the DocuSign agreement.
9. Path: The path where the files are located within the FilesAnywhere account.
10. Size: The current size of the files being sent to DocuSign.
11. Remove Selected: Allows you to remove selected files from the agreement.
12. Clear All: Clears all files from the agreement.
13. Location of Signed Agreement: Where the agreement will be saved after signing.
14. Name of the Signed Agreement: The name that the agreement will be saved under.
15. Keep agreement versions of Each event: This allows you to keep a version for each person signing the agreement as specified.
16: Continue to Docusign: Will send the agreement to DocuSign for signing.
Options
1. Details: The detail screen allows you to name your agreement and put in any additional files.
2. Options: Here you can add security settings and expiration dates.
3. Recipients: Who you are sending the document to for signing and the order in which signing should occur.
4. Access Code: A security code that will have to be entered before an individual can sign the agreement.
5. Expiration: The date that the agreement will expire and can no longer be signed.
6. Comments: You can allow individuals to comment and share information on the agreement.
7: Continue to Docusign: Will send the agreement to DocuSign for signing.
Recipients
1. Details: The detail screen allows you to name your agreement and put in any additional files.
2. Options: Here you can add security settings and expiration dates.
3. Recipients: Who you are sending the document to for signing and the order in which signing should occur.
4. Add Recipient: Allows an agreement to be signed by multiple individuals.
5. Set Signing Order: The order in which you want the document to be signed. You can drag and drop to reorder the recipients.
6. Name and Email: The name and email address of the recipients.
7. Email Subject: A heading for your email message.
8. Message: contains any additional information or notes for the recipient.
9. Continue to Docusign: Will send the agreement to DocuSign for signing.
Still, Have Questions?
If you need help or have additional questions please contact us.
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