What is Docusign and how do you use it?

By The IFTTT Team

April 12, 2023

  • Let's be honest; why are we still using fax machines in 2023?

    Jokes aside, in today's fast-paced digital world, time is of the essence. Whether you're a business owner or an individual looking to sign a document, the traditional process of printing, signing, scanning, and sending is a time-consuming and arduous task.

    Fortunately, with the advent of DocuSign, this process can be streamlined, saving you time and energy. In this article, we will go over the basics to get you started with DocuSign and the ways that IFTTT can help with electronic signatures.

    In fact, IFTTT can help optomize all of your business needs, from mass emails to data entry. We can even turn the lights on when you enter your office, which is pretty cool too. Join today and see how IFTTT enhances over 600 online services.

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    What is DocuSign?

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    DocuSign is an electronic signature app that enables you to sign and send documents online. It is a cloud-based tool that is ideal for signing a wide range of documents, including contracts, legal agreements, applications, and more.

    With DocuSign, you don't need to print, sign, and scan documents manually. Instead, you can sign and send documents electronically from practically any device with an internet connection.

    For those worried about giving unwanted access to documents, DocuSign enables you to manage the entire signing process securely and quickly. DocuSign prides itself on its cloud-based cybersecurity, which restricts employee and third-party viewing of any document you submit.

    Benefits of using DocuSign

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    Above all, DocuSign makes using digital signatures a viable option for modern businesses. With DocuSign, you can:

    • Create legally binding documents with ease

    • __Automate the signature request process __

    • Receive real-time notifications when a signature is requested or sent

    • Maintain an audit trail of individual signers

    • Sign legally-binding documents with a secure, digital signature

    • And much more!

    DocuSign is compatible with many types of file options, including those that originate from Google Docs, Microsoft Word, and others. They offer a free trial for prospective users but also include a variety of upgrade paths to suit small business owners up to corporations.

    Overall, using DocuSign is an efficient way to collect electronic signatures and ensure that such documents are signed securely. We believe DocuSign is an excellent addition for businesses tasked with onboarding new employees, or that have constant paperwork to fill.

    How to use DocuSign:

    Step 1: Create an Account


    First, you'll need to create a DocuSign account. This process is quick and straightforward. Just visit the DocuSign website and select the "Sign Up" button. You'll be prompted to create a username and password and provide some basic information.

    Step 2: Upload Your Document


    Once you've created your account, you'll need to upload the document you need to sign. You can do this by selecting the "New Document" button and browsing to the location of the document. Docusign supports a wide range of file types, including PDF, Word, and Excel.

    Step 3: Add Your Signature

    Next, add your signature to the document. You can do this by selecting the "Sign" button and choosing the location where you want to add your signature. You can also add other types of fields, such as initials, dates, and checkboxes.

    Step 4: Send the Document


    After you've added your signature and any other necessary fields, it's time to send the document. You can do this by selecting the "Send" button and entering the email address of the person or people who need to sign the document. You can also add a message and set the expiration date for the document.

    Step 5: Sign the Document

    The person or people you've sent the document to will receive an email notification with a link to the document. They can then sign electronically by following the on-screen instructions.

    Docusign with IFTTT

    As if it wasn't already convenient enough, you can use IFTTT to connect DocuSign with a wide range of apps and services. Our integrations allow you to automate tasks, such as sending payment requests or contracts, making Docusign that much more useful for businesses and individuals.

    What is IFTTT?

    IFTTT (If This Then That) is an automation platform that helps you save time by connecting different apps, services, and devices. With IFTTT, you can create "recipes" to trigger automated tasks. For example, if somebody signs a document on DocuSign, you can use IFTTT to have the data automatically sent to your accounting system.

    To get started with IFTTT and DocuSign, simply select the "My Applets" tab on the IFTTT website and search for "DocuSign". You should then see a list of available integrations and recipes that you can use.

    Our DocuSign Integration Favorites

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    Create DocuSign signature requests from new appointments in Acuity Scheduling

    With this applet, users can link their Acuity Scheduling account to their DocuSign account and set up a trigger that will send a contract or agreement to a client when they book an appointment.

    This integration eliminates time-consuming paperwork and allows users to smoothly coordinate with clients while streamlining the entire process.

    Create DocuSign signature requests for new rows in Google Sheets

    This applet connects the user's Google Sheet and DocuSign accounts, allowing them to automatically generate documents and send them out whenever a row is added.

    This helps take the bore out of tedious administrative tasks and increases the efficiency of your workflow. It can also assist in sending out multiple requests and allow you to collect signatures from different sources.

    Create tasks in Todoist when envelopes are sent in DocuSign

    Here's our personal favorite; this applet will automatically add a task in Todoist when a contract is sent to a signer. By creating new reminders through Todoist, one will never forget to check back on the paperwork once it's filled.

    Don't leave your employees or clients hanging. Make sure to always have a speedy response to your signer with this Applet.

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