If you are ready to learn how to become a real estate investor, download my FREE insider’s kit to real estate investing including a deal analyzer, direct mail pieces I use, and example contract: jeff-leighton.com/freetools
The algorithm has shined upon thee. Oh blessed art thou. The pilgrims have journeyed from far and wide to come witness ‘ How to Use Docusign | Step By Step Tutorial.’ We have seen it and it was beautiful. Amen.
Thank you for the detail video. Just one question. I have a simple agreement form for my customer to sign. I send the document/envelope to the buyer to sign. Does he need to a docusign account. How would he embed his signature. Thank you
Thank you, this video was very helpful. I had many unsuccessful attempts at DocuSign but followed your video at the same time filling out my document which was successful.
How do you keep your docs all together in Docusign, like pre-approval, broker docs, amendments and keep all the docs together per home address, easily to spit off to your managing broker?
I watched your video, but what do the letters and numbers mean on the bottom of the DocuSign and dose it change when you receive a new one to sign. Thank you Jeffry Holt
Hi Jeff. Thanks for the vid. I have 2 basic questions. 1) am I correct in assuming we should upload PDF rather than Word documents? If I upload a word doc will the recipient receive a PDF or word format document?
I always do PDF although I believe you can do word doc as well. The recipient would just get a form to sign, it wouldn’t be pdf or doc it would go through DocuSign.
Hah makes sense, I’ve gotten several of those comments. I think UA-cam just decided to promote it all over the place for some reason. I definitely don’t mind at all, wish they did that with all of my videos.
Hi Jeff. I am setting up a docusign document, the sender is blue fields and recipient is yellow fields. When I enter all the text, I get a problem when previewing. When viewing as the recipient, ALL text fields that i filled in as the sender (yellow) are blank in the preview. And vice versa. When viewing as sender, all the text I filled in on the recipient side (blue) is blank. Isn't this a problem? Then the recipient can't see any text fields I have filled in when reviewing to sign?
Hi, thanks for this video. I need docsign to be sent to 2 people to sign and one person to just read that , when first person sign then a copy goes to someone else to read the document and then sign by 2nd person . is it possible?
Any idea why when I sent my contract to the seller to sign, they couldn’t see any of the typed data? I used “Read Only” for every field that I typed data but I noticed you didn’t. Maybe that has something to do with it? Anyway, good video. Nice and short.
Hey how do I edit my contract in DocuSign? Before sending it for clients to sign. each contract that I have signed I need to add information but each contract varies on the information I need to enter
I did not understand how i would sign a contract I receive from you and am not a Docusign user. Meaning I dont have a digital signature handy in my device
Thanks for the easy step by step. Im starting a new job and wanted to know how to use this and it helped. I was just wondering if you get like a 30 page document that has to have a signature, do you just keep pressing the signature button and press where or is there a short cut to just keep adding them quicker?
Hi Jeff, how can I add a seal in an envelope? For example, I need to send Tom a contract. It demands Tom's signature and the Company's confirm (seal) I've already know about the signature, but how can I deal with the seal？ Should I download extra softwares for seal?
I upload one document for, after enabling field, When I check tablet and mobile view, the field moved above. I opened it in mail and opened same document in mobile. when click mobile friendly, the editable field going bit above. please help me
Hi, I don't see the same homepage as what you see, I just see a box with "drop documents here" and a dropdown to upload it which is not similar to the dropdown you have. I have a trial account - that might be a reason?
@@newsreader4321 Docu Sign? This is for signing Contracts, Agreements, Acknowledgement of receiving an order etc., basically any document that needs to be signed by two or more parties and will be done thru an electronic paper (as per his sample) and can be sign electronically without them having to print it out into a paper or sign by a pen. Two people from opposite corner of the globe can agree in writing not just verbally in seconds once the details were agreed. That is why we can save paper/trees on this innovation.
@@Antman_007 - I think it uses a script-looking font and creates an image. I don't think it requires anyone to upload a digital image of their signature.
Jeff, great video but I was wondering if you are anyone you know with a sole proprietor real estate company has used Docu sign Rooms? I was told only huge companies with hundreds of transactions have access to Rooms.
HELP PLEASE RESPOND. I received docusign email and accidentally put wrong initials on adopt and sign part i cant for the life of me figure out how to edit it before pressing finish
For a Text field, you can select "Validation" and choose "SSN" so that the signer is guided to input only 9 numbers. Moving to Formatting for that SSN Text field, you can also check "Hide text with asterisks". On the resulting PDF, only asterisks will show. This way, anyone getting a copy of the PDF won't be able to get the SSN value. However, you the Sender will be able to get the actual SSN number in the DocuSign web app.
Hi Jeff, Thanks for the Docusign info. Helpful. I will sign up with your link. Quick question. Before sending the doc to a client I noticed that the text fields can be edited once a client receives it. Any suggestions on that not to be the case and only need there signature back.
I have a document that needs to be filled out by the recipient how would I set up the document using DocuSign to allow the receipt to fill out the spaces needed before they sign it?
You would insert blank text boxes where you want the recipient to fill out the spaces. It can be found under Standard Fields called “text”. Hope that helps!
Dear Mr. Jeff, This is great help for me to solve many problem in my account department in time of Pandemic. you have described nicely with detail. i tried same process, it was successful. God bless you Mr. Jeff.
Hey, So outside of the signature add-ons and other text that you added, is the recipient able to add their own text to the contract or document as well?
If you assign the signer a text field to enter the text in, then it is there for them when they are in the signing experience. There are also other field types you can use (checkboxes, radio buttons, dropdowns, etc.). You can even use a "signer attachment" field to allow the signer to upload and attach a document (photo of insurance certificate, etc.).
Great tutorial, I have been using it for 2 years now a very great app. My question is how do you make it easy when you have several letters to be approved by one person, putting signature in every letter is so tiresome. Is there a simple way?
How do you: 1. Design a template where the sender adds variable info each time, and, 2. add fields that the receiver must fill in like name, address, etc. ?
Hi Jeff, how the signatures and initials are created in the first instance? Does docusign uses a unique ID plus some key (private key) to generate the signatures and initials?
all well and good. you did not mention that you are dragging the signature box, the initial box, the text box into the document. not having used it before, i feel that is the most important thing to tell someone and not move so quickly. it i don't know the program how would i know that that you have to number the box of recipients in order. so this is a brief video, but you are missing the basic of how to use doc u sign. explain the the screen and what the items mean. dragging and making a text box.
I need one final step it’s saying 1. Log in to DocuSign 2. Click START NOW 3. Add Documents 4. Select “i’m the only signer” and click SIGN 5. Drag & drop your signature I don’t see anything of that when im logged in . Please help😭
Jeff, Thank you for making this!! I am researching what “cloud” type company to use for our business. I manage a small RV park with long-term residents. We are about to open soon and I need to create our lease agreements and also a Rules and Regulations that I’ll need our residents to initial and sign. We like the idea of cloud storage because we don’t have an office per se (I live on site and work from my RV) Would this type of thing work for what I need? Would I have to create the documents first and then import them into DocuSign? Or is there a way to create documents within DocuSign once you have an account? thanks for any info you can offer!
Yes you could use DocuSign for this. I would create the basic document first and then import into DocuSign. Also, probably a long shot, but if the owner has any interest in selling the RV park I could be interested, I’m looking for different types of parks like that.
@@JeffLeighton1 thank you for the quick reply!! I sure appreciate it. Actually we are just now opening this park. Our open house is next week. The owner is still excited at this point. Lol. But yes it’s a very cool property in the Texas Hill County
You can do that but the sender has to include "Document Markup" before sending. See this page for additional info on it support.docusign.com/guides/ndse-user-guide-document-markup
Hi there. Great content! Anyway, I'm having issues on signing the docusign. I tried the option for upload signature. The signature turns out to be too small. I've tried to undo @ change signature option but it doesn't work. It's my first time using docusign. Would u happen to know how to solve this issue? 😭
Log into your DocuSign account, go to your avatar on upper right (picture or initials), choose My Profile. In your profile go to Signatures and delete the old one and add a new one.
The "envelope" isn't active until it has been "sent". During the creation process, you are free to modify it with all the tools available. You can add more documents, replace recipients, delete a document, etc. Once sent, it is very strictly controlled. As a signer, you want assurance that the documents you signed did not get modified by anyone after the fact.
Hey, thanks for the detailed video, can you please tell us, what if 2 people have to sign who belongs to the same party (meaning- one signing authority of say seller and two signing authorities of the buyer), how will we prepare the document in such a case of if such type of signing matrix is followed in a company..? looking forward.
AWESOME video instruction, something thought was "not possible" - multiple fill-in-the-blanks in a form, you showed it's much simpler and do-able. THANK YOU
If you are ready to learn how to become a real estate investor, download my FREE insider’s kit to real estate investing including a deal analyzer, direct mail pieces I use, and example contract:
jeff-leighton.com/freetools
Also, at 8:49 the caption says: "... similar to doctor sign" or is it 'similar to DocuSign"?
I have a question. I did everything here and then when the contract got to the client they couldn't see the information I wrote down. Any thoughts?
I am trying to figure that out too. Did you find the solution?
@@MatthewHouangvilay so you make the information yellow when you send it to client instead of blue that's seller
The algorithm has shined upon thee. Oh blessed art thou. The pilgrims have journeyed from far and wide to come witness ‘ How to Use Docusign | Step By Step Tutorial.’ We have seen it and it was beautiful. Amen.
Haha appreciate it. The UA-cam algorithm is all knowing.
I didnt even watch anything remotely related to this
UA-cam algorithm doing its thing haha...hope you enjoyed the vid!
Space Boi - Neither did I.... But it ended up on my history watch list as if I viewed it. Did this happen to you too?
Well this keeps appearing in my recommended, nlt mad but i wanna know why. Anyway, if no one else is asking, how are you Jeff?
Good thanks for asking...been getting a lot of comments about it, the video must be tending for some reason
Alright why the heck is this appears in my recommended tab multiple times?!
UA-cam has a mind of its own I guess...thanks for watching!
The algorithm strikes again
Nur Taufik Dian me too
Thanks for the directions on how to use docusign. Now I know how to do it.
i do not see the formatting tab whenever I go to add a Text box.
Thank you for the detail video. Just one question. I have a simple agreement form for my customer to sign. I send the document/envelope to the buyer to sign. Does he need to a docusign account. How would he embed his signature. Thank you
you said the link is below for docusign but it is not there.
They don’t have an affiliate link, they used to but for some dumb reason they don’t anymore. You’ll just need to sign up at their main site
Thank you, this video was very helpful. I had many unsuccessful attempts at DocuSign but followed your video at the same time filling out my document which was successful.
Thanks for watching!
How do you keep your docs all together in Docusign, like pre-approval, broker docs, amendments and keep all the docs together per home address, easily to spit off to your managing broker?
I watched your video, but what do the letters and numbers mean on the bottom of the DocuSign and dose it change when you receive a new one to sign. Thank you Jeffry Holt
Hi! are your free tools still available? the link isn't working
Try www.Jeff-leighton.com and check spam folder if you don’t get it
Can you explain about financial zoho crm
Docu sign can we use in financial crm?
Hi, Jeff, at 8:43 isn't the caption supposed to be "... and, yeah, you receive an email copy once everyone has signed.."?
Hi Jeff. Thanks for the vid. I have 2 basic questions. 1) am I correct in assuming we should upload PDF rather than Word documents? If I upload a word doc will the recipient receive a PDF or word format document?
I always do PDF although I believe you can do word doc as well. The recipient would just get a form to sign, it wouldn’t be pdf or doc it would go through DocuSign.
Thanks but when I go to sign my own document all of my contract is blank.
Mr J leighton ... i wanted to use your link to sign up for docusign ... ... no link ....
They don’t have an affiliate link for some reason so you have to go to DocuSign main website.
Happy UA-cam? I finally watch it!
Thanks!
나랑은 전혀 상관 없는데 왜 추천에 뜬 걸까.. 신비로운 알고리즘의 세계,,
I don't know what that means but thanks for watching!
@@JeffLeighton1 he's saying that the video has nothing to do with him but algorithm showed it to him anyway
@@JeffLeighton1 and actually, i dont understand why this video was in my recommendation too lol
Hah makes sense, I’ve gotten several of those comments. I think UA-cam just decided to promote it all over the place for some reason. I definitely don’t mind at all, wish they did that with all of my videos.
나만 그런게 아니구나ㅋㅋㅋㅋ
Hi Jeff. I am setting up a docusign document, the sender is blue fields and recipient is yellow fields. When I enter all the text, I get a problem when previewing.
When viewing as the recipient, ALL text fields that i filled in as the sender (yellow) are blank in the preview. And vice versa. When viewing as sender, all the text I filled in on the recipient side (blue) is blank.
Isn't this a problem? Then the recipient can't see any text fields I have filled in when reviewing to sign?
So you said you don't have to initial the contract ? Or can I always initial it just to be on the safe side?
Question, where it says total purchase price, is that what you're giving it to the end buyer for or what the seller of the house wants it for?
Hi, thanks for this video. I need docsign to be sent to 2 people to sign and one person to just read that , when first person sign then a copy goes to someone else to read the document and then sign by 2nd person . is it possible?
how do you get DocuSign in order to expire?
Is there an auto fill option? I’m used to DotLoop.
Before sending out a document. How can the document be protected from screenshots?
We're a K12 school We have a form to send out to parents requiring that they sign. How would docusign work?
Any idea why when I sent my contract to the seller to sign, they couldn’t see any of the typed data? I used “Read Only” for every field that I typed data but I noticed you didn’t. Maybe that has something to do with it? Anyway, good video. Nice and short.
I am trying to figure that out too. Did you find the solution?
Hopefully I can land this job interview I have tomorrow after studying and following this step by step tutorial. Thanks Jeff Leighton!
Good luck!
Omg same. One of my supposed job description is doing contracts via DocuSign. That's why I'm here 😊
I am not getting the pop up box on the side column to fill in the text. It doesn't seem so simple and straight forward on this end.
I just started a new job and knew nothing DocuSign until now. Thanks hero!
how do I get a copy of completion
Hi, I noticed that after signature there are a series of number below it. Is it possible to remove the series of number below signature?
Hi is there a way to add the initials automatically for all the pages except the last page in a contract with many pages?
What version of docusign do you have?
Can you use a topaz e signature to sign in person?
How can I send a copy to a buyer
Does the app offer protection?
You personal information plus an electronic signature online could be intercepted.
How DocuSign is incorporate with sage?
Hey how do I edit my contract in DocuSign? Before sending it for clients to sign. each contract that I have signed I need to add information but each contract varies on the information I need to enter
I did not understand how i would sign a contract I receive from you and am not a Docusign user. Meaning I dont have a digital signature handy in my device
How do you send with lines populated for them to fill in?
is this by Pro version only?
I have a Question - When creating a document how do I enable the document to not be editable to the sender ?
Hi Jeff, how do i duplicate multiple data fields across multiple recipients w/o using the bulk send option?
how do u integrated to forms and simplicity ?
Is there a way to save a document with fields for easy sending in the future?
Thanks for your explanation!
I still have one question, please.
How to sign the contract?
It is like I draw my signature or what?!
So I have to have a contract made already to do this ?
Thanks for the easy step by step. Im starting a new job and wanted to know how to use this and it helped. I was just wondering if you get like a 30 page document that has to have a signature, do you just keep pressing the signature button and press where or is there a short cut to just keep adding them quicker?
Hi Jeff, how can I add a seal in an envelope?
For example, I need to send Tom a contract.
It demands Tom's signature and the Company's confirm (seal)
I've already know about the signature, but how can I deal with the seal？
Should I download extra softwares for seal?
I upload one document for, after enabling field, When I check tablet and mobile view, the field moved above. I opened it in mail and opened same document in mobile. when click mobile friendly, the editable field going bit above. please help me
Hi, I don't see the same homepage as what you see, I just see a box with "drop documents here" and a dropdown to upload it which is not similar to the dropdown you have. I have a trial account - that might be a reason?
If I add more recipients would every contract be individual , I have 10 people who need to sign a contract n only 2 spots for people to sign
Ahhhhh yes, the algorithm does it again
hah thanks for watching!
I feel ya 😂
@@JeffLeighton1my dumb question: what is this used for? To buy a bottle of water in a store? srry Im trying to comprehend
@@newsreader4321 Docu Sign? This is for signing Contracts, Agreements, Acknowledgement of receiving an order etc., basically any document that needs to be signed by two or more parties and will be done thru an electronic paper (as per his sample) and can be sign electronically without them having to print it out into a paper or sign by a pen. Two people from opposite corner of the globe can agree in writing not just verbally in seconds once the details were agreed. That is why we can save paper/trees on this innovation.
@@booo8503 Very very well said sir! Have a nice day.
Jeff, how did you get the signature there . This information will be useful for the newbies. Thanks
When you click on the left side panel on the signature part it will prompt you to create a signature which you just type your name in.
@@JeffLeighton1 so if i am a seller Bob Seller in this case, do i upload a scanned image of my signature. and if so will this be stored in the cloud.
@@Antman_007 - I think it uses a script-looking font and creates an image. I don't think it requires anyone to upload a digital image of their signature.
How well does a DocuSign signature hold up in court?
Can I set up docusign as auto response email to the client after signing up a form?. Thanks for making this video.
Jeff, great video but I was wondering if you are anyone you know with a sole proprietor real estate company has used Docu sign Rooms? I was told only huge companies with hundreds of transactions have access to Rooms.
what if 2 people are selling it as a group or couple that needs to sign it?
Hi Jeff, great content, thanks , but can you please tell me, what is the format of the document that you uploaded, and can I make make one myself?
Mine was a pdf but you can upload any type of document (word, excel, etc)
Why cant my clients see my text on the documents I send them?
Why does my page not look like yours, and why is your Docusign format so much self explained?
thanks for the video, can we send a form or an excel document for signature too? or it should be only word or pdf document? thanks
Can you make 2 different people sign sending the request to the same email???
HELP PLEASE RESPOND. I received docusign email and accidentally put wrong initials on adopt and sign part i cant for the life of me figure out how to edit it before pressing finish
Would it be smart to add personal info like SSN?
For a Text field, you can select "Validation" and choose "SSN" so that the signer is guided to input only 9 numbers. Moving to Formatting for that SSN Text field, you can also check "Hide text with asterisks". On the resulting PDF, only asterisks will show. This way, anyone getting a copy of the PDF won't be able to get the SSN value. However, you the Sender will be able to get the actual SSN number in the DocuSign web app.
Hi Jeff, Thanks for the Docusign info. Helpful. I will sign up with your link. Quick question. Before sending the doc to a client I noticed that the text fields can be edited once a client receives it. Any suggestions on that not to be the case and only need there signature back.
I have a document that needs to be filled out by the recipient how would I set up the document using DocuSign to allow the receipt to fill out the spaces needed before they sign it?
You would insert blank text boxes where you want the recipient to fill out the spaces. It can be found under Standard Fields called “text”. Hope that helps!
Cn anyone tell how to encrypt the do u sign letter with an access code?
Dear Mr. Jeff, This is great help for me to solve many problem in my account department in time of Pandemic. you have described nicely with detail. i tried same process, it was successful. God bless you Mr. Jeff.
Glad it helped thanks for watching
Jeff - thanks so much, this was exactly what I needed. Your instructions were clear and easy to understand.
Thanks! Appreciate it!
Great video, but the subtitles are huge and I am unable to see how did you add the signature.
You explained so well!! Thank you.
I was having a hard time to figure out how this app work.
No prob! Thanks for watching!
Is it safe and secure to use, Jeff?
I’ve personally never had any issues with it and I’ve used it for years.
Hey, So outside of the signature add-ons and other text that you added, is the recipient able to add their own text to the contract or document as well?
If you assign the signer a text field to enter the text in, then it is there for them when they are in the signing experience. There are also other field types you can use (checkboxes, radio buttons, dropdowns, etc.). You can even use a "signer attachment" field to allow the signer to upload and attach a document (photo of insurance certificate, etc.).
@@JDK16 oh wow!! DocuSign is on it!! Thank you so much. I really appreciate your response.
Thanks for the tutorial! It was very easy to follow and understand!
Thanks. The send it to yourself aspect of the signature process always trips me up.
Thanks for watching
Great tutorial, I have been using it for 2 years now a very great app. My question is how do you make it easy when you have several letters to be approved by one person, putting signature in every letter is so tiresome. Is there a simple way?
Is that flipman's contract?
I got it from someone but I don’t think it was him. I’ve been using it for a while now.
@@JeffLeighton1 can you send me a copy?
Yes can you drop your email or DM me on Instagram with your email? Thanks
@@JeffLeighton1 ntaiwo617@gmail.com
Thanks so much you literally saved me the biggest headache
How do you: 1. Design a template where the sender adds variable info each time, and, 2. add fields that the receiver must fill in like name, address, etc. ?
Hi Jeff, how the signatures and initials are created in the first instance? Does docusign uses a unique ID plus some key (private key) to generate the signatures and initials?
When you create an account on docusign, it gives you the opportunity to create your electronic signature and initials.
thank you for the great information Jeff..
No prob!
all well and good. you did not mention that you are dragging the signature box, the initial box, the text box into the document. not having used it before, i feel that is the most important thing to tell someone and not move so quickly. it i don't know the program how would i know that that you have to number the box of recipients in order. so this is a brief video, but you are missing the basic of how to use doc u sign. explain the the screen and what the items mean. dragging and making a text box.
What id a client shares email with spouse?
I need one final step it’s saying
1. Log in to DocuSign
2. Click START NOW
3. Add Documents
4. Select “i’m the only signer” and click SIGN
5. Drag & drop your signature
I don’t see anything of that when im logged in . Please help😭
How do you add a signature, if you only selected one person to sign?
You would have to void the docusign and add a signer and re-send to both parties
Jeff,
Thank you for making this!! I am researching what “cloud” type company to use for our business. I manage a small RV park with long-term residents. We are about to open soon and I need to create our lease agreements and also a Rules and Regulations that I’ll need our residents to initial and sign. We like the idea of cloud storage because we don’t have an office per se (I live on site and work from my RV)
Would this type of thing work for what I need? Would I have to create the documents first and then import them into DocuSign? Or is there a way to create documents within DocuSign once you have an account?
thanks for any info you can offer!
Yes you could use DocuSign for this. I would create the basic document first and then import into DocuSign. Also, probably a long shot, but if the owner has any interest in selling the RV park I could be interested, I’m looking for different types of parks like that.
@@JeffLeighton1 thank you for the quick reply!! I sure appreciate it.
Actually we are just now opening this park. Our open house is next week. The owner is still excited at this point. Lol. But yes it’s a very cool property in the Texas Hill County
Sounds cool!
Bravo 👏, great refresher. Good show ol boi 👏
Thanks for this video bro. Big help!
No prob!
Hey!, how's it going? if I'm a recipient can I edit the document?. that's not clear. thanks
You can do that but the sender has to include "Document Markup" before sending. See this page for additional info on it support.docusign.com/guides/ndse-user-guide-document-markup
Thanks so much I was really struggling with this you made it so easy!
No prob! Thanks for watching!
i take trial version i cannot edit unfortunately
Hi there. Great content!
Anyway, I'm having issues on signing the docusign. I tried the option for upload signature. The signature turns out to be too small. I've tried to undo @ change signature option but it doesn't work. It's my first time using docusign. Would u happen to know how to solve this issue? 😭
Log into your DocuSign account, go to your avatar on upper right (picture or initials), choose My Profile. In your profile go to Signatures and delete the old one and add a new one.
Why can't you sign the document first then send it to Bob the seller? Why do you have to send it to yourself first?
The "envelope" isn't active until it has been "sent". During the creation process, you are free to modify it with all the tools available. You can add more documents, replace recipients, delete a document, etc. Once sent, it is very strictly controlled. As a signer, you want assurance that the documents you signed did not get modified by anyone after the fact.
I am looking for help on how to make changes to the recipient in a template and save them could someone help me?
Hey, thanks for the detailed video, can you please tell us, what if 2 people have to sign who belongs to the same party (meaning- one signing authority of say seller and two signing authorities of the buyer), how will we prepare the document in such a case of if such type of signing matrix is followed in a company..? looking forward.
AWESOME video instruction, something thought was "not possible" - multiple fill-in-the-blanks in a form, you showed it's much simpler and do-able. THANK YOU
Very doable and very simple thanks for watching!