How to Use DocuSign in Google Docs: A Step-by-Step Guide

In today’s fast-paced digital landscape, having the ability to sign documents online is crucial for productivity. DocuSign is a leading electronic signature solution that allows you to sign documents securely and efficiently. If you’re a Google Docs user looking to incorporate DocuSign into your workflow, you’re in the right place. This guide will walk you through the steps to use DocuSign in Google Docs, enhancing your document management process.

Step 1: Install the DocuSign Add-On

1. Open Google Docs: Start by opening a document in Google Docs where you want to add signatures.
2. Access Add-Ons: Click on the "Extensions" tab in the menu bar, then select "Add-ons" and click on "Get add-ons."
3. Search for DocuSign: In the Google Workspace Marketplace, type "DocuSign" in the search bar.
4. Install the Add-On: Click on the DocuSign add-on and hit the "Install" button. Follow the prompts to grant the necessary permissions for integration.

Step 2: Create or Upload Your Document

1. Prepare Your Document: If you haven’t already, create a new document or upload an existing one that requires signatures.
2. Add Signature Fields: To prepare for signing, click on the "Extensions" tab, select "DocuSign," and then choose "Sign with DocuSign." This will open the DocuSign sidebar.

Step 3: Send the Document for Signing

1. Select Recipients: In the DocuSign sidebar, enter the email addresses of the individuals who need to sign the document. You can add multiple recipients and specify their signing order.
2. Choose Signer Actions: For each recipient, specify what action they need to take, such as "Sign," "Approve," or "Review."
3. Insert Signature Fields: Drag and drop the signature fields into the document where each signer needs to sign. You can also add date fields and other necessary information.

Step 4: Finalize and Send the Document

1. Review Your Document: Double-check the placement of the signature fields and recipient details to ensure everything is correct.
2. Send for Signature: Once satisfied, click on the "Send" button in the DocuSign sidebar. The document will be sent to the recipients for their signatures.

Step 5: Track and Manage Your Document

1. Track Document Status: After sending, you can track the status of the document directly within the DocuSign sidebar. You’ll be notified when recipients have viewed and signed the document.
2. Receive Completed Document: Once all parties have signed, you’ll receive a copy of the completed document via email, along with a secure audit trail.

FAQ

1. Is DocuSign secure?

Yes, DocuSign uses encryption and security protocols to ensure that your documents are safe and compliant with e-signature laws.

2. Can I use DocuSign for free?

DocuSign offers a free trial, but after that, a subscription is required for ongoing use.

3. Do I need a DocuSign account to use the add-on?

Yes, you will need to create a DocuSign account to use its services through Google Docs.

4. Can I use DocuSign on mobile devices?

Yes, DocuSign is compatible with mobile devices, allowing you to sign documents on the go.

5. What types of documents can I sign with DocuSign?

You can sign a wide range of documents, including contracts, agreements, and forms, making it versatile for various business needs.