For more information, please refer to the instructions below:
One of the integrations that NowInfinity have is DocuSign. This feature will allow clients to send documents to their clients for electronic signing. Clients have the option to either use their own DocuSign account or use NowInfinity DocuSign account. If clients want to use their own DocuSign account, please refer to the other manual titled: HOW TO INTEGRATE MY OWN DOCUSIGN ACCOUNT.
To know how your clients will use DocuSign to sign documents electronically, follow the steps below:
Step 1: An email will be sent to your clients. In the email they just need to click the button that says, “VIEW DOCUMENTS ONLINE”.
NOTE: Email templates can be customise. To know more on how to customise email templates, you may contact support at 07 5554 5398.
Step 2: They will automatically be routed to the DocuSign page. To start signing the document, tick the radio button that says, “I AGREE TO USE ELECTRONIC RECORDS AND SIGNATURES”. Then click on CONTINUE.
Step 3: Click START.
Step 4: After clicking Start, the client will be directed straightaway to the section where he/she needs to place his/her signature. Then click SIGN (with the arrow pointing down).
Step 5: They will a pop-up box which will allow them to select the style they want to use for their signature. If they want to use a different style, they can click the CHANG STYLE (1) button. If they want to draw they own signature, all they need to do is click DRAW (2). If the client has a signature template saved in their computer and want to use it, they can choose the option that says UPLOAD (3). Once they are done, click the button “ADOPT AND SIGN (4).
** NOTEOnce they have chosen the option to use, the system will automatically route them to the sections where they need to place their signature.
Step 6: Once they are done signing their part, to complete the process, click NEXT.
Step 7: Once completed, they will receive a notification.
**WHAT IF CLIENT CHOOSE THE OPTION DRAW, WHAT WILL HAPPEN?
Answer: If the client chooses the option to draw their own signature, they will get a blank space where they can draw their signature. Then follow the steps above to complete.
**WHAT IF THE CLIENT WANTS TO USE THEIR OWN SIGNATURE THAT IS ALREADY SAVED IN THEIR COMPUTER?
Answer:if the client decided to use a signature template, then they can choose the option UPLOAD and choose the button UPLOAD YOUR SIGNATURE.
**WHAT IF CLIENT CHOOSES TO SIGN THE DOCUMENTS MANUALLY. HOW WILL HE/SHE DO IT?
Answer: If the client decided to sign it manually, they will need to follow the steps below:
Step 1: Once they are in the DocuSign page, instead of ticking the radio button agreeing to use electronic signature, go to OTHER ACTIONS and choose PRINT AND SIGN.
Step 2: Then they will need to choose how they will return the signed documents. The choices are:
Step 3: Once they were done choosing what option to use, they will get another pop-up, this time to allow them to download the documents.