Mastering the Art of DocuSign on Android: A Comprehensive Guide
In the digital age, with businesses going remote, paperless transactions are increasingly becoming the norm. As part of this shift, tools like DocuSign have proven instrumental. However, many are still finding their feet in this digital landscape, particularly in handling such tools on different platforms. In this guide, we will navigate the question: How to use DocuSign on Android?
Introduction
Using the tool DocuSign on your android device is very important, and benefits you and your company in a lot of ways. It allows you to sign, send and handle documents digitally, and you can do all of this right from your android device, no matter where you are or what time it is. Read on to understand in detail the way in which you can use DocuSign on android by creating new documents and managing old ones.
1. How to Download and Install DocuSign on Android
The first step in our journey is to download and install the DocuSign application on your Android device.
1. Access Google Play Store: Open the Google Play Store application on your Android device. This platform hosts all the Android-compatible applications available for download, including DocuSign.
2. Search for DocuSign: Once inside, type “DocuSign” into the search bar at the top of the screen.
3. Download and Install: After locating the app, click on the “Install” button. It’s as simple as that!
After installing, now it is time to set up an account and understand the tool.
2. Setting Up an Account on DocuSign
After installing DocuSign, you can either log into a previously existing account or create a new one.
2.1. Creating a New Account
1. Launch the App: Start the DocuSign app by tapping on its icon.
2. Sign Up: On the home screen, you’ll see the “Sign Up” button. Tap on it.
3. Enter Your Details: Follow the on-screen instructions, entering your email address and setting a secure password.
4. Agree to Terms and Conditions: Make sure to read the terms and conditions before checking the agreement box.
And with that, you have created a DocuSign account.
2.2. Logging in With an Existing Account
If you’ve used DocuSign before and have an account, just click on the “LogIn” button on the home screen and enter your credentials.
Now, with your account up and running, it’s time to learn how to navigate through the app’s interface.
3. Understanding the DocuSign Interface on Android
Trying to understand and learn a new app might be daunting for some, but let’s make it easier for you to understand DocuSign.
3.1. Home Screen Overview
The Home Screen is where you’ll find quick access to essential features:
– Inbox: This is where you’ll find documents sent to you for your signature.
– Documents: Here, you’ll see a list of all the documents you’ve worked with.
– Templates: This section allows you to create and manage reusable templates for commonly used documents.
– Profile: This is where you can access and modify your account settings.
3.2. Creating and Managing Documents
The Documents section includes options to create new documents or manage existing documents.
4. How to Use DocuSign on Android to Create and Manage Documents
Now, you are ready to start working with DocuSign on your android device.
4.1. Creating a New Document
1. Navigate to the Documents Section: From the home screen, tap on “Documents.”
2. Create a New Document: Tap on the “+ ” button and select “Create Document.”
3. Select Document Type: Choose the type of document you want to create, be it a contract, agreement, or something else.
4.2. Managing Existing Documents
You can also manage your existing documents:
– Open a Document: To open a document, tap on its name in the “Documents” list.
– Edit a Document: To edit, open the document and tap the “Edit” button. Here you can add or delete text, insert signature fields, etc.
5. How to Sign a Document on Android Using DocuSign
DocuSign enables you to sign documents digitally. See how you can add your signature to a document using DocuSign on your android device.
5.1. Opening a Document
The first step to signing a document is, of course, to open it. As already mentioned, this can be done from the “Documents” list.
5.2. Adding a Signature
Once you have your document open:
1. Tap the Signature Field: This will open a dialog box.
2. Create a Signature: If it’s your first time, you’ll be prompted to create a signature. Use your finger or a stylus to sign on the screen.
3. Save and Insert Signature: Once you’re happy with your signature, save it. It will be inserted into the document.
5.3. Saving the Signed Document
Once you’ve inserted your signature:
1. Tap on the Checkmark: This will prompt a dialog asking if you want to finish the signing process.
2. Tap on “Finish”: This will save the document with your signature.
And now, you have finished mastering the most important feature of DocuSign- signing documents digitally.
FAQs
1: Can I use DocuSign on other platforms apart from Android?
Answer: Yes, you can. DocuSign is available on iOS and can be accessed via a web browser as well.
2: Is my signature secure with DocuSign?
Answer: Absolutely! DocuSign takes security seriously and uses strong encryption to protect your signature and documents.
3: Can I send the signed document via email?
Answer: Yes, you can. After signing a document, there’s an option to email it directly from the app.
4: Can I work with multiple signatures on DocuSign?
Answer: Yes, DocuSign allows you to create and manage multiple signatures.
5: Is it possible to sign a document offline?
Answer: Unfortunately, no. You need an internet connection to sign documents with DocuSign.
6: Are there premium features available on DocuSign?
Answer: Yes, there are. DocuSign offers a range of premium features for advanced needs, including additional templates, custom branding, and more.
Conclusion
Making use of a new tool or application on your device might seem like a scary idea initially, but once you’ve understood the concept, it becomes pretty easy for you to use, and is very helpful. It is very user-friendly, and has a variety of features that make it handy for anyone wanting to manage documents online.
External Links/ Sources:
Sending Documents with DocuSign
How to use DocuSign to send or add your digital signature to important documents