Resources | DocuSign

About DocuSign

DocuSign lets you sign documents electronically and easily send documents for electronic signature in just minutes Whether you’re in an office, at home, on-the-go—or even across the globe. It’s safe, secure, and legally binding.

Your office admin will set up your account. An email will be sent to your coldwellbankerelite.com email address with your initial log in credentials.

Getting Started:

Upload Your Documents

  • Simply upload Microsoft Word, PDF, or other common document formats from your computer, or popular file-sharing sites like Box, Dropbox, Google Drive, and OneDrive.

Add Who Needs to Sign

  • Add the names and email addresses of your signers and other recipients, and even specify the order of signing.

Place Tags and Send

  • Drag and drop DocuSign tags to indicate where you need a signature, initial, or dates. You can also add standard or custom data fields for signers to fill in. Then click Send and DocuSign will email a link to recipients where they can access the document. Once the document is complete it’s stored securely for easy retrieval.

Tutorial

 
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DocuSign Resources

 

DocuSign Website Video: DocuSign Tour Video: Managing Envelopes
Video: Sending Envelopes Video: Using Dashboards Video: Using Templates


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DocuSign Contact Person

Marilyn Clifton

 

DocuSign Technical Support: 866.219.4318

 

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