How can I include a DocuSign link in my email

Electronic signatures have become an essential tool for businesses and individuals alike, offering convenience, security, and efficiency. One popular platform for electronic signatures is DocuSign, which allows users to easily sign and send documents electronically. We will provide a quick guide on how to add a DocuSign link to your emails, enabling recipients to sign documents with just a few clicks.

We will cover:

  • The benefits of using DocuSign for electronic signatures
  • How to create a DocuSign account
  • Adding a DocuSign link to your email
  • Customizing the email message and subject line
  • Tracking the status of signed documents

By following this guide, you will be able to streamline your document signing process and save valuable time for both yourself and your recipients.

Content
  1. Use the DocuSign platform to easily add a link for email document signing
    1. Step 1: Sign up for a DocuSign account
    2. Step 2: Prepare your document for signing
    3. Step 3: Upload your document to DocuSign
    4. Step 4: Create a signing link
    5. Step 5: Insert the signing link into your email
    6. Step 6: Send and track your document
  2. Sign up for a DocuSign account to access the necessary tools
  3. Add a DocuSign link to your email for easy document signing
  4. Upload the document you want to add a signing link to
    1. Step 1: Access your DocuSign account
    2. Step 2: Click on "Upload" or "New Document"
    3. Step 3: Select the document from your computer
    4. Step 4: Review and configure document settings (optional)
    5. Step 5: Save and finalize the upload
  5. Select the "Send for Signature" option in DocuSign
  6. Customize the email message that will be sent with the signing link
  7. Include the recipient's email address and any additional information required
  8. Review and confirm the details of the document signing request
  9. Send the email with the embedded signing link to the recipient
    1. Step 1: Prepare your document for signing
    2. Step 2: Access the email template
    3. Step 3: Customize the email message
    4. Step 4: Add the signing link
    5. Step 5: Preview and send the email
  10. The recipient will receive an email with instructions on how to sign the document
  11. Once the recipient clicks the signing link, they will be directed to the document
    1. Step 1: Prepare your document
    2. Step 2: Access DocuSign
    3. Step 3: Upload your document
    4. Step 4: Generate the signing link
    5. Step 5: Copy the signing link
    6. Step 6: Insert the signing link in your email
    7. Step 7: Send your email
  12. The recipient can then review and sign the document electronically
    1. Step 1: Create a DocuSign Account
    2. Step 2: Upload Your Document to DocuSign
    3. Step 3: Create and Customize Your Email
    4. Step 4: Add the DocuSign Link to Your Email
    5. Step 5: Send Your Email with the DocuSign Link
  13. Once the document is signed, it will be securely stored in your DocuSign account
    1. Step 1: Create a DocuSign Account
    2. Step 2: Prepare Your Document
    3. Step 3: Upload Your Document to DocuSign
    4. Step 4: Generate the DocuSign Link
    5. Step 5: Insert the DocuSign Link in Your Email
  14. You will receive a notification when the document is signed and completed
    1. Step 1: Access your DocuSign account
    2. Step 2: Upload your document
    3. Step 3: Add recipient email address
    4. Step 4: Customize the email message
    5. Step 5: Add a DocuSign signing link
  15. Access the signed document in your DocuSign account for further actions or archiving
  16. Frequently Asked Questions
    1. 1. What is DocuSign?
    2. 2. How can I add a DocuSign link to my email for document signing?
    3. 3. Is DocuSign secure?
    4. 4. Can I track the status of documents sent through DocuSign?

Are you tired of the hassle of printing, signing, and scanning documents? Look no further! With the DocuSign platform, you can streamline the document signing process by adding a simple link to your emails. This quick guide will walk you through the steps to effortlessly incorporate this feature into your workflow.

Step 1: Sign up for a DocuSign account

If you haven't already, the first step is to sign up for a DocuSign account. Head to the DocuSign website and follow the instructions to create your account. It's a straightforward process that requires basic information and email verification.

Step 2: Prepare your document for signing

Now that you have your DocuSign account set up, you need to prepare the document you want your recipients to sign. This can be any type of document, such as a contract, agreement, or even a permission slip. Ensure that the document is properly formatted and ready for electronic signatures.

Step 3: Upload your document to DocuSign

Once your document is ready, login to your DocuSign account and navigate to the dashboard. From there, click on the "New" button and select "Upload a Document." Choose the file from your computer and give it a descriptive name. DocuSign will automatically convert your document into a format that can be signed electronically.

Now it's time to generate the signing link that you will include in your email. Locate the document you just uploaded in your DocuSign dashboard and click on it. In the document view, you will find an option to "Create Signing Link." Click on it to generate a unique URL that will direct your recipients to the document for signing.

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With the signing link ready, open your email client or platform and compose a new email. Craft a concise and clear message explaining the purpose of the email and the document that needs to be signed. Highlight the importance of the recipient's prompt action and insert the signing link using a strong call-to-action, such as "Click here to sign the document."

Step 6: Send and track your document

Before hitting the send button, double-check all the details and attachments in your email. Once you are satisfied, send the email to your recipient(s). DocuSign will automatically track the progress of the document, notifying you when it has been viewed, signed, or if any actions are required.

That's it! By following these simple steps, you can easily incorporate DocuSign's email document signing feature into your workflow. Say goodbye to the hassle of printing, signing, and scanning documents, and embrace the efficiency and convenience of electronic signatures.

Sign up for a DocuSign account to access the necessary tools

Before you can start adding a DocuSign link for easy email document signing, you need to sign up for a DocuSign account. DocuSign is an electronic signature platform that allows users to sign and send documents securely and efficiently.

To sign up for a DocuSign account, follow these steps:

  1. Go to the DocuSign website at www.docusign.com.
  2. Click on the "Sign Up" button located at the top right corner of the page.
  3. Fill in your personal information, including your name, email address, and desired password.
  4. Choose your role (e.g., sender, signer, or both) and click on the "Continue" button.
  5. Follow the prompts to verify your email address and complete the account setup process.

Once you have signed up for a DocuSign account, you will have access to the necessary tools and features to add a DocuSign link for easy email document signing.

Now that you have a DocuSign account, you can add a DocuSign link to your email to make it easy for recipients to sign documents. Here's how:

  1. Compose a new email or open an existing one in your preferred email client.
  2. Identify the section of the email where you want to add the DocuSign link.
  3. Highlight the text or image that you want to turn into the DocuSign link.
  4. Click on the "Insert Link" or "Hyperlink" button in your email client's toolbar.
  5. In the link URL field, paste the URL of the document you want recipients to sign using DocuSign. This URL can be obtained by uploading the document to your DocuSign account and generating a signing link.
  6. Click on the "Insert" or "OK" button to add the DocuSign link to your email.

By adding a DocuSign link to your email, recipients can easily access the document and sign it electronically using the DocuSign platform. This saves time and eliminates the need for printing, scanning, and mailing physical documents.

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Remember to clearly explain to the recipients how to use the DocuSign link and provide any necessary instructions or guidance to ensure a smooth signing process.

Uploading the document you want to add a signing link to is the first step in streamlining the document signing process with DocuSign. Follow these simple steps to get started:

Step 1: Access your DocuSign account

If you don't have a DocuSign account yet, sign up for a free trial or create a new account. Once logged in, you'll be directed to the DocuSign dashboard.

Step 2: Click on "Upload" or "New Document"

Look for the "Upload" or "New Document" button on the dashboard. Depending on the version of DocuSign you are using, the button may be located in different places. Clicking on this button will open a file explorer window.

Step 3: Select the document from your computer

Navigate to the location on your computer where the document you want to add a signing link to is saved. Select the file and click "Open" or "Choose" to start the uploading process.

Step 4: Review and configure document settings (optional)

Once the document is uploaded, you may choose to review and configure the document settings. This includes specifying the signing order, setting reminders, adding recipients, and more. These settings can be modified later if needed.

Step 5: Save and finalize the upload

After reviewing the document settings, click "Save" or "Finish" to complete the upload process. The document will now be available in your DocuSign account, ready to be shared and signed using a unique signing link.

By following these steps, you have successfully uploaded the document and are now ready to proceed with adding a signing link for easy email document signing using DocuSign.

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Select the "Send for Signature" option in DocuSign

Once you have logged in to your DocuSign account, navigate to the document you want to send for signature. Click on the "Send for Signature" option to initiate the process.

If you want to provide a personalized touch to the email message containing the signing link, you can customize it according to your preferences. By doing so, you can ensure that the recipients have all the necessary information and instructions to easily sign the document.

To customize the email message, follow these steps:

  1. Step 1: Log in to your DocuSign account and navigate to the Templates section.
  2. Step 2: Select the template that you want to add the signing link to.
  3. Step 3: Click on the Edit button for the selected template.
  4. Step 4: In the template editor, locate the Email Subject and Email Message fields.
  5. Step 5: Edit the email subject to provide a clear and concise description of the document.
  6. Step 6: Customize the email message to include any additional instructions or information you want the recipients to know.
  7. Step 7: Save the changes to the template.

Once you have customized the email message, every time you send out the document for signing, the recipients will receive a personalized email with the signing link. This will make the signing process more effortless and convenient for them.

Include the recipient's email address and any additional information required

When adding a DocuSign link for easy email document signing, it is important to include the recipient's email address and any additional information required. This ensures that the recipient receives the document and knows what is expected of them.

Review and confirm the details of the document signing request

Before adding a DocuSign link to your email for easy document signing, it is important to review and confirm the details of the document signing request. This ensures that everything is accurate and in order before sending it out to the recipient.

Here are the steps to review and confirm the details:

  1. Check the document: Go through the document to make sure it is complete and all necessary information is included. Verify that the document is in the correct format and that it is ready for signing.
  2. Verify the recipient's information: Ensure that the recipient's name and email address are correct. Double-check any additional details that may be required, such as their title or company name.
  3. Confirm the signing order: If there are multiple signers involved, confirm the signing order. Make sure that the sequence is accurate and that each signer is assigned the correct role.
  4. Set the signing deadline: Determine the deadline for signing the document. This ensures that the recipient knows when they need to complete the signing process.

After carefully reviewing and confirming the details, you can proceed to add the DocuSign link to your email. This link will provide a convenient and secure way for the recipient to sign the document electronically.

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Remember, taking the time to review and confirm the details beforehand can help prevent any potential errors or delays in the document signing process. It ensures a smooth and efficient experience for both you and the recipient.

When using DocuSign, you have the option to send an email to your recipient with an embedded signing link. This makes it incredibly convenient for the recipient to open the email and immediately start signing the document.

To add a DocuSign link for easy email document signing, follow these steps:

Step 1: Prepare your document for signing

  • Open your document in DocuSign.
  • Review the document and make any necessary edits or additions.
  • Ensure that all the necessary fields are marked for signature or completion.
  • Save your changes.

Step 2: Access the email template

  1. Go to the DocuSign dashboard.
  2. Select the document you want to send.
  3. Click on the "More" options button.
  4. Choose "Send for Signature" from the dropdown menu.
  5. Click on "Edit" next to the email template.

Step 3: Customize the email message

Within the email template, you can customize the subject line and the body of the email. Make sure to include clear instructions for the recipient on how to access and sign the document.

Pro Tip: Keep your email message concise and to the point. Avoid overwhelming the recipient with too much information.

To include the signing link in the email, place your cursor where you want the link to appear.

Then, click on the "Insert" button in the email template toolbar. From the dropdown menu, select "Signing Link".

The signing link will be inserted at the cursor position. You can further customize the text or formatting of the link if desired.

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Step 5: Preview and send the email

Before sending the email, it's crucial to preview it to ensure everything looks as intended. Use the preview feature to review the email's content, including the embedded signing link.

Once you are satisfied with the email, click on the "Send" button to deliver it to the recipient.

That's it! The recipient will receive the email with the embedded signing link and can quickly and easily sign the document using DocuSign.

The recipient will receive an email with instructions on how to sign the document

When you add a DocuSign link to your email, the recipient will receive a notification email with clear instructions on how to sign the document. This makes it extremely convenient for them to review and complete the signing process without any confusion or additional steps.

By including a DocuSign link in your email, you can streamline the document signing process and ensure that it is hassle-free for both you and the recipient. Here's how you can easily add a DocuSign link to your email:

  1. Access your DocuSign account: Log in to your DocuSign account or sign up for a new account if you don't have one already.
  2. Create or upload your document: Within your DocuSign account, create a new document or upload an existing document that requires a signature.
  3. Prepare the document for signing: Add signature fields, initials, or any other required fields to the document as per your specific needs.
  4. Generate the signing link: Once your document is ready, generate the signing link provided by DocuSign.
  5. Compose your email: Open the email client or platform you use and compose a new email.
  6. Insert the DocuSign link: In the body of your email, insert the generated signing link provided by DocuSign. You can highlight the link text or use a call-to-action button to make it more prominent and clickable.
  7. Personalize your email: Customize your email by adding a subject line, introduction, and any additional information or instructions for the recipient.
  8. Send the email: Once you are satisfied with your email, click the "Send" button to deliver it to the recipient.

That's it! The recipient will now receive an email containing the DocuSign link, which they can simply click to access the document and complete the signing process. With this quick and straightforward method, you can save time, eliminate the need for physical paperwork, and ensure a smooth document signing experience for all parties involved.

Once the recipient clicks the signing link, they will be directed to the document

Adding a DocuSign link to your email can greatly simplify the process of getting documents signed. With just a click, your recipients will be taken directly to the document, eliminating the need for them to navigate through multiple pages or download any files. Here's a quick guide on how to add a DocuSign link for easy email document signing:

Step 1: Prepare your document

Before you can add a DocuSign link, make sure your document is ready for signing. This includes properly formatting the document, adding signature fields, and any other necessary information. Once your document is prepared, save it in a compatible format (such as PDF) for easy uploading to DocuSign.

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Step 2: Access DocuSign

Go to the DocuSign website and sign in to your account. If you don't have an account yet, you can easily create one by following the registration process.

Step 3: Upload your document

Once logged in, navigate to the "My Documents" section and click on the "Upload" button. Select the prepared document from your computer and wait for it to finish uploading. Make sure to give your document an appropriate title for easy identification.

After the document has been uploaded, click on it to open the document details. On the document details page, locate the "Get Signing Link" option and click on it. A unique signing link will be generated for your document.

Once the signing link is generated, simply click on the "Copy" button to copy it to your clipboard. This link will be used to direct recipients to the document for signing.

Open your email client or platform and create a new email. Compose your email message as desired, and then paste the signing link into the body of the email. You can add additional instructions or a brief explanation of the signing process to guide your recipients.

Step 7: Send your email

Once you have inserted the signing link into your email, review the email content for any errors or omissions. Ensure that the email is addressed to the correct recipients and contains all necessary information. When you're ready, hit the "Send" button to deliver the email with the DocuSign link to your recipients.

That's it! By following these simple steps, you can easily add a DocuSign link to your email and streamline the document signing process. Your recipients will appreciate the simplicity and convenience of signing documents with just a click, saving time and effort for both parties involved.

The recipient can then review and sign the document electronically

Step 1: Create a DocuSign Account

To add a DocuSign link for easy email document signing, you will need to create a DocuSign account if you don't already have one. Simply visit the DocuSign website and sign up for an account. It's quick, easy, and free!

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Step 2: Upload Your Document to DocuSign

Once you have your DocuSign account set up, you will need to upload the document that you want to send for electronic signing. DocuSign supports a wide range of document formats including PDF, Word, and Excel.

To upload your document, log in to your DocuSign account and click on the "New" button. Select "Upload a Document" and choose the file from your computer. Give your document a name and click "Upload" to add it to your DocuSign account.

Step 3: Create and Customize Your Email

After uploading your document, you will need to create a customized email that will be sent to the recipient. This email will contain the DocuSign link for them to review and sign the document electronically.

To create your email, navigate to the "Templates" section in your DocuSign account and click on "New Template." Fill in the required fields such as the recipient's name and email address. You can also add a personalized message to the email.

Now it's time to add the DocuSign link to your email. To do this, click on the "Add Field" button in the email editor and select "Signature" or "Initials" field. Place the field in the desired location within your email.

Next, click on the field to customize it. You can change the size, font, and color of the field to match your email's design. Once you're satisfied with the customization, save the changes.

With everything set up, it's time to send your email with the DocuSign link. Double-check all the details and make sure the recipient's email address is correct.

Click on the "Send" button, and DocuSign will send the email to the recipient. They will receive an email notification with the DocuSign link, allowing them to review and sign the document with just a few clicks.

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It's as simple as that! By following these steps, you can easily add a DocuSign link to your email for convenient and secure electronic document signing.

Once the document is signed, it will be securely stored in your DocuSign account

Adding a DocuSign link to your emails can greatly simplify the process of getting documents signed. With just a few simple steps, you can enable recipients to sign your documents electronically, saving time and eliminating the need for printing, scanning, or faxing.

Step 1: Create a DocuSign Account

If you haven't already, start by creating a DocuSign account. Visit the DocuSign website and sign up for a free trial or choose a subscription plan that suits your needs. Once your account is set up, you'll have access to all the features and tools offered by DocuSign.

Step 2: Prepare Your Document

Before adding the DocuSign link to your email, make sure you have the document you want to send ready. This could be a PDF, Word document, or any other file format that DocuSign supports. Ensure that the document is properly formatted and contains all the necessary fields for the recipient to fill out or sign.

Step 3: Upload Your Document to DocuSign

Log in to your DocuSign account and navigate to the "My Docs" section. Click on the "Upload" button and select the document you want to send for signing. Once the document is uploaded, you can add fields such as signature lines, checkboxes, or text boxes to indicate where the recipient should sign or provide information.

After you have prepared and uploaded your document, DocuSign will generate a unique URL (link) that you can include in your email. This link will direct the recipient to the document for signing. To obtain the link, select the document in your DocuSign account, and click on the "Get Link" or "Copy Link" option. The link will be automatically copied to your clipboard.

Open your email draft or create a new email message. Position your cursor where you want the DocuSign link to appear and paste the copied link using the "Ctrl + V" keyboard shortcut or right-click and select "Paste." You can also use the "Insert Link" option in your email editor and paste the DocuSign link there. Make sure to add a clear and concise call-to-action, such as "Click here to sign the document," to prompt the recipient to click on the link.

Remember to double-check your email for any spelling or formatting errors before sending it to the recipient. It's also a good practice to include a brief explanation of the document and any instructions or deadlines associated with the signing process.

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Once the recipient receives your email and clicks on the DocuSign link, they will be directed to the document where they can review and sign it electronically. The signed document will then be securely stored in your DocuSign account, ensuring easy access and retrieval whenever needed.

So, by adding a DocuSign link to your emails, you can streamline the document signing process, reduce paperwork, and improve efficiency for both you and your recipients. Give it a try and experience the convenience of electronic document signing with DocuSign!

You will receive a notification when the document is signed and completed

One of the great features of using DocuSign for document signing is the ability to receive instant notifications when a document has been signed and completed by the recipient. This ensures that you are always kept up to date on the progress of your documents, and allows you to take immediate action if needed.

To enable this feature, simply follow the steps below:

Step 1: Access your DocuSign account

If you haven't already, log in to your DocuSign account using your credentials.

Step 2: Upload your document

Once you are logged in, navigate to the Documents section and click on the "Upload" button to select the document you want to send for signing.

Step 3: Add recipient email address

After uploading the document, you will be prompted to add the recipient's email address. Enter the email address of the person you want to send the document to for signing.

Step 4: Customize the email message

Customize the email message that will be sent to the recipient along with the document. You can provide instructions or any additional information that may be necessary.

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To make it even easier for the recipient to sign the document, you can add a DocuSign signing link directly in the email. This link will take the recipient directly to the document for signing, eliminating the need for them to navigate through multiple pages.

To add the DocuSign signing link, use the following format:

<a href="https://www.docusign.com/signinglink">Click here to sign the document</a>

Replace "https://www.docusign.com/signinglink" with the actual signing link provided by DocuSign.

Once the recipient receives the email, they can simply click on the provided link to access the document and sign it. This ensures a seamless and hassle-free signing process for both parties involved.

Remember, you will receive a notification as soon as the document is signed and completed by the recipient. This allows you to stay on top of your document workflow and take the necessary next steps.

By following these steps and adding a DocuSign signing link in your email, you can streamline your document signing process and ensure a quick and efficient turnaround time.

Access the signed document in your DocuSign account for further actions or archiving

Once your recipient has successfully signed the document using the DocuSign link, you can easily access the signed document in your DocuSign account. This allows you to take further actions, such as downloading the document, sharing it with others, or archiving it for future reference.

To access the signed document, follow these simple steps:

  1. Login to your DocuSign account using your registered email address and password.
  2. After logging in, you will be redirected to your DocuSign home page. Here, you can see an overview of your recent activities and documents.
  3. Locate the "Signed" tab on the left-hand side of the page and click on it. This will display a list of all the documents that have been signed and completed.
  4. Scroll through the list or use the search bar to find the specific document you are looking for.
  5. Once you have found the document, click on it to open the document details page.
  6. On the document details page, you will find various options for managing the signed document. These options include downloading the document, sharing it with others, or archiving it for safekeeping.

By following these steps, you can easily access and manage the signed document in your DocuSign account. This ensures that you have full control over the document and can take any necessary actions without any hassle.

Frequently Asked Questions

1. What is DocuSign?

DocuSign is an electronic signature platform that allows users to easily sign and send documents securely through email.

To add a DocuSign link to your email, simply create a DocuSign account, upload your document, and generate a signing link. Then, copy and paste the link into your email.

3. Is DocuSign secure?

Yes, DocuSign uses industry-standard encryption and security protocols to ensure the safety and integrity of your documents and signatures.

4. Can I track the status of documents sent through DocuSign?

Yes, DocuSign provides real-time status updates and notifications, allowing you to track the progress of your documents and know when they have been signed.

If you want to discover more articles similar to How can I include a DocuSign link in my email, you can visit the Integration category.

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