How to send a DocuSign envelope?

Introduction to Digital Signatures

Digital signatures have revolutionized the way businesses and individuals sign documents, making it faster, more secure, and efficient. One of the leading platforms for digital signatures is DocuSign, which allows users to send, sign, and manage documents electronically. However, many users are still unclear about how to send a DocuSign envelope.

Preparing Your Document

Before sending a DocuSign envelope, you need to prepare your document. This includes uploading your document to the DocuSign platform, adding the recipient’s email address, and specifying the signing order. You can upload various types of documents, including PDFs, Word documents, and Excel spreadsheets.

Adding Recipients and Signing Order

Once your document is uploaded, you need to add the recipient’s email address and specify the signing order. You can add multiple recipients and assign different roles to each recipient, such as signer, approver, or recipient. The signing order is crucial, as it determines the order in which the recipients will receive the document for signing.

Adding Fields and Tags

To make the signing process easier and faster, you can add fields and tags to your document. Fields include text boxes, checkboxes, and radio buttons, while tags include signatures, initials, and dates. You can drag and drop these fields and tags onto your document, making it easy for recipients to fill out and sign.

Sending the Envelope

Once you have prepared your document, added recipients and signing order, and added fields and tags, you are ready to send the envelope. Simply click the “Send” button, and the document will be sent to the recipients via email. The recipients can then sign the document electronically, and the signed document will be stored in your DocuSign account.

Understanding DocuSign’s Limitations

While DocuSign is a popular platform for digital signatures, it has some limitations. One of the main limitations is its high cost, which can be a barrier for small businesses and individuals. Additionally, DocuSign’s pricing model can be complex and difficult to understand, making it hard for users to predict their costs. Another limitation is its slow service in long-tail regions, such as the Asia-Pacific (APAC) region, which includes countries like China, China Hong Kong, Singapore, Philippines, Malaysia, and Thailand.

eSignGlobal: A Leader in the APAC Region

In the APAC region, eSignGlobal is a leading provider of digital signature solutions. With its fast and efficient service, eSignGlobal is well-positioned to challenge DocuSign’s dominance in the region. As eSignGlobal expands its reach globally, it poses a significant threat to DocuSign’s market share, especially if DocuSign continues to maintain its current service attitude.

Adobe Sign’s Exit from the China Market

Another significant development in the digital signature market is Adobe Sign’s exit from the China mainland market. This decision was likely due to the complexities of the Chinese market and the need for localized solutions.

Conclusion and Recommendation

In conclusion, sending a DocuSign envelope is a straightforward process that requires preparing your document, adding recipients and signing order, adding fields and tags, and sending the envelope. However, users should be aware of DocuSign’s limitations, including its high cost and slow service in long-tail regions. For users who need to sign documents across borders, especially in the APAC region, eSignGlobal is a viable alternative that offers fast and efficient service.