How to Use a Form Template in Docusign

Log into Docusign at Docusign.net

Click on the "send" tab at top

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Choose an Online Document

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Choose Shared Templates

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Type in the form name (or portion thereof) in the search field and hit enter

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Click the box next to the form you want and then click add at the bottom

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Enter the email address and name of the signer (if there is more than one signed, just add them to the left and click "add signer"

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Enter subject and message

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Click on next at bottom left

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Type in the information for the property (if you use the Salesforce to Docusign feature this will auto populate the data)

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Drag over signatures and dates at the bottom.

Click send at the bottom left.

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Correct a PC Without Losing Tags and Addenda

Rhonda's Hot Topics: Corrections on a Purchase Contract

You can easily replace the document in your Docusign envelope and not lose the existing tagging and addenda, etc.

  1. Make corrections to PC in Zipforms
  2. Save the PC as a PDF to computer
  3. Log into Docusign
  4. Click on down arrow to the right of the envelope the PC is in and choose "correct"
  5. The envelope will now open.
  6. Click "edit Documents & Tags" at the bottom left of page.
  7. Click "Documents" on the right side of the page
  8. Click the down arrow to the right of the PC.
  9. Click "replace document" (the bottom option)
  10. Click browse from my computer
  11. Find the file where you saved it on the computer and click ok at the bottom
  12. Docusign will now take you back to your document envelope.
  13. Click "Correct" at the bottom left of screen.