Simple Authentisign Overview

DocusignMoving Documents from Docusign

Log in to Docusign

Go to “Manage” Tab

Go to “Actions” – Export as CSV for Records

If you need actual documents,

Open document, hit PRINT icon/button

AuthentisignLogin using Instanet (Transaction Desk)

Use advanced options if desired

Step 2

Fill out, pick remote signer, in person etc, then press “ADD”

You can also save to contact for future use

Fill in and save participant

Step 3: Upload document

Step 4: Design (add signatures)

Drag and drop!

Right click to delete, can resize signature as well

Right click to add time or date stamp

Send invitations

Type subject and message

View progress

View, resend, add cc, etc.

Toggle back to instanet forms

For More Detailed Review:

• Watch http://bit.ly/AuthentisignEssentials