ZipFormEsign How To Guide for Signers

1
ZipFormEsign How To Guide for Signers
2
What is DocuSign?
DocuSign is an Online Document Signing Service.
Using a web browser from anywhere in the world,
your can electronically sign and initial any type
of document, creating a 100 legally binding
contract.
3
What makes it Legal?
Electronic signatures became legally binding in
the United States in October 2000, with the
passage of the Electronic Signature in Global and
National Commerce Act (ESIGN). This legislation
creates a uniform standard for all electronic
transactions and encourages the use of electronic
signatures, giving electronic signatures the same
legal effect as pen-and-paper signatures. The
DocuSign service exceeds all the legal
requirements of ESIGN and provides an efficient,
auditable process that conforms to the way people
actually do business.
4
How Do I Sign?
You will receive an email from our company. The
email notification will contain a link to access
the documents. After clicking on the link, the
DocuSign service will automatically guide you
through the simple wizard process to
electronically sign your documents. The
invitation email contains a special hyperlink
that is designed to work only for you. (You may
receive two emails in the same email inbox if you
share email with a spouse. In this case, each of
the emails will be addressed to each person, and
can carry different authentication steps.)
5
Welcome to DocuSign
When you click on the hyperlink in the email it
will open a browser, and you will see an overview
of the DocuSign process. The process is only 2-3
steps long and only takes a few minutes. Once
complete, you will have created your own secure
DocuSign Electronic Signature, and will be able
to sign online.
6
Creating Your Signature
Verify the correct spelling of your name and
initials. Select a style of your signature and
click the Create Signature button. Place a
check in the box indicating you agree that this
signature has the same legal effect as your
handwritten signature. Once you have adopted this
signature, it will be locked with the unique
global identifier in the DocuSign system.
7
Protect Your Signature
Create a password that is at least 8 characters
to protect your DocuSign Electronic Signature. In
the future, you will be able to access your
signature by using your email as your log-in, and
this password. You must also establish a
forgotten password question which the system
will use in connection with your email so that
you can recover your password.
8
Additional Levels of Security
In some cases, the document sender will have
selected additional authentications that you must
pass in order to access and sign the document.
These authentications provide additional
assurances and document-level authentication.
Access Code - refers to a number or word
provided by the sender to you that only you know.
For example, the word Seattle may be used.
This is a form of authentication that enables the
sender to know the document cannot be accessed by
anyone else. ID Check - refers to a service
provided by Fair Issac. With ID Check, the
DocuSign system will generate six questions based
on your personal history that only you will know.
You are the only one who ever will see this
information, and the system merely records a
pass/fail ability it does not store the
questions presented, or the answers you provide.
9
Accept Consumer Disclosure
This is a legal disclosure sent by the document
sender which provides you with information about
how you can get paper documents, and how you
might withdraw your consent to receive electronic
documents from the sender. This is a legal
disclosure required by the Federal ESIGN Act,
protecting the consumer, and acceptance of this
Consumer Disclosure is recorded.
10
Sign Online
The DocuSign Service will now display your
documents to sign. The service will direct you to
your first yellow tag and simply click on them to
place your signature or initials. Once you have
clicked on all the required tabs you will be
presented with a popup letting you know that
signing is completed. Click Return Signed Copy
and you will be taken to a final page which will
enable you to review the documents, print a copy
for your records and will send an email back to
the Sender confirming you have signed all
documents.
11
Sign Online (cont.)
Click in the location where your signature or
other information is requested.

12
Signing Completed
THAT'S IT ! YOURE DONE
13
The fastest way to get a signature.
www.docusign.com