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Quick Tip - Tagging a Document

DocuSign provides users a variety of signature options when signing a document electronically. These options are called tags, and tagging is one of the many features that make DocuSign easy and quick to use. Here are step by step instructions to help you become a pro at tagging any electronic document.

 

From the home screen, upload a document or open up a form already existing on your account.

 

Once the document has been uploaded, the signing screen will appear with a range of options.

Click on the pen icon on the upper right corner. A drop down menu will appear, showing a range of tagging options to be placed on the document. 

 

From here, select and drag any tag into the document. These options include a signature, name, text box, and checkbox.

 

By clicking on the pen icon once more, another tagging option can be chosen to add to the document.

 

Each tag can be deleted if they are mistakenly placed on the document by tapping on the red “x” button on the top right corner of the tag box. This will remove the highlighted tag from the document entirely.

 

Tagging choices also may be resized to be larger or smaller by dragging along the gray dots at the corners of the text box. The box will automatically reconfigure as you drag along the corners.

 

Each tag can be moved across the document by highlighting the box and dragging it across the screen.

 

 

The customized signature tag can also be resized, deleted, or dragged across the document.

   

 

Once you have fully completed signing and tagging the document, tap on “Finish” at the top right corner of your screen next to the pen icon.

Once you have verified that you have completed signing the document, you have the option of sending the document to other users. You can also immediately move on to the next document that needs to be tagged and signed. The signed documents will be automatically saved under your completed envelopes.

Now you are an expert in tagging an electronic document. Happy DocuSigning!

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