We know, it can be annoying – despite the fact you have DocuSign, people still email attachments with the instruction to sign and return! DocuSign had a feature designed to solve this. You can simply forward the email, and sign online!
By forwarding those email attachments to the email address “drafts@docusign.net”, from the email address associated with your DocuSign account, DocuSign will take the attachments from your email, and put them into a new draft envelope in your drafts folder in your DocuSign console! Just tag it up and send, and you are done!
Forward an existing email or create a new email. Fill out the Subject line with the subject you want to use for the DocuSign envelope, add a message, and attach the document(s) to be signed. Send the email to DocuSign at: drafts@docusign.net.DocuSign takes your email and creates a draft envelope with all the attachments added as the documents for the envelope, the email subject you sent as the envelope Subject, and message added as the envelope message.After creating the draft envelope, DocuSign sends an email to you with a link to the draft envelope, or you can just log into your account and look in your drafts folder.Once you open the new draft you created, simply add the recipients and Stick-e-Tabs as you would normally. Review, send and done – you’ve sent an envelope with Email to DocuSign!
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Like shortcuts? If you need to route the document to yourself for electronic signature, just type “@me” in the email field when you designate recipients. This auto-fills your email address and name!
Did you know that there is an alternative to ‘uploading’ documents into your DocuSign envelope? You can literally ‘print’ right from any Windows application directly into your DocuSign envelopes, skipping the need to save, open browser, and upload files. Just install the DocuSign Print Driver into your Windows system.
Once you’ve installed the Print Driver, you can use it to load any document that can be printed into DocuSign by simply going to “File”, selecting “Print” and selecting the printer “Send In DocuSign Envelope” to load the document into your DocuSign console!
The key benefits of using the Print Driver are:
1. Speed – it can be faster to print directly from your Windows Application into a DocuSign envelope. It eliminates the need to save, launch a browser session, create a new envelope, and upload. Using the Print Driver does all this in ONE STEP! If you use DocuSign often, you will love the Print Driver.
2. File-less Applications – some applications such as loan processing, etc do not really save ‘files’. The files are in the application, making it impossible to ‘upload’ files. With the DocuSign Print Driver, you can print directly from these applications to DocuSign.
3. Instant Integration – Using the Print Driver makes ALL applications feel like they are integrated directly into DocuSign!
The Print Driver can be used to not only print one document into an envelope. As long as the envelope is open in your browser, all documents printed from any application will continue to add to the open DocuSign envelope. It can also be used to create templates, by first creating ‘new template’, and then printing into it.
Later this week, we’ll discuss mobile features, collaboration features and some highlights regarding policy relevant to the Electronic Signatures in Global and National Commerce Act (ESIGN) during 2010!
The features of this tool are promising. I really wanted to make use of this great solution. Thanks for explaining about this useful tool and the benefits that it offers.
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