how to use docusign in google docs

Signing documents digitally has become a necessity in today's fast-paced business world. With over 1 billion signatures processed annually, DocuSign is the go-to solution for many organizations. But did you know you can use DocuSign directly within Google Docs?

In this step-by-step guide, we'll walk you through the process of using DocuSign in Google Docs, from installation to signing and managing documents. Plus, discover how AI automation tools like Bardeen can streamline the process even further. Get ready to master the art of digital signatures and take your productivity to the next level!

Getting Started with DocuSign eSignature for Google Docs

DocuSign eSignature seamlessly integrates with Google Docs, allowing you to sign and send documents for signature directly from your Google Workspace. This powerful integration connects Google Docs, enhances collaboration, and ensures secure, legally binding agreements. In this section, we'll walk you through the essential steps to get started with DocuSign eSignature for Google Docs.

1. Understand the Benefits of DocuSign eSignature for Google Docs

By using DocuSign eSignature with Google Docs, you can:

• Sign and send documents without leaving your Google Docs environment
• Eliminate the need for printing, scanning, and faxing papers
• Ensure the highest level of security and compliance with industry-leading encryption and authentication measures
• Collaborate seamlessly with colleagues, clients, and partners in real-time

These benefits lead to increased efficiency, reduced document turnaround time, and enhanced productivity for you and your team.

2. Check System Requirements and Prerequisites

Before getting started with DocuSign eSignature for Google Docs, ensure that you have:

1. A Google Workspace account with access to Google Docs
2. A compatible web browser, such as Google Chrome, Mozilla Firefox, or Microsoft Edge
3. A stable internet connection for optimal performance

Additionally, if you don't have a DocuSign account, you can easily create one during the installation process.

3. Install the DocuSign eSignature Add-on

To start using DocuSign eSignature with Google Docs, follow these steps:

1. Open a document in Google Docs
2. Click on "Add-ons" in the menu bar and select "Get add-ons"
3. Search for "DocuSign eSignature" in the Google Workspace Marketplace
4. Click on the "Install" button and grant the necessary permissions

Once installed, you'll see the DocuSign eSignature icon in the Google Docs sidebar, ready for you to use.

In this section, we've covered the key benefits of using DocuSign eSignature with Google Docs, the system requirements and prerequisites, and the simple 3-step installation process. With DocuSign eSignature now integrated into your Google Docs, you're ready to start signing and sending documents with ease.

In the next section of this guide, we'll dive deeper into the basics of using DocuSign eSignature in Google Docs. You'll learn how to prepare documents, add signature fields, and send them for signing, all within your familiar Google Docs environment.

Sending Documents for eSignature from Google Docs

With DocuSign eSignature for Google Docs, you can easily prepare and send documents for electronic signature directly from your Google Docs environment. This seamless integration allows you to add signature fields, specify recipient details, and personalize the email message, all without leaving Google Docs. Let's walk through the process step by step.

1. Prepare Your Google Doc for eSignature

To get started, open your Google Doc and follow these steps:

1. Click on the "Add-ons" menu and select "DocuSign eSignature"
2. In the DocuSign eSignature sidebar, click "Prepare Document"
3. Drag and drop the necessary fields (signature, date, initials, etc.) onto the document
4. Assign each field to the appropriate recipient
5. Customize field properties, such as font size and description, as needed

By carefully preparing your document with the required fields and recipient assignments, you'll ensure a smooth signing process for all parties involved.

2. Add Recipients and Personalize the Email

Once your document is prepared, it's time to specify the recipients and customize the email message:

• In the DocuSign eSignature sidebar, click "Add Recipients"
• Enter the email addresses of the signers in the order they should sign
• If needed, you can set a signing order to ensure each recipient signs in the correct sequence
• Personalize the email subject and message to provide context and instructions for the signers

Adding a personal touch to the email can help signers understand the importance of the document and encourage them to complete it promptly.

3. Add Tags for Data Collection

In addition to signature fields, you can also add tags to collect other important information from signers:

• Drag and drop fields like "Text," "Date," and "Checkbox" onto the document
• Customize the field labels to specify what information should be entered (e.g., "Company Name," "Agreement Date")
• Assign each tag to the appropriate recipient

Want to boost productivity? Learn how to integrate Google Drive with other apps to automate routine tasks and streamline your workflow.

4. Save and Send for Signature

With your document prepared and recipients added, you're ready to send it for signature:

1. Click "Send for Signature" in the DocuSign eSignature sidebar
2. Review the document and recipient details
3. Choose whether to save a copy of the completed document to your Google Drive
4. Click "Send" to distribute the document to the signers

Once sent, signers will receive an email notification with a link to review and sign the document electronically.

By following these steps, you can efficiently send Google Docs for electronic signature using DocuSign eSignature. The integration allows for a seamless signing experience, from document preparation to completion.

In the next section of this guide, we'll explore the signer's perspective and walk through the process of signing documents received via DocuSign eSignature for Google Docs. You'll learn how to access the document, provide your signature, and complete any necessary fields.

Signing Documents Sent via DocuSign for Google Docs

When you receive a document for signature through DocuSign eSignature for Google Docs, the process is straightforward and user-friendly. You'll receive an email notification with a link to access the document, and from there, you can quickly review, sign, and complete any necessary fields. Let's walk through the steps involved in signing documents sent via DocuSign for Google Docs.

1. Access Documents via Email Notification

When a document is sent to you for signature using DocuSign eSignature for Google Docs, you'll receive an email notification containing a unique link to access the document. Simply click on the "Review Document" button within the email to open the document in your web browser. This secure link ensures that only you, as the intended recipient, can access and sign the document.

For example, if you're a freelance graphic designer and a client sends you a contract to sign via DocuSign for Google Docs, you'll receive an email with a link to review and sign the document.

2. Choose Your Preferred Signing Method

Once you've accessed the document, you'll be prompted to select your preferred method of signing. DocuSign offers three main options:

1. Type your name: Simply type your full name, and DocuSign will convert it into a legally binding electronic signature.
2. Draw your signature: Use your mouse, trackpad, or touchscreen to draw your signature directly on the document.
3. Upload a signature image: If you have a pre-existing image of your signature, you can upload it and place it on the document.

Select the method that works best for you and follow the prompts to create your electronic signature.

3. Complete Additional Required Fields

In addition to your signature, the document may contain other fields that require your input, such as:

• Initials: You may be asked to initial certain sections of the document to confirm your agreement or acknowledgment.
• Date: A date field may be present for you to specify the date of signing.
• Text fields: Some documents may require you to fill in text fields with information like your name, address, or other relevant details.

Be sure to carefully review the document and complete all mandatory fields marked with a red asterisk.

4. Decline or Finalize Your Signature

After you've completed all the required fields, you'll have the option to decline or finalize your signature. If you're unsatisfied with the document or need to make changes, you can click "Decline to Sign" and provide a reason for your decision. The sender will be notified and may reach out to discuss any concerns.

If you're ready to sign, click "Finish" or "Confirm Signature" to complete the signing process. A copy of the signed document will be sent to your email address for your records, and the sender will be notified that you've completed your signature.

Signing documents sent via DocuSign for Google Docs is a simple, secure process that can be completed in just a few clicks. By following these steps, you can efficiently review, sign, and return important documents without the need for printing or scanning. For more efficiency, consider using GPT in Spreadsheets to streamline your document workflows.

Stay tuned for the next section, where we'll explore how to manage your signed documents and create reusable templates within DocuSign eSignature for Google Docs. With these powerful tools at your fingertips, you'll be able to streamline your document workflows and keep your business moving forward.

Managing Signed Documents and Templates in DocuSign for Google Docs

Once you've successfully sent and signed documents using DocuSign eSignature for Google Docs, it's essential to know how to manage these documents effectively. DocuSign provides a user-friendly interface for accessing and managing your signed documents, as well as creating reusable templates to streamline your workflow. In this section, we'll explore the key features and steps involved in managing your signed documents and templates within the DocuSign eSignature environment.

1. Accessing Signed Documents in DocuSign

After a document has been signed by all parties, you can easily access it from the DocuSign eSignature home screen. Simply log in to your DocuSign account and navigate to the "Manage" tab. Here, you'll find a list of all your documents, including those that have been completed, are awaiting signature, or have been declined.

For instance, if you've recently sent a contract to a client for signature, you can check its status and download the signed copy once it's complete.

2. Monitoring Signing Status and Sending Reminders

DocuSign eSignature allows you to track the progress of your documents in real-time. From the "Manage" screen, you can view the current status of each document, such as whether it's been sent, viewed, or signed by the recipients. This feature is particularly useful when dealing with time-sensitive agreements or multiple signers.

If a recipient hasn't signed a document within the expected timeframe, you can easily send a reminder directly from the DocuSign interface. Simply click on the document and select "Resend" to notify the signer and encourage them to complete the process.

3. Downloading Audit Trails for Legal Compliance

DocuSign eSignature automatically generates an audit trail for each signed document, providing a detailed record of all actions taken during the signing process. This audit trail includes information such as the signer's email address, IP address, and timestamp of each event.

To download an audit trail, open the completed document from the "Manage" screen and click on "Certificate of Completion." This document serves as legal proof of the signing process and can be invaluable in case of disputes or legal proceedings.

4. Creating Reusable Templates for Efficiency

If you frequently send similar documents for signature, creating reusable templates can save you significant time and effort. Templates allow you to pre-configure documents with standard fields, such as signature, date, and text boxes, which can be easily customized for each new recipient.

To create a template, start by preparing your document in Google Docs as usual. Open the DocuSign eSignature add-on, and instead of sending the document for signature, click on "Save as Template." Give your template a name and description, and it will be stored in your DocuSign account for future use. You can also connect Google Sheets for more efficient data management.

5. Using Templates for New Documents

When you need to send a new document based on a template, simply open the DocuSign eSignature add-on in Google Docs and click on "Use a Template." Select the desired template from your list, and the document will be pre-populated with the configured fields. Make any necessary adjustments, add recipients, and send the document for signature as usual.

By leveraging templates, you can ensure consistency across your documents and reduce the time spent on repetitive tasks, ultimately enhancing your productivity.

DocuSign eSignature for Google Docs makes it easy to manage your signed documents, track their status, and create reusable templates. By mastering these features, you'll be able to streamline your document workflows and keep your business moving forward efficiently.

Bardeen can connect Google Sheets for smarter data workflow management. Save time and focus on business tasks by integrating Google Sheets with Bardeen.

Thanks for sticking with us throughout this guide! We hope you've found it informative and helpful in your journey to master DocuSign eSignature for Google Docs. Just remember, the more you practice using these features, the more time you'll save in the long run. And who knows, you might even become the office DocuSign guru!

Conclusions

Learning how to use DocuSign in Google Docs is crucial for streamlining your document signing process. This guide covered the essential aspects of using DocuSign eSignature with Google Docs:

• Getting started with the DocuSign eSignature add-on and its benefits
• Sending documents for signature directly from Google Docs
• Signing documents received via email using various methods
• Managing signed documents and creating reusable templates

By mastering DocuSign in Google Docs, you'll save time and reduce the hassle of manual document signing. Don't miss out on the benefits of this powerful integration!