Receiving the Email Notification

This eSignature process begins when the signer receives an email requesting that they electronically sign a document.

Note: If your client is signing documents in-person, view the In-Person Signing Experience for more information about how the in-session signing process is initiated.

The email is sent by DocuSign on behalf of the sender and has a message from the sender and a link to open an electronic envelope with the document.

After opening the email, click the Review Documents button to access the documents.
A new web browser window opens, connects to the secure DocuSign Online Signing Service website and displays the Welcome or Overview page.
You can access the documents by going to the DocuSign website, clicking the Access Documents link in the top center portion of the page and then entering the document code from the email.

Next Step(s):

Signer's will be asked to verify their identity using Signer Authentication. For an overview of that process, click here: Validating the ID of the Signer
Accepting the Esignature Disclosure. For an overview of this process, click here: Accepting the Esignature Disclosure

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