DocuSign @ OMCA

DocuSign @ OMCA

How to become a DocuSign User @ OMCA

1. Contact Kevin @ kconley@museumca.org to be set up in the Account. You will receive an email prompting you to create a personal log-in with DocuSign.

2. Install DocuSign for Google Docs Download here. Have more questions? Check out the User Guide for more help from DocuSign.

How to Use DocuSign @ OMCA



How to Sign a Document Using DocuSign

Sign any document—it’s always free and does not count against envelope limits- With DocuSign, you can upload virtually any document to complete, sign and return. Signatures are as legally binding as ink.

Watch video or follow the instructions below. 


Don’t have an account? Here is how to get set up on DocuSign @ OMCA.


Sign in to your DocuSign Account. On the home page, click on the “New” button. Choose “Sign a Document” From the dropdown menu.




Upload the Document(s) you need to Sign. Click the blue “Sign” button at the bottom of the popup screen. 

Click the green “Continue” button on the next screen to Review and Sign.

      



Using the “Fields” column to the left, insert your digital Signature and any other needed fields. Click the “Finish” button on the upper right. (Image on the next page)




After completing your Signature, you will be given the option to send your executed document to a recipient directly from DocuSign or you can always find a copy to download and save in your DocuSign “Inbox” 


More Resources

DocuSign University Learning

DocuSign University offers topic-based, bite-sized courses for the Signer, Sender, and Admin which are typically between 5-20 minutes in length.

Signer Learning Plan

    • Basic and advanced signing features, envelope management, authentication methods, and other signing actions.

Sender Learning Plan

    • Sending, managing an envelope, using a template, updating your profile settings as well as understanding security and authentication, advanced sending options, reporting, and additional recipient actions.

DocuSign University is also regularly adding new topics to the Learning Lab series where you can join a hands-on session with one of our trainers. You can sign up for these 60-minute complimentary workshops by logging into the DocuSign University Learning Portal and filtering on “Webinar” in your catalog.


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