DocuSign Signer Guide - enUS

This guide provides information about how to electronically sign a document using the DocuSign Service. Electronic signing provides a quick, easy and secure method for you to receive, sign and return documents from a sender without the need for appearing in person or sending documents back and forth. Download the Document

PUBLICSAP DocuSign Signer GuideContents1. SAP DocuSign Signer Guide ........................................................................................................................... 22. Receiving an Email Notification ...............................................................................................................................................................23. Signing the Document .....................................................................................................................................................................................34. Other Options.........................................................................................................................................................................................................44.1 Finish Later .............................................................................................................................................................................................................44.2 Print, Sign, Scan and Upload ...................................................................................................................................................................44.3 Assign to Someone Else .............................................................................................................................................................................64.4 Decline to Sign ....................................................................................................................................................................................................75. Download or Print All Documents ................................................................................................................... 76. Upload a Scanned or Photographed Signature....................................................................................... 8
© 2024 SAP SE or an SAP affiliate company. All rights reserved. See Legal Notice on www.sap.com/legal-notice for use terms, disclaimers, disclosures, or restrictions related to this material. 2 / 91. SAP DocuSign Signer GuideThis guide provides information about how to electronically sign a document using the DocuSign Service.Electronic signing provides a quick, easy and secure method for you to receive, sign and return documentsfrom a sender without the need for appearing in person or sending documents back and forth. For moreinformation, please visit the DocuSign Support Portal https://support.docusign.com/s/?language=en_US2. Receiving an Email NotificationThis process begins when you receive an email requesting that you electronically sign a document. The emailis sent by DocuSign (dse@eumail.docusign.net) on behalf of SAP and has a message from the sender and alink to open an electronic envelope with the document.After opening your email, click Review Documents to access the documents. A new web browser windowopens and connects to the secure DocuSign Online Signing Service website.We advise you to save the final DocuSigned Contract always in combination with the DocuSign Summary on yourlocal drive or contract management system.
© 2024 SAP SE or an SAP affiliate company. All rights reserved. See Legal Notice on www.sap.com/legal-notice for use terms, disclaimers, disclosures, or restrictions related to this material. 3 / 93. Signing the DocumentClick the Continue button on the top right side of the screen and the first page of the document opens. Afterreviewing the whole document, click the Sign Here tag to add your signature.If this is your first signing experience with DocuSign, you will then be asked to Adopt Your Signature whenyou click a Sign Here tag. Verify that your name and initials are correct. If not, change them as needed. Toadopt a signature, you have 4 options: Click Adopt and Sign to accept the default signature and initials and go to the next step. Click Change Style, and select a different preformatted script provided by DocuSign. Click Draw: Draw your signature/initials using a mouse or your finger on a touchscreen It is also possible to upload a Scanned or Photographed Signature. However, this option is only limitedto signers who have a DocuSign account.After you complete adding information to all required tags in the document, click the Finish button on theright bottom side of the screen. A pop up window appears indicating you are done signing and you can signup for a free DocuSign account and save the document in your account. You are also able to upload yourpersonalized signature if you opt to create a signer account.When all the documents in the envelope are completed, you will receive an email confirming that all partieshave completed signing the document, attached with a completed PDF copy of the document plus asummary indicating the Certificate of Completion, Record Tracking and Signer Events.Note: Some fields, such as Date signed fields, are automatically filled in based on information available to thesystem. You cannot change or modify this information.
© 2024 SAP SE or an SAP affiliate company. All rights reserved. See Legal Notice on www.sap.com/legal-notice for use terms, disclaimers, disclosures, or restrictions related to this material. 4 / 94. Other OptionsAfter reviewing the document, by clicking the OTHER ACTIONS button on the top right corner of the screen,you also have several other options to perform on the document:4.1 Finish LaterThis option allows you to sign at a later point in time if you are not ready to sign the document. You can returnto the document later by using the link in the email notification. If you have a signer account setup, you wouldalso find your envelopes within DocuSign.4.2 Print, Sign, Scan and Upload By clicking Print & Sign, a new pop up window will open asking you to choose whether you want to returnthe signed documents by Upload or Fax.
© 2024 SAP SE or an SAP affiliate company. All rights reserved. See Legal Notice on www.sap.com/legal-notice for use terms, disclaimers, disclosures, or restrictions related to this material. 5 / 9 Select one of the two options and then click on Continue. The next window opens. Click on the DOWLOAD button to download the document and save it on your local drive. Thenprint, sign, and scan the document back into DocuSign when you are ready. Click on RETURNDOCUMENT when you are ready. The next window opens.