This article describes the steps to add DocuSign to your Google Drive as well as the tools included in DocuSign to annotate and sign documents. Choose the first two sections below to access and learn DocuSign. The last three sections show common CPM documents and the places which MUST have your signature, date, or other information from you.
You can watch a 4 minute DocuSign Installation Video Tutorial and/or following the steps below.
1. Open a document, then:
- At the top of the document, click 'Open With'. Select 'Connect more Apps'.
- Search for 'DocuSign'.
- Click 'Connect'.
2. Repeat the process:
- At the top, Click 'Open with DocuSign'.
- Choose your Google Account.
- Allow DocuSign to view and manage your files.
3. Log in/Create a DocuSign Account.
- If you do not have a DocuSign account, create a password and click 'Sign Up'.
- Otherwise, login.
4. Choose the free version of DocuSign.
- 'x' out of the descriptive popup windows.
- Choose the first version 'Only Me'.
5. Decide if you want DocuSign to know your location. Then click 'Continue'.
1. Set up your Signature.
- Click 'Signature'.
- Move the icon to the signature line.
- The first time a popup with ask you to confirm your name, initials, and signature.
- For CPM's purpose, use the default style and click 'Adopt and Sign'.
2. Look at the palette of tools at the left. Drag them to the appropriate places.
3. Finish and Download your signed document.
- It is not recommended to 'Send By Email'. Something might go wrong.
- Click the download button.
- Open the document in Acrobat Reader verifying all is correct.
- Then attach it to an email to send out.
