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DocusignMoving Documents from Docusign
Log in to Docusign
Go to “Manage” Tab
Go to “Actions” – Export as CSV for Records
If you need actual documents,
Open document, hit PRINT icon/button
AuthentisignLogin using Instanet (Transaction Desk)
Use advanced options if desired
Step 2
Fill out, pick remote signer, in person etc, then press “ADD”
You can also save to contact for future use
Fill in and save participant
Step 3: Upload document
Step 4: Design (add signatures)
Drag and drop!
Right click to delete, can resize signature as well
Right click to add time or date stamp
Send invitations
Type subject and message
View progress
View, resend, add cc, etc.
Toggle back to instanet forms
For More Detailed Review:
• Watch http://bit.ly/AuthentisignEssentials
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