Creating a DocuSign Account

This technology is included to your Subscription from Maltix

DocuSign Set up advice below.

Maltix only requires the email you used to set up the account. From there we assign the documents you choose to a secure Smart Form Page that automates all your data securely to your CRM

This is a DocuSign enabled example. So simple !

To create a DocuSign account, follow these steps:

1. Open your web browser and go to the DocuSign website (www.docusign.com).

2. Click on the "Get Started" or "Try for Free" button on the homepage.

3. You will be redirected to a new page where you can choose the type of account you want. Select the appropriate option based on your needs, such as "Individual," "Small Business," or "Enterprise."

4. Fill in the required information in the registration form, including your name, email address, and password. Make sure to use a strong password that includes a combination of letters, numbers, and special characters.

5. Read and accept the terms of service and privacy policy by checking the boxes.

6. Click on the "Create Account" or "Sign Up" button to proceed.

7. DocuSign will send a verification email to the email address you provided during registration. Open your email inbox and find the email from DocuSign.

8. Open the email and click on the verification link provided. This will confirm your email address and activate your DocuSign account.

9. Once your account is activated, you will be redirected to the DocuSign dashboard. From here, you can
10. From the DocuSign dashboard, you can start using the platform to send, sign, and manage documents electronically. Familiarise yourself with the various features and options available, such as creating templates, sending documents for signature, and tracking the progress of your transactions.

11. To further customize your DocuSign account, you can go to the settings section. Here, you can update your profile information, add your company logo, set up default email messages, and configure other preferences according to your needs.

12. If you plan to use DocuSign for business purposes, you may want to explore additional features and integrations that can enhance your workflow. DocuSign offers various plans and add-ons, such as advanced authentication options, custom branding, and integration with popular business software like Salesforce and Microsoft Office.

13. As you start using DocuSign, take advantage of the available resources and support. DocuSign provides extensive documentation, user guides, and video tutorials to help you make the most of the platform. Additionally, their customer support team is available to assist you with any questions or issues you may encounter.

14. Remember to keep your DocuSign account credentials secure and avoid sharing your login information with others. This will help protect your documents and transactions from
unauthorized access.

15. Consider enabling additional security measures for your DocuSign account, such as two-factor authentication. This adds an extra layer of protection by requiring a verification code in addition to your password when logging in.

16. Explore the various subscription plans offered by DocuSign to determine which one best suits your needs. They offer different tiers with varying features and limits on the number of documents and users. Choose a plan that aligns with your usage requirements and budget.

17. Keep track of any updates or new features released by DocuSign. They regularly enhance their platform to provide users with an improved experience and additional functionality. Staying up to date will ensure you can take advantage of the latest enhancements.

18. Consider integrating DocuSign with other tools and software you use in your business. DocuSign offers a wide range of integrations with popular applications like Google Drive, Dropbox, and Microsoft Teams. This allows you to seamlessly incorporate electronic signatures into your existing workflow.

19. Familiarize yourself with the legal and regulatory requirements related to electronic signatures in your jurisdiction. DocuSign complies with various industry standards and regulations, but it's important to understand the specific requirements that may apply to your documents and transactions.