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iPhone Authors: Carmen Gonzalez, Elizabeth White, Jayaram Krishnaswamy, Trevor Parsons, Pat Romanski

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Quick Tip Tuesday: Sign or Send a Document Directly From Your Email with the DocuSign Mobile App.

Did you know you can receive and sign a document anywhere your mobile device can go? No more printing, signing, and returning email attachments – you can do it all from the your mobile device! You can also easily send documents from your email out for signature by importing them into the mobile app. What’re you waiting for? Start sending and signing digitally today!

Note: This feature is currently supported on both iOS and Android devices – Windows Mobile users can download the attachment and access it from within the app.

To import a document from an email on your iOS device (iPhone, iPad, iPod Touch), follow these steps:

  1. From your iPad, iPhone, or iPod Touch home screen, tap Mail.
  2. Tap the desired email.
  3. Tap and hold the document to import.
  4. Tap Open in DocuSign.
  5. Tap one of the following import options:
    • SIGN NOW: Sign and return the document. Select this option if you are the only signer. More info: Sign and return a document.
    • Get Signature: Send the document out for signature. Select this option if there are multiple signers. More info: Send a document for signature.
    • Save to Library: Save the document on the device for later use.

To import a document from an email on your Android device, follow these steps:

  1. From the email application, tap the desired email.
  2. Tap and hold the document to import.
  3. Tap DocuSign.

    Note: To make DocuSign the default application for opening documents, tap Always, otherwise, tap Just once.
  4. Tap one of the following import options:
    • SIGN NOW: Sign and return the document. Select this option if you are the only signer. More info: Sign and return a document.
    • Get a Signature: Send the document out for signature. Select this option if there are multiple signers. More info: Send a document for signature.
    • Add to Library: Save the document on the device for later use.
       

 

 

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More Stories By An Bui

Social Media Professional with substantial experience identifying, characterizing and connecting online communities and authors. Strong orientation on actionable recommendations that provide mutually beneficial value for communities and organizations for stakeholders.

Currently, I serve as the social media manager for DocuSign, Inc., the market leader and global standard for electronic signature. DocuSign provides the world’s largest and fastest growing electronic signature platform, empowering businesses to complete transactions online quickly and securely while improving compliance and dramatically reducing costs.

DocuSign is the only cloud computing-based electronic signature platform that entirely replaces slow, expensive paper transactions with a fast, efficient and completely digital solution. Accessible from any Internet-connected device, DocuSign supports virtually any document and form type in simple and complex workflows, and provides broad user authentication options, data collection, secure document/data storage and retrieval, as well as real-time negotiation and collaboration tools.

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