Managing your DocuSign Envelope

Once you are in DocuSign, you can see all the documents and their statuses (Complete, Waiting on Other's for Signature, Voided, Requiring Action, etc.)

Below is screenshot of the Home screen, where you can make any changes to your profile (Add a picture or signature) and get a brief overview of your account.

Overview

The overview has 4 sections: Actions Required, Waiting for Others, Expiring Soon, and Completed.

• Actions Required - Documents listed here are waiting for your signature or actions before it can move onto the next step. Reminders will be sent to you to push the document along. NOTE: Failure to do so will cause the document to become voided.
• Waiting for Others - Documents listed have you in the signing chain, but are waiting on others to take action. You can see here where the document lies in the signing chain.
• Expiring Soon - Some documents will have time constraints and expire if not signed in a timely manner.
• Completed - Documents that are completed can be accessed here.

Editing your profile

If you would like to add a picture or add another signature, you may do by editing your profile

Viewing all your folders

Clicking on "Manage" will show you all the folders in your envelope.

The Inbox will show you a list of all your documents. It also shows the "Quick Views", which is the same as the "Overview" on the Home screen.