Set up Signature and Personal Information

This page was moved to kb.wisc.edu/134128
Click in the link above if you are not automatically redirected in 10 seconds.


  1. On the Home tab, click the icon on the top right and select Manage Profile.

  2. Verify that information on the personal tab is correct.

  3. Select the Signature tab to select the style you would like to use.

  4. Review the agreement, and click Create.


Edit Signature and Personal Information

  1. Click the Edit hyperlink, next to My DocuSign ID on the Home tab.

  2. Change Name or Email address:
    a. click the Edit hyperlink next to the field.
    b. Review relevant information and enter new values.
    c. Click Change.

  3. To change Signature:
    a. Click Signature hyperlink on right side.
    b. Click Edit to select a new signature.
    c. Click Create.

  4. Add an additional Signature:
    a. Click Signature hyperlink on right side.
    b. Click Add New hyperlink,
    c. Verify that Full Name and Initials are correct.
    d. Select the Signature you would like to use.
    e. Review the agreement, and click Create.

  5. Modify Company and Address information:
    a. Enter/correct values.
    b. Click Save.


Create an Envelope and Send a Contract

  1. Click the New button, next to Sign or Get Signatures.

  2. Click Send an Envelope.



  3. Click Upload in the Add Documents to the Envelope section.
    NOTE: Prior to uploading a document be sure the document has been edited and saved as a PDF following the naming convention ***

  4. Select the document and click Open.

  5. Verify that the Set signing order box is checked.

  6. Enter the Name and Email address of the vendor in the box marked 1 (one).

  7. Click Add Recipient button.


  8. Enter your Name and Email address in box 2 (two).

  9. In the Message to All Recipients section, review the Email Subject, but do not make changes.

  10. Enter the standard Email Message.

  11. Click Next.
    If you click Send Now, you will send the contract but it will not include any signing markers.



  12. Click and drag the Signature field, found in the Standard Fields section, to the location(s) that the vendor must sign.

  13. Click and drag any additional indicators to locations on the contract that the vendor must enter information.
    NOTE: Checkbox and Radio fields placed on a document allows the signer to indicate their selection between multiple options.

    create_step_3.png (+)

  14. Click and drag the Signature field, to the location that you will sign, following vendor completion.

  15. In the Signature section on the right side of the page, click the dropdown list under Recipient and select your name.
    NOTE: The signature box will change colors to the color associated with your indicator.



  16. Click and drag any additional indicators to locations on the contract that must be entered.

  17. Click Send.

  18. An email will be sent to the vendor that there is a document to be signed and you will be taken to the Manage tab to review sent envelopes.


Correct an Envelope

After an envelope has been sent it is possible to correct the envelope and resend to the vendor.

  1. On the Manage page, select Correct from the drop down on the far right of the envelope.



  2. Make changes to the recipients and/or email message, as needed.
  3. Click Next.

  4. Make changes to contract signature flags as needed.

  5. Click Correct.
    NOTE: If a recipient has already signed the contract they are unable to see envelope changes.


NOTE: If an envelope should not be corrected, click the Discard Changes in the upper right of the page to cancel the correction.

  • No labels