DocuSign Getting Started

How to Get DocuSign

1. Complete the DocuSign Account Sign-Up Form.
2. Once you have been granted and activated your account, you can access the tool via the DocuSign member login page.

Getting Started for DocuSign YouTube Playlist

• Getting Started with DocuSign (YouTube playlist)

How DocuSign Works

Comprehensive User Guide

• User Guide

Helpful Links Re-Creating & Using Templates

• Creating Templates
• Using Templates
• Template Merge Fields

Helpful Links Re-Creating & Using Powerforms

• Create a Powerform
• Using Powerforms
• Download Form Data
• Populating Custom Document Fields in a Web Powerform
• Template Merge Fields
• Adding Fields

Links with more information on Regular Expressions to validate field input

Use Regular Expressions to create different validation options during Template Creation.
These sites' libraries contain pre-created regular expression patterns:

• http://regexlib.com/
• http://www.regular-expressions.info/charclass.html

Validation link for a dollar sign with 2 decimal points:  http://regexlib.com/Search.aspx?k=dollar&c=-1&m=-1&ps=20

State Abbreviations for Drop Down Tag

Copy and paste the line of State Abbreviations below into a drop-down tag, and make it a custom field so everyone can use the custom field:

AK;AL;AR;AZ;CA;CO;CT;DC;DE;FL;GA;HI;IA;ID;IL;IN;KS;KY;LA;MA;MD;ME;MI;MN;MO;MS;MT;NC;ND;NE;NH;NJ;NM;NV;NY;OH;OK;OR;PA;PR;RI;SC;SD;TN;TX;UT;VA;VT;WA;WI;WV;WY

Other Resources

• Conditional Logic Fields
• AutoPlace
• DocuSign Supported File Formats