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Use DocuSign

DocuSign icon

DocuSign is available only with Power PDF Advanced.

Use DocuSign integration to either send a document via DocuSign, or sign a document using this online service. Both require a DocuSign account.

Log in to DocuSign

To log in to DocuSign:

  1. Click DocuSign on the Security tab.
  2. Click either Send via DocuSign or Sign with DocuSign.

    The Login to DocuSign dialog box appears.

  3. Provide a valid user email address, then click CONTINUE.
  4. Provide the password, then click LOG IN.

Sign a document with DocuSign

Make sure that you are logged in with your DocuSign account.

  1. Open the document to be signed.
  2. Click Security > DocuSign > Sign with DocuSign.

    Power PDF opens a new document tab or window for the document to sign, with the [DocuSign] prefix in the document name. DocuSign reserves the upper part of the Document Panel with the Please Review & Act on These Documents heading.

  3. Review the document preview and the account name, then click Continue.

    The Fields panel shows up on the left, within the Document Panel.

  4. Drag and drop fields (such as Signature, Initial, Date Signed) from the fields panel into the document according to your needs.

    Refer to the DocuSign online help on handling fields.

  5. After placing and sizing the desired fields, click Finish at the top of the Document Panel.

    The SIGN AND RETURN panel appears.

  6. If you want to share the signed document in email, then fill Full Name, Email Address, Subject and Message, then click Send and Close.
  7. If you want to close the signing process without sending the document, then click No Thanks.
  8. Close the document tab/window to finish the process.

Sign and send a document with DocuSign

Make sure that you are logged in with your DocuSign account.

  1. Open the document to be signed.
  2. Click Security > DocuSign > Send via DocuSign.

    Power PDF opens a new document tab or window for the document to sign, with the [DocuSign] prefix in the document name.

  3. Review the document preview, and then click Add Recipients or Edit Recipients at the top left.

    If DocuSign saved the last recipient, click the arrow to access the Edit Recipients command in the dropdown.

    The Edit Recipients dialog box shows up.

  4. Set up recipients and signing order, following the instructions detailed in the DocuSign online help.
  5. The recipients recently added now appear in the list at the top left of the Document Panel. Select a name to list the belonging fields in the Standard Fields panel on the left.
  6. Drag and drop fields (such as Signature, Initial, Date Signed) from the fields panel into the document according to your needs.

    Refer to the DocuSign online help on handling fields.

  7. Repeat the above steps with each recipients.
  8. If necessary, use the Actions menu on the top right to preview, save, discard your DocuSign process, or step back and edit message, recipients, documents, or advanced options.
  9. Click Send on the top right of the document panel.
  10. If your DocuSign account was among the recipients, then the document loads, reserving the upper part of the Document Panel with the Please Review & Act on These Documents heading. Sign the document by clicking the Sign placeholder(s), then click Continue.
  11. Click Finish.
  12. The document is now waiting for other recipients. Go to Manage > Waiting for others in the DocuSign website to check its status.

To log off the currently used DocuSign account, click DocuSign on the Security tab, then click Forget current user.