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Use DocuSign

DocuSign icon

Power PDF for Mac supports signing a document in DocuSign and sending it out for other recipients for review or sign. The feature require a DocuSign account.

Log in to DocuSign

To log in to DocuSign:

  1. Click DocuSign on the Security tab.
  2. Click Log in to DocuSign.

    The DocuSign login page appears in the browser.

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

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 > Upload: document name
    After a successful upload, a confirmation dialog box appears.
  3. Click Open in DocuSign.

    The DocuSign application opens in the browser.

  4. 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.

  5. Set up recipients and signing order, following the instructions detailed in the DocuSign online help.
  6. 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.
  7. 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.

  8. Repeat the above steps with each recipients.
  9. 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.
  10. Click Send on the top right of the document panel.
  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 Log out from DocuSign.