Welcome > PDF Editing > Secure PDF > Signatures overview > Use DocuSign

Use DocuSign


DocuSign icon
DocuSign is available only in the 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 in the Sign and Certify group on the Security tab.
  2. Click either Send via DocuSign or Sign with DocuSign to start the login dialog box.
  3. In the Login to DocuSign dialog box 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 > Sign and Certify > DocuSign > Sign with DocuSign.

    PowerPDF 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 placed and sized 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 > Sign and Certify > DocuSign > Send via DocuSign.
  3. Power PDF opens a new document tab or window for the document to sign, with the [DocuSign] prefix in the document name.
  4. Review the document preview, and then click Add Recipients at the top left of the Document Panel.

    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 steps 5-6 with each recipients.
  9. If necessary, use the Actions menu on the top right of the Document Panel 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. If your DocuSign account was among the recipients, then PowerPDF loads the document, 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.
  12. Click Finish.
  13. The document is now waiting for other recipients. Go to Manage > Waiting for others in the DocuSign website to check its status.

Tip To log off the currently used DocuSign account, click DocuSign in the Sign and Certify group of the Security tab, then click Forget current user.