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Classic Docusign Experience User Guide

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Classic Docusign Experience User Guide Information Guide 1 Classic DocuSign Experience User Guide 221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc. Classic DocuSign Experience User Guide 2 Copyright ©2003-2015 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents refer to the DocuSign Intellectual Property page (https://www.docusign.com/IP) on the DocuSign website. All other trademarks and registered trademarks are the property of their respective holders. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of DocuSign, Inc. Under the law, reproducing includes translating into another language or format. Every effort has been made to ensure that the information in this manual is accurate. DocuSign, Inc. is not responsible for printing or clerical errors. Information in this document is subject to change without notice. Classic DocuSign Experience User Guide: Updated April 3, 2015 If you have any comments or feedback on our documentation, please send them to us at: [email protected]. Summary of changes for this version: • Clarified that when using the Concealed Field feature senders cannot see concealed information when viewing the PDF. But senders, or envelope owners if the envelope has been transferred, can use the Form Data option to download the information after the envelope is complete. 221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc. Classic DocuSign Experience User Guide 3 Table of Contents Classic DocuSign Experience Overview .............................................................................................. 9 Launching the DocuSign Service ................................................................................................... 9 The Classic DocuSign Experience Components ............................................................................ 9 Manage Tab Navigation Panel Information ............................................................................ 11 Dashboards............................................................................................................................ 13 Reports .................................................................................................................................. 13 Running Reports .................................................................................................................... 23 Customizing Reports .............................................................................................................. 24 Scheduling Reports ................................................................................................................ 26 Viewing and Editing Scheduled Report Information ................................................................ 27 Viewing Report Information .................................................................................................... 28 Supported Languages .................................................................................................................. 29 Logging Off .................................................................................................................................. 29 Sending Documents for Electronic Signing with DocuSign................................................................. 30 Guided Signing and Free-Form Signing ....................................................................................... 30 Starting a New Envelope ............................................................................................................. 30 Adding Documents to Your Envelope .......................................................................................... 31 Adding Recipients to Your Envelope ............................................................................................ 33 Adding Email Message Information .............................................................................................. 39 Adding Envelope Settings ............................................................................................................ 40 Adding Tags to Documents .......................................................................................................... 41 Reviewing and Sending an Envelope ........................................................................................... 43 DocuSign Tag Information ........................................................................................................... 44 Working with the Tagging Toolbar .......................................................................................... 65 Using Anchor Text.................................................................................................................. 67 Creating Custom Tags ........................................................................................................... 67 Adding a Custom Tag to a Document..................................................................................... 70 Editing Custom Tags .............................................................................................................. 70 Advanced Sending Options ............................................................................................................... 72 Using the Payment Processing Feature ....................................................................................... 72 How It Works .......................................................................................................................... 72 Enabling Payment Processing in an Envelope ....................................................................... 73 What Your Recipient Sees ..................................................................................................... 73 221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc. Classic DocuSign Experience User Guide 4 Using the Calculated Fields Feature ............................................................................................ 75 Formula Tag Information and Building Your Formula ............................................................. 75 Adding Formula Tags to a Document ..................................................................................... 77 What Your Recipient Sees ..................................................................................................... 79 Electronic Notary ......................................................................................................................... 79 How it Works .......................................................................................................................... 80 Restrictions for using Electronic Notary .................................................................................. 80 Sending a Document with an Electronic Notary Request ....................................................... 80 Electronic Notary Certificate of Completion Information ......................................................... 81 Requiring Digital Certificates during Signing ................................................................................ 82 Digital Certificate and Signature Information .......................................................................... 82 Restrictions and Limitations ................................................................................................... 82 Sending an Envelope Requiring a Digital Certificate or Signature .......................................... 83 What the Signer Sees ............................................................................................................ 85 Viewing Certificate Information in Completed Envelopes........................................................ 87 Agent Managed Envelopes .......................................................................................................... 89 How it Works .......................................................................................................................... 90 Sending an Agent Managed Envelope ................................................................................... 92 What a Manage Envelope Reviewer Sees ............................................................................. 93 What an Address Recipients Reviewer Sees ......................................................................... 94 Using the Intermediary Recipient Feature .................................................................................... 95 How it Works .......................................................................................................................... 95 Sending an Envelope with an Intermediary Recipient ............................................................. 95 What an Intermediary Recipient Sees .................................................................................... 97 Using the Document Markup Feature .......................................................................................... 97 Enabling the Document Markup Feature ................................................................................ 98 Using the Markup Tool in a Document ................................................................................... 98 Reviewing a Document with Document
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