How To Use DocuSign | Step-By-Step Tutorial

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I am not a financial advisor and this is not financial advice. Keep in mind that we may receive commissions when you click our links and make purchases from the video (at no cost to you). However, I only include products and services that I use or highly recommend for real estate investors and real estate agents. Also, any results that I talk about in this video or elsewhere are not typical. I am a professional real estate investor and internet marketer and do not guarantee you will get the same results. Jeff Leighton is a licensed real estate broker in DC, VA, MD with eXp Realty. 20130 Lakeview Center Plaza Ste 400, Ashburn VA 20147. I try to make my content as accurate as possible as of the posting date, but the advice I am giving you in these videos is not financial or investment advice. The information on this channel is strictly for informational purposes only and is not financial advice.

[@JeffLeighton1]

If you are ready to learn how to become a real estate investor, download my FREE insider’s kit to real estate investing including a deal analyzer, direct mail pieces I use, and example contract: jeff-leighton.com/freetools

[@yvonnearbolado2153]

Also, at 8:49 the caption says: "... similar to doctor sign" or is it 'similar to DocuSign"?

[@middle_kid]

The algorithm has shined upon thee. Oh blessed art thou. The pilgrims have journeyed from far and wide to come witness ‘ How to Use Docusign | Step By Step Tutorial.’ We have seen it and it was beautiful. Amen.

[@JeffLeighton1]

Haha appreciate it. The KZbin algorithm is all knowing.

[@kickyadick]

Well, I searched for this. I see the majority didn’t lol

[@JeffLeighton1]

😂

[@TheBluntTruthPodcast]

Me too lol

[@redkino]

Alright why the heck is this appears in my recommended tab multiple times?!

[@JeffLeighton1]

KZbin has a mind of its own I guess...thanks for watching!

[@LePwnda]

The algorithm strikes again

[@bilallatifidrissi1391]

Nur Taufik Dian me too

[@fribble4030]

Well this keeps appearing in my recommended, nlt mad but i wanna know why. Anyway, if no one else is asking, how are you Jeff?

[@JeffLeighton1]

Good thanks for asking...been getting a lot of comments about it, the video must be tending for some reason

[@bonnienieves9809]

Thank you, this video was very helpful. I had many unsuccessful attempts at DocuSign but followed your video at the same time filling out my document which was successful.

[@JeffLeighton1]

Thanks for watching!

[@bigjuicefolife]

Hopefully I can land this job interview I have tomorrow after studying and following this step by step tutorial. Thanks Jeff Leighton!

[@JeffLeighton1]

Good luck!

[@RoroRoseD]

Omg same. One of my supposed job description is doing contracts via DocuSign. That's why I'm here 😊

[@mmcdonald1000]

Thanks for the directions on how to use docusign. Now I know how to do it.

[@Justlikethat555]

I just started a new job and knew nothing DocuSign until now. Thanks hero!

[@bibhunandanayak3671]

Dear Mr. Jeff, This is great help for me to solve many problem in my account department in time of Pandemic. you have described nicely with detail. i tried same process, it was successful. God bless you Mr. Jeff.

[@JeffLeighton1]

Glad it helped thanks for watching

[@bonersexpenis6200]

Hi Jeff! Great video, I just have no idea why it was recommended to me. Nothing I do on this website has ever been even tangentially related this program or real estate. Despite this, KZbin is INSISTENT that I watch this video so i dunno. I guess the Google algorithms know something I don't. Perhaps in the coming day, as this plague continues to sweep across this country, DocuSign will become a vital tool, and I have just yet to realize it. Godspeed Jeff, may the lord have mercy upon us all.

[@JeffLeighton1]

haha appreciate you watching the video!

[@spaceboi1472]

I didnt even watch anything remotely related to this

[@JeffLeighton1]

KZbin algorithm doing its thing haha...hope you enjoyed the vid!

[@MMonroe3]

Space Boi - Neither did I.... But it ended up on my history watch list as if I viewed it. Did this happen to you too?

[@jessicaweldon2891]

Jeff - thanks so much, this was exactly what I needed. Your instructions were clear and easy to understand.

[@JeffLeighton1]

Thanks! Appreciate it!

[@libyoquendo7197]

You explained so well!! Thank you. I was having a hard time to figure out how this app work.

[@JeffLeighton1]

No prob! Thanks for watching!

[@kccoyle4432]

AWESOME video instruction, something thought was "not possible" - multiple fill-in-the-blanks in a form, you showed it's much simpler and do-able. THANK YOU

[@JeffLeighton1]

Very doable and very simple thanks for watching!

[@andrearestelli7993]

Jeff, Thank you for the straight forward direction. My cat loved watching your video, I think he is in love with you! He was pawing at your picture. :P)

[@JeffLeighton1]

Haha he could become my first cat subscriber

[@pepsi_.mann.]

I dont know why this was recommended to me, but ill save this just in case i need do some signing. Thanks Jeff!

[@JeffLeighton1]

Appreciate it thanks for watching!

[@johnhallman3896]

Unlike the vast majority of commenters, I came here on purpose and found the information useful. I guess the algorithm has me in its clutches now.

[@JeffLeighton1]

The KZbin algorithm is a powerful thing haha

[@zimzalabimm9794]

Happy KZbin? I finally watch it!

[@JeffLeighton1]

Thanks!

[@dukedelvalle1041]

Thanks. The send it to yourself aspect of the signature process always trips me up.

[@JeffLeighton1]

Thanks for watching

[@claudiarodriguez58]

Thanks so much I was really struggling with this you made it so easy!

[@JeffLeighton1]

No prob! Thanks for watching!

[@mdsardar6367]

Hi Jeff, Thank you so much. in my office this docu sign using every day so i don't about how to use , but you explain every think. Thank you.

[@virgobaby3891]

Thanks so much you literally saved me the biggest headache

[@atymacleod3447]

Thanks for the easy step by step. Im starting a new job and wanted to know how to use this and it helped. I was just wondering if you get like a 30 page document that has to have a signature, do you just keep pressing the signature button and press where or is there a short cut to just keep adding them quicker?

[@Brau_espi]

Ahhhhh yes, the algorithm does it again

[@JeffLeighton1]

hah thanks for watching!

[@jermon983]

I feel ya 😂

[@newsreader4321]

@@JeffLeighton1my dumb question: what is this used for? To buy a bottle of water in a store? srry Im trying to comprehend

[@booo8503]

@@newsreader4321 Docu Sign? This is for signing Contracts, Agreements, Acknowledgement of receiving an order etc., basically any document that needs to be signed by two or more parties and will be done thru an electronic paper (as per his sample) and can be sign electronically without them having to print it out into a paper or sign by a pen. Two people from opposite corner of the globe can agree in writing not just verbally in seconds once the details were agreed. That is why we can save paper/trees on this innovation.

[@abrarahmad6370]

@@booo8503 Very very well said sir! Have a nice day.

[@user-tb7ux7cr2y]

나랑은 전혀 상관 없는데 왜 추천에 뜬 걸까.. 신비로운 알고리즘의 세계,,

[@JeffLeighton1]

I don't know what that means but thanks for watching!

[@user-kv4zb6ep2v]

@@JeffLeighton1 he's saying that the video has nothing to do with him but algorithm showed it to him anyway

[@user-kv4zb6ep2v]

@@JeffLeighton1 and actually, i dont understand why this video was in my recommendation too lol

[@JeffLeighton1]

Hah makes sense, I’ve gotten several of those comments. I think KZbin just decided to promote it all over the place for some reason. I definitely don’t mind at all, wish they did that with all of my videos.

[@user-iw1ch9bz5s]

나만 그런게 아니구나ㅋㅋㅋㅋ

[@chrislucente1927]

Question, where it says total purchase price, is that what you're giving it to the end buyer for or what the seller of the house wants it for?

[@followdg]

Hi Jeff, thank you so much for the video! Explained it really well.

[@edrecommends]

thank you for the great information Jeff..

[@JeffLeighton1]

No prob!

[@harveyw60]

Thank you for the detail video. Just one question. I have a simple agreement form for my customer to sign. I send the document/envelope to the buyer to sign. Does he need to a docusign account. How would he embed his signature. Thank you

[@IamPerfectlyImperfect]

Jeff, great video but I was wondering if you are anyone you know with a sole proprietor real estate company has used Docu sign Rooms? I was told only huge companies with hundreds of transactions have access to Rooms.

[@kenmarron9524]

Hi Jeff. Thanks for the vid. I have 2 basic questions. 1) am I correct in assuming we should upload PDF rather than Word documents? If I upload a word doc will the recipient receive a PDF or word format document?

[@JeffLeighton1]

I always do PDF although I believe you can do word doc as well. The recipient would just get a form to sign, it wouldn’t be pdf or doc it would go through DocuSign.

[@JensenHess]

Thanks for this video bro. Big help!

[@JeffLeighton1]

No prob!

[@jeffryholt5862]

I watched your video, but what do the letters and numbers mean on the bottom of the DocuSign and dose it change when you receive a new one to sign. Thank you Jeffry Holt

[@lindaelkins6423]

Excellent tutorial! Thank you. I had no idea how to send my client a contract... so relieved now.

[@Aloosh814]

Thanks for your explanation! I still have one question, please. How to sign the contract? It is like I draw my signature or what?!

[@adamslawson]

How do you keep your docs all together in Docusign, like pre-approval, broker docs, amendments and keep all the docs together per home address, easily to spit off to your managing broker?

[@duruvak679]

Can you explain about financial zoho crm Docu sign can we use in financial crm?

[@4everseeking361]

Thank you so much for the visual/ step by step instructions!

[@sheldonsoman2930]

We're a K12 school We have a form to send out to parents requiring that they sign. How would docusign work?

[@stefaniejoseph-yf7cb]

I am not getting the pop up box on the side column to fill in the text. It doesn't seem so simple and straight forward on this end.

[@heroinegr3y]

Thanks for the tutorial! It was very easy to follow and understand!

[@burnsnigel007]

Any idea why when I sent my contract to the seller to sign, they couldn’t see any of the typed data? I used “Read Only” for every field that I typed data but I noticed you didn’t. Maybe that has something to do with it? Anyway, good video. Nice and short.

[@MatthewHouangvilay]

I am trying to figure that out too. Did you find the solution?

[@LLO227]

Bravo 👏, great refresher. Good show ol boi 👏

[@yatiekasim7893]

Hi..i just started using this amazing tool 2 days ago & loving it so far. There's one thing i'm stuck at..how do you add in the initials on multiple pages. I have about over 100 pages that i need the recipient to initial & i'll go crazy if i have to drag the initial field on each page. SOS, Jeff. Thanking you in advance.

[@fariaislam09]

I have been wanting to know about DocuSign. Your Video helped me. :) Thank you

[@diva2012ec]

Hi Jeff I like how informative you are but can you please make your page bigger because the information is in really small writing which is very hard to read! Plus how do you delete a signature if you choose not to use docusign?

[@brianaguilar2280]

I need one final step it’s saying 1. Log in to DocuSign 2. Click START NOW 3. Add Documents 4. Select “i’m the only signer” and click SIGN 5. Drag & drop your signature I don’t see anything of that when im logged in . Please help😭

[@akshaybhatnagar4152]

Hey, thanks for the detailed video, can you please tell us, what if 2 people have to sign who belongs to the same party (meaning- one signing authority of say seller and two signing authorities of the buyer), how will we prepare the document in such a case of if such type of signing matrix is followed in a company..? looking forward.

[@aretahuckaby1731]

Amazing video! Just what I was looking for very straight forward! Thank you!

[@hellusunshine]

Hi Jeff, how do i duplicate multiple data fields across multiple recipients w/o using the bulk send option?

[@dadaddududu3381]

Hi Jeff, how can I add a seal in an envelope? For example, I need to send Tom a contract. It demands Tom's signature and the Company's confirm (seal) I've already know about the signature, but how can I deal with the seal？ Should I download extra softwares for seal?

[@betterhousedeals]

Thanks... tip... best to remove the imbedded video or make it Smaller.

[@zahrakattan6482]

Hi Jeff, great content, thanks , but can you please tell me, what is the format of the document that you uploaded, and can I make make one myself?

[@JeffLeighton1]

Mine was a pdf but you can upload any type of document (word, excel, etc)

[@kennedyotiego4453]

Great tutorial, I have been using it for 2 years now a very great app. My question is how do you make it easy when you have several letters to be approved by one person, putting signature in every letter is so tiresome. Is there a simple way?

[@catrinagarcia9897]

Thanks for this Video, this helps me quickly understand and familiar myself to this tool thanks

[@bhuweshSingh]

I upload one document for, after enabling field, When I check tablet and mobile view, the field moved above. I opened it in mail and opened same document in mobile. when click mobile friendly, the editable field going bit above. please help me

[@MomTheMommy]

Thanks but when I go to sign my own document all of my contract is blank.

[@ginaoras7763]

Hi Jeff, Thanks for the Docusign info. Helpful. I will sign up with your link. Quick question. Before sending the doc to a client I noticed that the text fields can be edited once a client receives it. Any suggestions on that not to be the case and only need there signature back.

[@Renbacktome]

So you said you don't have to initial the contract ? Or can I always initial it just to be on the safe side?

[@Hebe20]

KZbin must be a mind reader, I don’t know how I get here , but I’m not complaining , thanks for the video.

[@JeffLeighton1]

Thanks for watching and I think you’re right about KZbin bring a mind reader

[@yvonnearbolado2153]

Hi, Jeff, at 8:43 isn't the caption supposed to be "... and, yeah, you receive an email copy once everyone has signed.."?

[@aezatineza6379]

Can I set up docusign as auto response email to the client after signing up a form?. Thanks for making this video.

[@SSGFL1]

Excellent Video illustration

[@galebrice8724]

all well and good. you did not mention that you are dragging the signature box, the initial box, the text box into the document. not having used it before, i feel that is the most important thing to tell someone and not move so quickly. it i don't know the program how would i know that that you have to number the box of recipients in order. so this is a brief video, but you are missing the basic of how to use doc u sign. explain the the screen and what the items mean. dragging and making a text box.

[@sanazalavi5709]

Hi, thanks for this video. I need docsign to be sent to 2 people to sign and one person to just read that , when first person sign then a copy goes to someone else to read the document and then sign by 2nd person . is it possible?

[@goodben4755]

Hi, I noticed that after signature there are a series of number below it. Is it possible to remove the series of number below signature?

[@AberrantArt]

Hi Jeff. I am setting up a docusign document, the sender is blue fields and recipient is yellow fields. When I enter all the text, I get a problem when previewing. When viewing as the recipient, ALL text fields that i filled in as the sender (yellow) are blank in the preview. And vice versa. When viewing as sender, all the text I filled in on the recipient side (blue) is blank. Isn't this a problem? Then the recipient can't see any text fields I have filled in when reviewing to sign?

[@FenderStrat19711]

Super helpful video! Thanks for sharing!

[@JeffLeighton1]

No prob!

[@packapill]

If I add more recipients would every contract be individual , I have 10 people who need to sign a contract n only 2 spots for people to sign

[@AJMac1]

i do not see the formatting tab whenever I go to add a Text box.

[@rochelleraekageorge7778]

Does the app offer protection? You personal information plus an electronic signature online could be intercepted.

[@marcfarraye2699]

Bless! Thank you for the very helpful, straightforward tutorial.

[@perakings2856]

Hi is there a way to add the initials automatically for all the pages except the last page in a contract with many pages?

[@kingentertainmentevents6418]

I have a question. I did everything here and then when the contract got to the client they couldn't see the information I wrote down. Any thoughts?

[@MatthewHouangvilay]

I am trying to figure that out too. Did you find the solution?

[@kingentertainmentevents6418]

@@MatthewHouangvilay so you make the information yellow when you send it to client instead of blue that's seller

[@MagellanAcademy]

How do you: 1. Design a template where the sender adds variable info each time, and, 2. add fields that the receiver must fill in like name, address, etc. ?

[@cam_gen7]

Hi, I don't see the same homepage as what you see, I just see a box with "drop documents here" and a dropdown to upload it which is not similar to the dropdown you have. I have a trial account - that might be a reason?

[@soliditycanecorso]

Hey how do I edit my contract in DocuSign? Before sending it for clients to sign. each contract that I have signed I need to add information but each contract varies on the information I need to enter

[@focusdriven101]

Thank you! This was very helpful!

[@JeffLeighton1]

Thanks!

[@eduardoebless]

What version of docusign do you have? Can you use a topaz e signature to sign in person?

[@a.s.america]

you said the link is below for docusign but it is not there.

[@JeffLeighton1]

They don’t have an affiliate link, they used to but for some dumb reason they don’t anymore. You’ll just need to sign up at their main site

[@willh.7284]

Ah yes thank you recommendations

[@JeffLeighton1]

thanks for watching!

[@peterhabibjn8308]

Great info still relevant today.

[@chayanjana20]

The ad is depressing at beginning of the video

[@barcenasdigital4828]

Before sending out a document. How can the document be protected from screenshots?

[@1Chimera__]

why youtube doesn't stop recommending this

[@JeffLeighton1]

Haha 😂 sorry

[@AulesHammer]

Is there a way to save a document with fields for easy sending in the future?

[@farnazorang2863]

thanks for the video, can we send a form or an excel document for signature too? or it should be only word or pdf document? thanks

[@wennethephoo4190]

thank you very much clear and to the point

[@JeffLeighton1]

Appreciate it!

[@leadejean8221]

Jeff, Thank you for making this!! I am researching what “cloud” type company to use for our business. I manage a small RV park with long-term residents. We are about to open soon and I need to create our lease agreements and also a Rules and Regulations that I’ll need our residents to initial and sign. We like the idea of cloud storage because we don’t have an office per se (I live on site and work from my RV) Would this type of thing work for what I need? Would I have to create the documents first and then import them into DocuSign? Or is there a way to create documents within DocuSign once you have an account? thanks for any info you can offer!

[@JeffLeighton1]

Yes you could use DocuSign for this. I would create the basic document first and then import into DocuSign. Also, probably a long shot, but if the owner has any interest in selling the RV park I could be interested, I’m looking for different types of parks like that.

[@leadejean8221]

@@JeffLeighton1 thank you for the quick reply!! I sure appreciate it. Actually we are just now opening this park. Our open house is next week. The owner is still excited at this point. Lol. But yes it’s a very cool property in the Texas Hill County

[@JeffLeighton1]

Sounds cool!

[@basedboy9658]

I'm probably the only one that searched for this video lol

[@JeffLeighton1]

Lol maybe you and a couple others

[@lovesabargain]

Great explanation! Wish I had watched it before I tried it.

[@JeffLeighton1]

Thanks for watching

[@rajipv]

Jeff, how did you get the signature there . This information will be useful for the newbies. Thanks

[@JeffLeighton1]

When you click on the left side panel on the signature part it will prompt you to create a signature which you just type your name in.

[@Antman_007]

@@JeffLeighton1 so if i am a seller Bob Seller in this case, do i upload a scanned image of my signature. and if so will this be stored in the cloud.

[@jarodmorris611]

@@Antman_007 - I think it uses a script-looking font and creates an image. I don't think it requires anyone to upload a digital image of their signature.

[@KomalSingh-el5mc]

Great video, but the subtitles are huge and I am unable to see how did you add the signature.

[@meinradschibler9490]

I did not understand how i would sign a contract I receive from you and am not a Docusign user. Meaning I dont have a digital signature handy in my device

[@janetrose5262]

I have a Question - When creating a document how do I enable the document to not be editable to the sender ?

[@ToryInRealty]

Signed up with you link. Thanks for the tutorial!

[@JeffLeighton1]

Great thanks no prob!

[@camillenicole211]

Is there an auto fill option? I’m used to DotLoop.

[@Channel-ke7vh]

About to start helping out at a friend's tax service business during high season, with this software. Your tutorial invaluable in helping newbie come into it with at least a basic familiarity with the interface and terminology. Many thanks for posting this.

[@JeffLeighton1]

Appreciate it, thanks for watching!

[@JonathanMays_Askjmays]

Hi Jeff, I would love to open my Docusign account through your link but I don't see it. Can you send me the link? You deserve credit for this value add video; great work!

[@JonathanMays_Askjmays]

P's: there are some non-functional hyperlinks above...

[@JeffLeighton1]

Hmm thanks I’ll change those, also DocuSign doesn’t have an affiliate program for some reason so you could just sign up through the normal site. Thanks for asking though!

[@JeffLeighton1]

@@JonathanMays_Askjmays which hyperlinks are you referring to? They should just about all be functional