DOCUSIGN

Onoarding

Step by step on-boarding progress-bar

Progress-bar as a bullet list

Text based signature

Draw signature

Upload signature

Upload photo

Multiple languages

Personal branding

Number of documents currently in circulation

Action required

Waiting for others

Expiring soon

Real time audit trials

Step 1 : Select a document

Start a new document workflow

Drag and drop documents

Upload documents

From the system

Box

Google Drive

OneDrive

Select a document from the template

Detect if this is template exists already

Use existing template and continue

Add recipients

Name

Email

Signing type

Sign from anywhere

Sign in person

Receive a CC copy

Access authentication using access code

Add secondary (or more) recipients

Bulk upload recipients (pro feature, locked)

Specify signers sign order

Step 2: Prepare Hotspots

Select recipient who need to fill/sign

Undo/Redo

Copy/paste a hotspot

Stage

Zoom in/out

Hotspot types

Signature

Initial

Date signed

Name

Email

Company

Title

Text

Checkbox

Dropdown

Radio

Formula

Attachment

Notes

Approve

Decline

Properties/Options per field (eg format)

Required/Optional

Custom Fields

Delete field

Page large preview (stage area)

Page thumbnails

Rotate a page

Delete a page

Application shortcuts

Step 3 : Prepare

Recipient name

Recipient email

Email subject

Email message

Add a private note

Summary

Document name

Edit document name

Recipient

Options

Reminders

Expiration (in days)

Change signing

Comments

Signer attachments

Create new

Create a new template by uploading

Save a current document as template

Browse

My Templates

Shared with me

My Folders

Deleted

View deleted templates

Shared templates

Shared templates

Shared folders

View documents in use

Document name

Rename

Last date/time

Export metadata as CSV

Edit documents

Correct

View edit history

Draft Documents

View list of autosaved draft documents

Preview (thumbnail) of a draft

Meta data [status, last change, action]

Action

Continue (start workflow using draft)

Save as

Save draft as a template

Delete (single document)

Delete (multiple documents)

Send documents

Send

Resend

Withdraw a document (void)

Reason text

Deleted

View list of deleted documents (Docusign)

Metadata

status (Docusign)

last change date/time (Docusign)

Actions

Resend (Docusign)

Move (Docusign)

Correct (Docusign)

Make a copy (Docusign)

Void (Docusign)

History (Docusign)

Export as CSV (Docusign)

Move between folders

Move document between folders

Create a new folder

Browse existing folders

Search

Search filters

Document status

Sent by user

Date

Search within envelops

Envelop Reports

Total number of Sent

Delivered

Completed

Declined

Voided documents

Reporting period (1 month, 1 year)

Envelop velocity

Envelop volume

Document Reports

Document completion rate

Vioew documents

Type

Sent status

Recipients

Usage

Custom

Document security

Two factor authentication

Collect payments using e-signatures