Mobile eSigning Made Easy

How To Use eSign in Jitterbit

[Music] hi my name is Doug Goldstein one of the great things today that people are doing to reduce the amount of paperwork is they are signing electronically our company uses the company DocuSign to allow us to get clients signatures sometimes we do it face-to-face where a client just signs on my iPad and sometimes we send out the documents to clients via email and this is what you have to do if you get one of these documents it's very simple and I'll walk you through it so next time you do it it'll be even easier the first thing is you'll get an email and you click on the button in the middle that says review document we then put an access code either will tell you a specific code or a lot of times we'll just use the last four digits of your social security number because some of the information that we send is confidential we want to make sure that it's going to the right person once you enter the access code you're going to click on the button validate and then you're gonna have to agree to sign things via electronic signature so I suggest that you click on the electronic records and signature disclosure read through that and once you're happy with it check the button that says I agree to use electronic records and signatures once you click on that button you'll be able to then click continue and then get started in the upper left side of your screen you're gonna see a start button so go ahead and click on that and once you click on that it's gonna bring you to the first sign here flag a little yellow flag and when you click on that you're gonna have to develop a an electronic signature you'll click on adopt your signature probably when you click on the yellow flag you're gonna see your name entered into the system you'll also see your initials there as well you get to either try to draw an electronic signature with your mouse which frankly I find is a little bit tricky or you can accept one of the standard electronic signature fonts which is just fine if you want to go ahead and do that so you can choose one and then choose adopt and after that whenever you click on a yellow sign flag like you see your going to see your signature appear there just go through the document read everything to make sure you're happy with it and just like you would sign your name on a physical document you can click on the sign flag and when you finish it's going to give you an up an option to click on the finish button at the up right go ahead and click on that and then you're done you can download or you can print if you like or else just go ahead and click continue and...