How To Create A Form In Docusign

If you’re looking to streamline your form creation process, DocuSign is the perfect solution for you. In this article, we will walk you through the steps to create a form in DocuSign and explore the benefits of using this platform.

From logging in to your account to customizing your form and sharing it, we will cover everything you need to know. So, if you want to save time, resources, and create secure and legally binding forms, keep reading to learn more about DocuSign.

What is DocuSign?

DocuSign is a leading eSignature solution that allows users to electronically sign documents and create digital forms with ease.

Users can customize fields, set automatic reminders, and track the status of documents in real-time through the intuitive interface of DocuSign.

One of its key advantages is the ability to securely store signed documents in the cloud, ensuring easy access and organization.

DocuSign offers advanced security features like encryption and authentication to maintain the confidentiality and integrity of sensitive information.

With its user-friendly mobile app, individuals can sign documents on-the-go, making the entire process of document management seamless and convenient.

Why Use DocuSign for Creating Forms?

DocuSign is the preferred choice for creating forms due to its ability to create secure electronic signatures and documents effortlessly.

DocuSign offers advanced security features to keep sensitive information secure during document signing. Users can trust that their electronically signed forms are legally binding and tamper-proof.

The platform’s user-friendly interface simplifies form creation, allowing for easy customization and workflow establishment for seamless collaboration. DocuSign’s electronic signature capabilities streamline the traditional paperwork process, saving time and resources for businesses and individuals.

What Are the Steps to Create a Form in DocuSign?

Creating a form in DocuSign involves a series of simple steps that enable users to build customized documents tailored to their needs.

To start the form-building process, users can choose from various templates or create a new document from scratch. They can then proceed to add fields such as text boxes, dropdown menus, checkboxes, and more to gather the required information efficiently.

DocuSign offers extensive customization options, allowing users to adjust field properties, set conditions for field visibility, and even apply calculations within the form. After designing the form, users can save it as a template for future use and easily share it with collaborators for seamless collaboration.

Step 1: Log in to Your DocuSign Account

To begin creating a form in DocuSign, log in to your DocuSign account using your credentials.

Once you access your DocuSign account, you will be prompted to enter your username and password for user authentication. This step ensures that only authorized users can access the account, maintaining security and privacy.

After successfully entering your credentials, you will gain access to various account management features, such as viewing and signing documents, managing templates, and monitoring the status of ongoing transactions. It is important to safeguard your login information and enable two-factor authentication to enhance the security of your DocuSign account.

Step 2: Click on the ‘New’ Button

After logging in, locate and click on the ‘New’ button to initiate the form creation process within DocuSign.

This ‘New’ button is typically located in the top menu bar or in a prominent location on the dashboard.

Once you click on it, a dropdown menu or a new page may appear, offering various options for creating your form.

From there, you can select the type of form you want to create, whether it’s a template, a blank form, or a form from a predefined category.

Choosing the appropriate option will launch the form builder interface where you can start customizing your form according to your specific requirements.

Step 3: Choose ‘Create a Form’

Select the ‘Create a Form’ option to start building your customized form using the DocuSign platform.

When you click on the ‘Create a Form’ option in DocuSign, you will be taken to a user-friendly interface with a range of form creation tools. This interface enables you to personalize your form to meet your specific needs. You can add text fields, checkboxes, dropdown menus, and electronic signature fields as you navigate through the form building process.

Additionally, you can easily drag and drop elements to design the layout that best suits your requirements. The platform also offers options to customize colors, fonts, and branding details, ensuring consistency with your organization’s identity.

Step 4: Select a Template or Start from Scratch

Choose between selecting a template or starting from scratch to begin designing your form based on your preferences.

Using pre-existing templates can save time by providing a ready-made structure that can be easily personalized with your colors, logos, and fonts. On the other hand, creating a form from scratch allows complete freedom to tailor every aspect according to your specific needs.

The flexibility to mix and match elements, adjust layouts, and add interactive features like dropdown menus or conditional logic provides endless possibilities for customization. Whether you prefer the convenience of templates or the creativity of building from the ground up, the choice is yours to make your form design process seamless and unique.

Step 5: Add Fields to Your Form

Add relevant form fields to your document to collect necessary data and information from recipients seamlessly.

Consider the key details you need to gather from individuals and strategically place corresponding form fields to ensure a smooth data collection process.

By identifying essential information that users must provide, such as names, addresses, or feedback, you can create a comprehensive form that facilitates accurate data capture.

Placing these fields strategically within the document can enhance user experience and streamline the data gathering process.

Organizing the form fields in a logical sequence helps users navigate and complete the document efficiently, leading to more effective data collection outcomes.

Step 6: Customize Your Form

Customize the appearance and layout of your form to create a user-friendly and visually appealing document for recipients.

By personalizing your form design, you have the opportunity to make it reflect your brand identity and resonate with your audience. Incorporating vibrant colors, engaging fonts, and intuitive navigation can significantly enhance the user experience.

Smooth and streamlined user interface elements ensure that recipients can effortlessly complete the form without any confusion. A well-designed form not only captures attention but also instills trust and professionalism in the eyes of the users. Embrace form customization to craft an engaging and aesthetically pleasing document.

Step 7: Preview and Test Your Form

Before finalizing your form, preview and test it to ensure all fields are correctly configured and functional.

This step is crucial in the process of form validation as it helps unearth any potential issues that users may encounter. Verifying the form’s responsiveness across different devices and browsers can highlight any display inconsistencies.

By thoroughly examining the form’s logic and data validation, users can ensure that error messages appear when needed and that input restrictions are properly enforced. Testing user interactions, such as submitting the form with both valid and invalid data, can reveal any glitches or unexpected behaviors. Remember, meticulous validation and testing procedures are essential to guarantee a seamless and user-friendly form experience.

Step 8: Save and Share Your Form

Once satisfied with your form, save it and share it with recipients through secure form distribution methods.

This ensures that your valuable information is transmitted safely and confidentially. Consider utilizing encrypted email attachments or secure cloud storage platforms to securely distribute your form.

By utilizing password protection or encryption features, you can further enhance the security of your shared form. It is important to emphasize the significance of avoiding sharing sensitive information through unsecured channels, such as unencrypted email or unprotected file sharing services. Prioritize using reputable and validated methods to safeguard your data and ensure the privacy of both you and your recipients.

What Are the Benefits of Using DocuSign for Creating Forms?

DocuSign offers numerous benefits for creating forms, including electronic consent, streamlined form routing, and enhanced document security.

By utilizing DocuSign, users can streamline the process of obtaining consent electronically, saving time and reducing paperwork. The efficient form routing feature allows documents to be automatically sent to the right recipients, ensuring swift completion.

The robust document security measures offered by DocuSign protect sensitive information from unauthorized access or alterations, giving users peace of mind when handling confidential data. These features make DocuSign a reliable and secure platform for creating, managing, and processing forms in electronic workflows.

Easy to Use Interface

DocuSign’s intuitive and user-friendly interface makes form completion and submission a seamless process for users of all levels.

DocuSign’s streamlined design allows for easy navigation, guiding users seamlessly from start to finish. The platform’s clean layout and straightforward instructions make filling out forms a breeze, minimizing the chances of errors or confusion.

The interface is thoughtfully crafted to prioritize user experience, featuring prominent buttons for key actions and helpful tooltips throughout. Whether you’re a first-time user or a seasoned pro, the simplicity and efficiency of the interface ensure a stress-free document signing experience.

Wide Range of Templates and Customization Options

DocuSign provides a diverse selection of templates and extensive customization options to tailor forms according to specific needs and branding requirements.

DocuSign offers a diverse selection of templates for various industries, including business, legal, and healthcare. These templates can be easily customized to align with a company’s branding, utilizing colors, logos, and fonts.

The platform also allows for the integration of custom fields, giving users the ability to collect specific data according to their needs. This level of customization empowers businesses to effortlessly create professional and functional forms.

Secure and Legally Binding

DocuSign ensures the security and legality of documents through robust compliance measures, making every signature and form submission legally binding.

DocuSign prioritizes document security and compliance, utilizing advanced encryption techniques to protect sensitive information. The platform follows industry best practices and adheres to strict standards to prevent unauthorized access and maintain data integrity.

With global regulatory guidelines in mind, DocuSign’s compliance standards enable secure cross-border transactions, providing confidence in the authenticity of electronic signatures. This dedication to security and compliance not only builds trust and transparency but also streamlines business processes by minimizing risks associated with traditional paper-based transactions.

Saves Time and Resources

By streamlining document processes and automating workflows, DocuSign saves significant time and resources for businesses and individuals alike.

DocuSign’s advanced automation features make document creation, approval, and storage seamless. This eliminates the need for manual handling and reduces the risk of errors.

With DocuSign, teams can focus on more strategic tasks, boosting overall productivity. Its efficient workflow optimization allows users to expedite traditionally time-consuming tasks, saving time and effort.

By minimizing manual interventions and accelerating processes, DocuSign revolutionizes resource management and provides a competitive edge in today’s fast-paced business landscape.

Accessible from Anywhere

DocuSign’s cloud-based platform enables users to access and share forms from anywhere, facilitating seamless collaboration and document management.

With its user-friendly interface and compatibility across various devices, individuals can easily sign, send, and manage documents on the go.

The ability to work remotely and securely from different locations enhances productivity and efficiency.

Whether you’re using a laptop, tablet, or smartphone, DocuSign ensures that you can conveniently access your documents in real-time.

This level of accessibility and convenience is especially valuable for remote teams and businesses with dispersed locations, making it a popular choice for those seeking effective remote collaboration solutions.