Follow this step-by-step guide to send your documents with Box and DocuSign.


If any of the information below fails to load, please email ithelp@isoc.org with "DocuSign" included in the subject to get assistance as soon as possible.


Note: For best viewing of each video, you may need to press the Fullscreen button: 



Step 1: Locate the document ready for signature that you have already saved. If the document is not in Box, move or copy the document to Box so you may locate the document in Box Web.


 

 

 

Step 2: At your document, click on the three dots to the right ("More Options"), then click on "Integrations," then "Send with DocuSign."



Alternatively, you may press the "Send with Docusign" button from the document view.


Note: With either option, you may only upload one document at a time.

 

 

 


Step 3: Log into DocuSign if you aren't already logged in. Confirm the name of the document and the folder to which DocuSign will upload a signed copy of the document. 



DocuSign will upload an additional copy of the signed document to another folder called "Approved Executed Contracts" which has limited access.

 

 

 

 

Step 4: Click Add Recipients.


 

 

 

 

Step 5: Add your recipients. Make sure the "Set signing order" box is checked. 



Note: Generally, the signing order is as follows:


1. Vendor Signer

2. ISOC General Counsel

3. ISOC Signer

Example:



Note: If you have pre-arranged a different signing order with Ilona Levine (ISOC General Counsel), make sure your signing order is set per your arrangement.


Once your signing order, names and email addresses are correct, click DONE.

 

 

 

 

Step 6: Click and drag the Signature (and related fields) for each recipient onto the document. Note that Ilona Levine will always have the Approve Button as her "Signature."


Verify that all fields are in the correct places.

 

 

 

 

Step 7: Edit the email subject and message directed to the recipients of the document.


 

 

 

Step 8: Send the document with one of the yellow SEND buttons in the upper or lower right. 

 

DocuSign will take care of the rest - as the sender, you will receive email notifications when recipients interact with the document, including when they view and sign the document.