Need an AI plan for your business? Check out Nick's new book, "Who's in the Copilot's Seat?" - https://brightideasagency.com/book - and if you need more personalized help or advice, check out new engagement options that are available too - https://brightideasagency.com/engage

Electronic signature collection can make your business more efficient, help with document management, and provide a streamlined and professional image to your customers. It's easier than you might think to get started with a product like DocuSign and integrating it directly with your workflows in Microsoft 365. Learn how to sign up, send your first documents, integrate with Microsoft Word, and automate with Power Automate.

Sign up to receive Digital Spotlight, the Bright Ideas Agency monthly mailing https://mailchi.mp/7f5ac2e809a5/brigh...

Check out our website at http://www.brightideasagency.com

Connect with Nick on LinkedIn at   / nickdc   or the Bright Ideas Agency page at   / brightideasagency  

Links:
DocuSign - https://www.docusign.com/
Pushing the platform with power of DocuSign & Power Automate -    • Pushing the platform with power of Do...  
Adobe Sign - https://www.adobe.com/sign.html
Dropbox Sign - https://www.dropbox.com/hellosign

Chapters:
0:00 Get started with DocuSign
0:46 Why use electronic signatures?
3:13 Sign up a DocuSign trial account
3:48 Send your first envelope using DocuSign
7:49 The experience of receiving an envelope
8:18 Status changes in DocuSign
9:23 Completing an envelope
9:53 DocuSign templates
11:28 DocuSign in Microsoft Word
12:51 DocuSign in Power Automate
15:48 DocuSign pricing
16:13 Other options for electronic signatures

The DocuSign icon used in the thumbnail is as shown in the Power Automate connector and is an image owned by DocuSign.

Apart from publicly accessible information, all user data or other related information shared in this video is created for demonstration purposes only. User accounts, passwords, or other data used as part of any demonstrations shown in this video have been created specifically for that purpose and are not any individual or company's private information or data.

Bright Ideas Agency is an Ohio Limited Liability Company. The content of this video is for informational and entertainment purposes only. No guarantees are given in connection with the information shared and you should seek independent technical or business advice before implementing anything you see in this video. If you want to hire us for your project, visit https://www.brightideasagency.com and get in touch.