DocuSign Tip of the Month: Notify Recipients
Before sending a DocuSign envelope, make sure you inform the recipients that the envelope will be sent via DocuSign. This is especially important for first-time users, so that they know what to expect when the document arrives in their email box, and they know that it is a legitimate request.
And before you select ‘SEND’, make sure to double-check the spelling of names and email addresses of your recipients. This will ensure the document is routed correctly. If an email address is incorrect, the envelope will fail as it will not be able to route to the recipient. If a name is spelled incorrectly, the misspelled name will be included on the form and certificate of completion, thereby affecting the audit trail.