Discover how to effortlessly sign contracts digitally using Plexus' intuitive platform. This step-by-step 3 minute tutorial will guide you through the process, ensuring a smooth and secure signing experience for all your important documents.

Get your contracts digitally signed with ease, using our powerful integration with the DocuSign eSignature platform. Our integration loops into your Plexus account, eliminating the need to log into an external DocuSign account and making signing contracts a breeze. This article will cover:

When a document is sent to sign via Plexus, you'll receive an email to let you know. Once you receive a sign request email, you will be able to access and sign your Plexus document from one of three places:

From the document details page, navigate to the correct document from your documents list, and click Sign on the workflow timeline.

Note that external counterparties can only access your document from their email notification.

Once you've accessed the document in DocuSign, you'll be prompted to Agree to use electronic records and signatures.

Click the checkbox to ensure that you acknowledge this, and click the yellow button to Continue.

Where a document is sent to you without signature locations included, you will need to drag and drop your signatures onto the correct section on the document.

Note that you won't need to do this step if someone else has already created signature locations on your behalf. If someone has created signature locations on your behalf, you'll be able to click a yellow Start button to toggle to where you need to sign the document instead.

A separate yellow Sign button will highlight where your signing action is required.

Where a yellow signature or initial placeholder exists on the document, click the yellow placeholder to confirm your details and customise your digital signature.

To customise your digital signature, click on the yellow Sign or initial button where prompted. From here, you'll have the ability to:

These two fields will determine your customisation options for your signature and initials. Directly underneath these fields, you'll also see the option to:

Your adopted signature option will be remembered for each signature and initial required on this specific document.

We'll go through each of these three options below.

The Select a signature option allows you to select a signature from a range of pre-determined fonts. Select this option and Change style to customise your signature further.

Select from a range of alternative fonts to customise your digital signature further.

Once you're done, click Adopt and Sign.

Alternatively, you may opt to draw your own signature on-screen, using your mouse, trackpad or touchscreen. Click Adopt and sign once you're done.

If you have a pre-scanned and saved copy of your signature, you may opt to upload this from your device. Click Upload your signature to find your file, then Adopt and sign to finalise your changes.

To finalise your inputs, click any remaining yellow tags where your action is required (or drag and drop any additional placeholders if required). In the top right hand corner, click Finish to finalise your inputs.

You can also check out this guide if you'd prefer to wet sign a document.

The document will either send to the next required signer in the workflow, or if no additional signees are required, the document will move to the Executed phase and

the following users will be notified via email:

You'll be able to download a copy of the digital certificate of completion once a file is fully executed too.

Reach out to our Support team via live chat or at [email protected] for assistance with signing your documents via DocuSign.