How to use DocuSign with Westoba
When someone sends you a DocuSign document for your electronic signature, you first receive an email from DocuSign sent on behalf of a Westoba Credit Union or Westoba Financial Solutions team member.
Check the DocuSign FAQ section to learn more answers to common questions.
(Video: provided by DocuSign)
1. Review the DocuSign email
Open the email and review the message from the Westoba team member. Click REVIEW DOCUMENT to begin the signing process.
2. Agree to sign electronically
Review the consumer disclosure and select the checkbox I agree to use Electronic Records and Signatures. Click CONTINUE to begin the signing process.
Important! To view and sign the documents, you must agree to conduct business electronically. Note: To view additional options, click OTHER ACTIONS.
3. Start the signing process
Click the START tag on the left to begin the signing process. You are taken to the first tag requiring your action. Click the START tag on the left to begin the signing process. You are taken to the first tag requiring your action.
Click the SIGN tag.
You are asked to Adopt Your Signature.
4. Verify your name
Verify that your name and initials are correct. If not, change them as needed.
5. Adopt a signature
Click ADOPT AND SIGN to adopt and save your signature information and return to the document.
Adopt Your Signature Options:
Option 1: Use the pre-generated signature styles. Click Change Style on the top right of the ‘Preview’ box to change the style of your signature font.
Option 2: Select DRAW and draw your signature manually.
Option 3: Upload your signature
7. Confirm signing
When you finish clicking all signature tags in the document, confirm signing by clicking FINISH. A message appears stating that you have completed your document. You can now download a PDF copy or print a copy of the document. The Westoba team member will receive an email with the signed document attached.
NOTE: You may be required to complete other fields in the document. Please ensure all fields are completed before clicking FINISH.
8. Sign up for a DocuSign account (Optional)
You may sign up for a DocuSign account and save the document in your own account, although it is not required to complete the signing process.
DocuSign sends email notifications on behalf of its users. You can simply “reply to” the email notification to contact the sender of the document with questions.
You may also visit DocuSign for technical-related questions.
Protecting your information is our top priority. We use DocuSign to sign sensitive documents because they offer world-class security and operations. DocuSign’s comprehensive approach to security ensures the confidentiality, integrity, availability, authenticity, and enforceability of your DocuSign transactions.
Learn more about DocuSign security
The notification email you received contains the name and email address of the sender – to contact the sender, please use the email address included in the notification.
DocuSign sends email notifications on behalf of its users. Each sender can set how often to send email reminders.
Your options to stop receiving email reminders to sign:
- Decline to sign: You need to head to a branch to complete the signing if you wish to proceed, or the sender will send you a new DocuSign document. You might be asked to provide a message for the sender of the document indicating why you have declined to sign. In cases where there are other signers, those who have already completed signing receive an email stating that you have declined to sign. Other signers who have not completed signing will not be able to access the documents.
- Complete the signing
- Contact the sender and ask them to Void/Cancel the document. You can simply “reply to” the email notification to contact the sender of the document.