Docusign with Office 365 guide
- Download the docusign from the relevant location
- Sign in on OneDrive by clicking the upwards pointing arrow in the bottom right hand corner of your PC screen (screenshot for guidance) and then clicking the cloud icon – if already signed in, skip to step 3
- Open your OneDrive folder up in file explorer via C:\Users\ben.shearer\OneDrive - Love Energy Savings (change my name to your own or access it by pathing manually via file explorer - screenshot for guidance)
- The docusign file you downloaded, drag it across to the OneDrive folder in the step above and it will proceed to be synced up so it appears in OneDrive on the web.
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Sign in on www.office.com, click “apps” on the left hand side and then select OneDrive from the top:
- On there, click “My Files” on the left hand side, scroll down and open the document you uploaded.
- Once opened, click “file” à “save as” à save the document as the name of the business and then you can edit it as needed – Word will autosave any changes you make as you type so by there’s no need to manually save as you edit.
- Moving forward, any time you want to edit another docusign simply open the docusign from your OneDrive, click save as à save as business name and then proceed to edit the file.