CMC Docusign

User Profile Management


 

Navigating to Preferences

The user preferences and profile links are located within the User drop own menu, located in the top right corner of the DocuSign dashboard. Some items can be accessed from either page.

Select User Preferences

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Personal Information

Opening the My Profile option from the upper right corner of your DocuSign login screen takes you to the Profile page.

Personal Information button in upper left corner

Opening the Preferences option from the upper right corner of your DocuSign login screen takes you to Personal Information page.

Personal Information button in upper left corner

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Selecting a Photo

Within the Personal Information page click on the camera on your photo and then drag a photo from your desktop or click Browse from Choose File and click Done.

Upload a photo on the Personal Information page

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Configuring a Signature

Click on the Signatures tab to add or update your signature. You will have three main options.

  1. Choose – select a cursive font for your signature
  2. Draw – use the mouse (or your finger or stylus on mobile devices) to draw your signature
  3. Upload – to upload a scanned image of your signature and initials.

Create your signature by choosing, drawing, or uploading.

Select, draw, or upload your signature and click Create to finalize the process.

NOTE: When uploading or drawing your signature, you must provide both your signature and your initials.

If you upload a signature image, the maximum size is 145 pixels tall by 400 pixels wide.

DocuSign Uploaded Signature Maximum Size

If you upload an initials image, the maximum size is 145 pixels tall by 150 pixels wide.

DocuSign Uploaded Initials Maximum Size

Signature and initials image files must be no larger than 200kb each.

If you have questions about optimizing how your uploaded signature looks, please contact DocuSign support.

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Display & Update Title

To update your professional title, select Personal Information page.

To display your professional title, select Privacy & Security tab of Personal Information page.

Check Display these items on my ID card – Company and title.

ID Card Privacy Settings - Check company and title

Then click Save .

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Email Notifications

DocuSign allows users to customize the type of notifications they receive regarding documents they have out for signature or documents that they must sign. We recommend that users leave these settings in place to preserve DocuSign functionality.  If you are receiving more notifications in Outlook than you want, consider updating Outlook with rules about DocuSign emails.

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