docusign, digital, computer

Jewell Moore and DocuSign

We use Docusign as a secure electronic method of delivering documents and obtaining signatures which meet the requirements of the Electronic Transactions Act 2000. 

Over 95% of our clients have successfully adopted this electronic system.

Why Docusign?

Using Docusign: A quick reference guide for clients

Why we use docusign:

1. Your Security:

Docusign provides a method for us to securely transmit documents to our clients and obtain legally binding signatures accepted by the ATO and a court of law. Privacy law dictates that we are not allowed to transmit documents containing your Tax File Number by email, as email is not considered confidential. Utilising the DocuSign system allows us the ease of emailing information whilst conforming to privacy law requirements. Documents stored in their ISO 27001 and SSAE 16 data centres are encrypted with the highest levels of encryption. Read more…

You can use Docusign without creating an account or password, however in this case your privacy may be compromised by anyone gaining access to your emails. We recommend and urge all clients to create a free account with password.

2. Your Convenience:
Many of our clients are time-poor and Docusign is a convenient and efficient way to  securely complete thier compliance needs. This also gives us the flexibility to provide our quality services to you while you are interstate or overseas. Further information on Docusign is available from their FAQ section.

Alternatively contact us and we will be more than happy to assist.

Using DocuSign: Quick Reference Guide for Clients

1. Review the DocuSign email

Open the email and review the message from the sender. 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.

3. Start the signing process

– Click the START tag on the left to begin the signing process. You are taken to the first field requiring 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

Do one of the following:

  1. Accept the default signature and initial style.
  2. Click SELECT STYLE, and select a signature option.
  3.  Click DRAW. Draw your signature using a mouse,or your finger or a stylus.

6. Save your signature

Click ADOPT AND SIGN to adopt and save your signature information and return to the document.

7. Confirm signing

When you finish clicking all signature tags in the document, confirm signing by clicking FINISH.

8. Download copy for your records

A message will appear stating that you have completed your document. You can now download a PDF copy or print a copy of the document for your own records. We recommend keeping personal copies of these for your own records as they only stay in the DocuSign cloud for a limited period of time.

We will automatically receive an email with the signed document attached from DocuSign, and the signed document also appears in our DocuSign account.