DocuSign for Google Drive, Google Docs, & Google Chrome - Frequently Asked Questions - FAQ

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What's in the Chrome extension?

1. The Chrome extension upper right pop-out panel for convenient management of envelopes.

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2. A button in the Chrome .pdf file viewer will appear for online documents and allow quick envelope creation.

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What's in the Google Drive/Docs app?
Google Drive/Docs specific functionality, which consists of a right click to send and write back to Google Drive. To do the same send and write back while viewing a Google Docs document, select DocuSign from the Add-ons menu in Google Docs.

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Should I get both?
Yes.

What browsers are compatible with the Chrome extension?
Only compatible with Chrome.

What about the Google Drive/Docs app? What browsers are compatible?
The Google Drive/Docs app is compatible with any browser. The Google Drive/Docs app is installed to the cloud account and not the browser, so functionality is part of the web page being rendered.
Chrome, IE, Firefox, and Safari should have the desired function if they are able to generally render the Google Drive interface.

What data is gathered by DocuSign from my Google account and why?
The only data we gather from Google's APIs are the specifically selected document(s) that are opened with the DocuSign app by the user. No other documents within the user’s Google Drive or Gmail are accessed. A copy of that document is made so that it may be sent through our system for signature. None of the data gathered is used for marketing purposes or given to any affiliates. DocuSign makes sure to adhere to Google's Limited Use Requirements.

How can I request the data from Google be removed?
If you wish to remove this data you can do so by deleting the sent envelope in your DocuSign account. Additionally, you may choose to have documents purged from the system by utilizing the information and directions found here.

What if I have more questions about my private data and how DocuSign and Google handle my privacy?
For more information about the privacy practices used by DocuSign and set by Google you can refer to the following links:
 
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How do I install the Chrome extension?
  1. Go to the Chrome Web Store and search DocuSign: https://chrome.google.com/webstore/search/docusign
  2. The "extension" will be for Chrome and .pdf viewer functionality

How do I install the Google Drive app?
  1. Go to the GSuite Marketplace at https://gsuite.google.com/marketplace/search/DocuSign
  2. Click the DocuSign add-on tile (not the DocuSign for Gmail tile)
  3. Click Install at the top
  4. Click to approve the requested permissions for the app to successfully function

It says I already installed it but I'm not seeing any features?
Check the current Chrome profile or Google Drive account you are operating under and compare it to the login session of the store. There could be a mismatch?
 
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Do I have to use the same email between my Google and DocuSign accounts?
No. An early version of our Google products did require this but you are currently free to choose any DocuSign account.

How do I log in and connect the extension with my DocuSign membership?
  1. Click the gray down arrow DocuSign icon in the upper right of Chrome next to other icons
  2. Choose the Sign In and Sign Up option
  3. You will be prompted to log into your DocuSign Account
     
How do I log out if, I want to connect the extension with a different account?
  1. Click the down arrow DocuSign icon.
  2. Hit the three horizontal lines icon in the upper left to reach more functionality
  3. There should be a Log Out item to select in the resulting list of options

How do I connect my DocuSign account with the Google Drive app functionality?
This is asserted on a session-by-session basis as part of sending. Just attempt to send and you should be prompted to log in.
Since the Google Drive functions are limited to sending and automated writeback, so a persistent account connection is not necessary.
To change the account connection for your session, you should be able to just close the browser or clear the cache.

I've sent a number of envelopes through a connected account from a number of methods, where are they stored?
Log into the https://www.docusign.net with the account you've been connected with and you should see sent items in the DocuSign web console.
The associated account stores items sent from any integration or method. If you don't see them, you'll want to verify you are in the correct account.
 
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How do I to send with a template?
  1. Click the extension icon in the upper right of the Chrome window
  2. Click the three horizontal lines icon in the upper left to reach more functionality
  3. Click Templates
  4. Choose a template and click Use

I don't see the .pdf viewer button when I open a .pdf file I downloaded to my hard disk
The button only appears for online documents, not locally stored ones. Examples based on address bar content:
YES: https://www.docusign.fr/sites/default/files/google-drive-quick-start-guide.pdf
NO: file:///C:/Users/first.last/folder/ds-for-google-drive.pdf

I'm sending from Google Drive I'm asked "who needs to sign the document?" with options. What does each mean?
Only Me - a self signature where you drag items in and get a completed copy without involving anyone else.
Me & Others - signature is required for myself as well as one or more other parties.
Only Others - I don't need to sign, but I need to send the document to others for signature.