DocHub

Owned by Will Mack, created
Last updated: Nov 21, 2024
11 min read

DocHub is signature and approval software that has a PDF editor, a detailed audit trail tracking each document, the ability to change out a signer midway through the approval process, templates that can be filled by role, and integration with Google Workspace and Microsoft Office. Access DocHub at http://dochub.com.

Prepare and Send a Document Video

https://www.loom.com/share/a38e4beefc5e4d539859295da905a9bd (~10 min)

Sign a Document Video

https://www.loom.com/share/347fa017a4334e93ad5bf47f24f397cc (~3 min)

DocHub Editing Tools Video

https://www.loom.com/share/5e087ca76ca842608b3b1902afc01d20 (~4 min)

Import Google Contacts

https://www.loom.com/share/fa52edd2b55b49108616a95a0c2780ab (~2 min)

Open Document from and Export To Google Drive

https://www.loom.com/share/7f1a2472b8ba426aa48328026122f72c (~4 min)

View Emails Sent from DocHub (including CCs/Viewers)

https://www.loom.com/share/3bc2a326153e4d43b249d257caeccb2e (~1 min)

Send a Reminder Email To a Signer

https://www.loom.com/share/44be4986c4f64b31bcc1f4a2f13b2732 (~2.5 min)

Unfillable Fields Workaround

https://www.loom.com/share/28ec413af74e4bfcb95cf980f0bf0187 (~3 min)

Cannot Add Signers Workaround

https://www.loom.com/share/9ac79b528e584e2daa1380c69a0df903 (~3 min)

Log in to DocHub

  1. Go to Dochub.com and click Sign in at the top right corner.

  2. Select Sign in with Google and log in with your NCSSM email address and password.

Click to view a larger version

Prepare and Send a Document

Start from your Personal Dashboard as shown below so you don’t accidently allow others in the NCSSM Organization to see your private documents. To add your document to your own folder or a Team folder see step 3 below.

  1. Click New Document in the top left corner.

  2. Do one of the following:

    1. Drag a document to the upload area or click Upload to select a document from your computer.

    2. Select Your DocHub to use a previously signed document. You may add new fields to it.

    3. Select Google Drive to upload a document from Google Drive.

    4. Select URL and type the web address of a document to import it into DocHub.

      Click to view a larger version

  3. (Optional) Select a Folder from the Folder dropdown list. Note: Team Folders (called Organization Folders) can be viewed by clicking Show All Folders.

  4. Click Manage Fields which is in the top left corner, to the left of the printer icon.

    Click to view a larger version

  5. Add the signers' email addresses in the Who Should Complete this document? field on the right. Note: Click on the Address Book icon to the left of any email address field to import your contacts. In the window that opens, choose your Google account and allow access.  Start typing to see the emails appear in a dropdown list.

  6. Add fields to your document.

    1. Click the field button you want to add and place it where you want it to go. Note: You can unselect the button by hitting the arrow button or pressing the Escape key.

  7. Assign a signer to each field.

    Click to view a larger version

  8. (Optional) Make the fields required by clicking the lock button for each one.

  9. Click Prepare Sign Request on the right side above the People Tab.

  10. Select either All at Once or Sign In Order.

    1. All at Once - Email all signers at the same time so they can sign in any order.

    2. Sign In Order - Email signers in the order of the number to the left of each email address.

      Click to view a larger version

  11. (Optional) Set the Signers options.

    1. Add Signer - Click this button to add a new signer. Enter the signer’s email address.

    2. Can Annotate - Click this button to allow a signer to add other fields to the document.

    3. Receives Final - Leave this set so the signer receives the signed document.

    4. Number of Fields - Note: If this number is 0, you will need to assign that signer to a field or select can annotate.

  12. Click the blue button to Add or Edit Viewers (CCs)—someone who receives a signed copy of the document.

    1. Add the CC'd person’s email address and select Viewer from the dropdown menu.

    2. Click Add, then click Return to Edit Sign Request.

    3. (Optional) Check or uncheck who receives the finished signed copy of the document.

      Click to view a larger version
      Click to view a larger version

  13. (Optional) Change the Email Options.

    1. Change Email Subject - Initially says Action Needed: DocumentName

    2. Change Email Message - Initially says Please review, sign, and complete this document.

    3. Check or uncheck other Options

      1. Automatic reminders - This notifies the signers after a certain number of days by default.

      2. Expire after inactivity

      3. Only allow hand-drawn signatures

  14. Click Send Request.

    Click to view a larger version

Sending a document as a Sign Request will remove it from the Documents section and move it to your Sent section where you'll no longer be able to make changes to it. However, you can still make a copy of it by opening it and using the File menu  > Actions > Make a Copy.

Sign a Document

  1. Look for the email labeled Action Needed: DocumentName from SenderName via DocHub.

  2. Click View Document. Note: When a signer clicks View Document, they are automatically logged in to DocHub.

    Click to view a larger version

  3. Check I agree to use electronics and signatures. Then, click Let’s Do This.

    Click to view a larger version

  4. Complete the fields assigned to you. Note: Each signer has a colored tag with the fields they should complete, and the number of fields remaining is tracked at the top.

    Click to view a larger version

  5. Sign the document by doing one of the following:

    1. Select a previously created signature. Note: If the signer is new to DocHub when they click to sign the field, they'll be prompted to create a new signature in DocHub which will then be applied to the field. If the signer already has a signature stored in DocHub, then click the signature to apply a previously saved signature.

    2. Sign by phone - Scan the QR code or enter your mobile number for a link to a screen that you can sign with your finger.

    3. Draw the signature - Use a mouse or touchpad to draw the signature.

    4. Upload an image of the Signature - Select an image of your signature from your computer.

    5. Type the signature -Type the signature on the screen and see the signature in various fonts.

Sign by Phone

 

Draw the Signature
Type the signature
Upload an Image of the Signature

5. When you are done with the required fields, look for the yellow arrow and click Finalize at the top right.

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6. Click Finalize Document in the popup window.

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