How do I send a DocuSign document? (New DocuSign Experience)
Note: For more detailed information, see the how-to guide How do I send a DocuSign document?
First, log in to your account if you have not already done so.
From your DocuSign Account, click NEW, then click Send a Document.
Click UPLOAD A FILE to upload a document from your computer, or click GET FROM CLOUD to upload a document from an online location. Locate the document you want to upload and click Open.
In the RECIPIENTS field, enter the recipient's name and email address.
a. DocuSign automatically adds an email subject when you upload a document. You can edit this subject and add a message to the recipient by filling in the MESSAGE fields.
b. When finished, click NEXT.
The Fields Palette and your document appear. The recipient name is displayed in the Recipients List.
To assign a signature or other field for the recipient, click and drag a field from the Fields Palette and place it on the document.
Review your document, then click SEND.