How do I send a DocuSign document? (New DocuSign Experience)


Note: For more detailed information, see the how-to guideĀ How do I send a DocuSign document?

  • For information on sending a document in the Classic DocuSign experience, click here.

First, log in to your account if you have not already done so.

Step 1 Upload your document

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.

Sending_Click Browse from my Computer

Step 2 Add the recipient

In the RECIPIENTS field, enter the recipient's email address and name.

Sending_Enter recipients email and name

Step 3 Add the email subject and message

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.

Sending_Enter the email subject and message

b. When finished, click NEXT.

Sending_Click Next

Step 4 Add signing fields

The FieldsĀ Palette and your document appear. The recipient name is displayed in the Recipients List.

Sending_Adding a tag

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.

Step 5 Preview and send your document

Review your document, then click SEND.

Sending_Click Send