How do I send a DocuSign document?

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.

Step 1 Upload your document

From your DocuSign Account, click START, then click Send an Envelope.

Click UPLOAD 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.

Step 2 Add the recipient

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

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.

b. When finished, click NEXT.

Step 4 Add signing fields

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.

Step 5 Preview and send your document

Review your document, then click SEND.

Want to learn more?

• DocuSign Essentials - mLearning - Sending
• Video: Sending Documents
• Video: Working With Templates
• Guide:  Send a Document
• Guide:  Create Templates