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
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