Send Envelopes
Classic DocuSign Experience User Guide (PDF)
Information for DocuSign users on sending and managing their documents, and user preferences.
Send Documents for Signature - New DocuSign Experience
How to send a document to others to get their signature.
Classic DocuSign Experience Documentation Sunset - Feb 2018
If you want to find documentation on the Classic Experience, the Classic User Guide and Classic Admin Guide will continue to be available through June 30, 2018.
Disabling Comments on an Envelope - New DocuSign Experience
If you don't want recipients to be able to comment on documents in an envelope, you can disable comments through Advanced Options.
Document History and Certificate of Completion - New DocuSign Experience
The History and Certificate of Completion provide a complete audit trail on your document, and include a record of all activity related to your transaction.
How Do I... - New DocuSign Experience
Looking for help with a specific task? This topic lists common tasks and provides links to the related help topics.
Signing Groups - New DocuSign Experience
Signing groups enable you to send a document to a predefined group of recipients and have any one member of the group sign your document. When you send a document...
Envelope Custom Fields - New DocuSign Experience
Envelope custom fields are used to classify, record, and track information about envelopes. Field labels are shown to senders and are not seen by recipients.
Add Files - New DocuSign Experience
Upload the files for your recipients to review and sign. Add files from your local machine or a cloud storage provider, such as Google Drive.
How to initiate a Bulk Send and update Salesforce records
Shows how to create a bulk recipient file from salesforce. Bulk Send. Relate recipient status. Update salesforce records. Publish completed document.
DocuSign PowerForms User Guide - Classic DocuSign Experience
Complete guide to creating and using PowerForms.
Freeform signing not allowed when Document Visibility is enabled
If you get an alert when trying to send a document without fields (Free-Form Signing experience for the recipients), and you get a "not allowed" alert, it could b...
How do I populate the bulk recipient’s name in the subject line or email body of an envelope?
Document sender is unable to populate the bulk recipient’s name in the subject line or email body of an envelope.
Set Advanced Options for the Envelopes You Send - New DocuSign Experience
You can set recipient privileges, reminder settings, and expiration options on each envelope you send. Enable recipient options: sign on paper, change signing res...
What time do envelopes expire?
Envelope expiration and reminder email notifications typically occur based on the day that the envelope was sent. The day is calculated based on the sending accou...