Send Envelopes

Disabling Comments on an Envelope - DocuSign eSignature User Guide
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 - DocuSign eSignature User Guide
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.
Add Documents - DocuSign eSignature User Guide
Add documents to an envelope. Upload the files for your recipients to review and sign. Add files from your local machine or a cloud storage provider, such as Goog...
Signing Groups - DocuSign eSignature User Guide
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...
Position Fields Using Location Coordinates
Field location coordinates can be used to get and set the precise position of a field.
Supported Fields and Properties for Offline Signing on DocuSign Mobile Apps
Understand supported tags (fields) and their properties for offline signing with DocuSign for Android, DocuSign for iOS, and DocuSign for Windows Phone
Preparing Envelopes for Advanced Offline Signing on DocuSign Mobile Apps
Instructions on how to create envelopes and add fields to documents so your recipients can sign in person, offline, on mobile devices (DocuSign for Android and Do...
Advanced Offline Signing on DocuSign for iOS
Instructions on how to download envelopes to DocuSign for iOS and host an in-person, off-line signing session.
Going Offline and Online with DocuSign for iOS
How to enable and disable Offline Mode in DocuSign for iOS.
Basic Offline Signing on DocuSign for iOS
How to download documents to your iOS device and host an in-person signing session while offline.
Envelope Custom Fields - DocuSign eSignature Admin Guide
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.
Welcome to DocuSign EasySign: A Transition Portal for Senders
This topic contains information to assist users/senders who are transitioning from DocuSign eSignature to DocuSign EasySign.
DocuSign eSignature for Salesforce - System.CalloutException: IO Exception: Exceeded max size limit of 6000000
Salesforce has an API callout limit of 6mb. DocuSign eSignature for Salesforce can work around this, but if the setting is disabled an error may occur.
How to initiate a Bulk Send and update Salesforce records
Shows how to send a bulk send as initiated in DocuSign and using the DocuSign eSignature for Salesforce integration to track the process in on cert...
Quick Start Guide - DocuSign eSignature for Salesforce Essentials
DocuSign eSignature for Salesforce Essentials lets you connect your DocuSign and Salesforce Essentials accounts so that you and your users can send DocuSign envel...
DocuSign eSignature for Salesforce - Best practices for Using Merge Field writeback feature versus Connect
Best practices for when to use Merge Field writeback feature, and when to use Connect.
DocuSign eSignature for Salesforce User Guide (PDF)
Information for DocuSign eSignature for Salesforce users on how to send documents for signature from Salesforce and Salesforce Mobile App.
Quick Start Guide (PDF) - DocuSign eSignature for Salesforce CPQ
Install DocuSign eSignature for Salesforce CPQ to send quotes.
Send Documents - DocuSign eSignature for Salesforce v7
Steps for sending documents with DocuSign eSignature for Salesforce.