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.
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.
DocuSign Identify - ID Verification Q&A
Identify is an open platform to connect any identification method to agreements. ID Verification is a DocuSign offering on Identify that automates the verificatio...
How do I create a hyperlink in DocuSign
Recommended practice is to use Supplemental Documents for documents such as legal disclosures, terms and conditions or any document that should be viewed but not ...
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.
Securely Process Sales Transactions with Remote Customers with DocuSign
With many businesses shifting to a remote model, standard business sales documents may need to be signed and approved remotely. DocuSign’s strict data security an...
Gather contactless consent for medical evaluations
Because of COVID-19, many aspects of arranging and approving healthcare choices may need to be completed remotely, so that face-to-face interactions are minimized...
Maintain continuity of local Government remotely
Use DocuSign eSignature to securely conduct official business with remote employees
Intro to Conditional Routing - DocuSign eSignature User Guide
Conditional routing lets you route an envelope to different people based on envelope data.
How to improve name matching?
DocuSign allows you to enable parameters for improving name matching success while verifying an ID with ID Verification.
DocuSign for Slack
DocuSign for Slack brings all of your important notifications to your Slack account, for example, when you receive a document to sign or when an envelope has been...
DocuSign University Expanded Virtual Enablement
DocuSign University is working hard to enable and help customers get up and running fast, quickly adopt, and maximize the benefits of the DocuSign Agreement Cloud...
Forwarded Signing Invitation Emails
Background and solutions for handling scenarios where the signer shares their signing invitation link with others.