Send Envelopes
Send Documents for Signature - New DocuSign Experience
How to send a document to others to get their signature.
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.
Add Documents - New DocuSign Experience
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 - 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...
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
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.
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...
Basic Offline Signing on DocuSign for iOS
How to download documents to your iOS device and host an in-person signing session while offline.
Going Offline and Online with DocuSign for iOS
How to enable and disable Offline Mode in DocuSign for iOS.
DocuSign for Salesforce Administrator Guide (PDF)
Information for DocuSign for Salesforce administrators to manage users and account settings.
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.
DocuSign for Salesforce User Guide (PDF)
Information for DocuSign for Salesforce users on how to send documents for signature from Salesforce and Salesforce Mobile App.
DocuSign Print Driver v3 (PDF)
The DocuSign Print Driver is a free utility that allows you to “print” your document directly into a DocuSign envelope or template from the application that creat...
Why am I still receiving delivery failure notifications after correcting a recipient’s e-mail address?
SMTP standards for email transmission advocate for a 5 day period over which email transmission is re-attempted. DocuSign's outbound notifications adhere to this ...
Apply Electronic Seals to Your Documents
DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on an invoice before sendin...
DocuSign 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.
Locate Templates
The Templates page gives you access to all the templates that you own or are shared with you. There are different ways to locate templates, including search, filt...
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