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.
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...
DocuSign Essentials - Self-study
A team with the proper training, resources and skills is critical for a pathway to success. Learning resources for the Signer, Sender and Admin roles. Short bite-...
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.
Microsoft Office - Quick Parts and Formulas not displaying expected results
Microsoft Office file data like Word Quick Parts and Microsoft Excel formulas or functions using system or file data not displaying expected results
Recipient View - Decline to Sign (new)
This topic provides information about how recipients decline to sign an envelope. This is associated with the new signing experience.
Recipient View - Other Actions (new)
This provides information about options available to recipients in the Other Actions menu. This topic is associated with the new signing experience.
Merging Duplicate Recipients - New DocuSign Experience
If you use multiple templates you might find you have duplicate recipients that you need to merge. This guide explains how to merge duplicate recipients.
Simplified Sending
Walkthrough for new users using DocuSign's simplified sending. This article will walk you through sending documents for signature.
Correct Envelopes - New DocuSign Experience
You can correct recipient information for any recipient who has not yet signed your documents, and modify the files and fields.