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 eWitness Q&A
DocuSign eWitness allows organizations to enable signers to identify up to two witnesses to sign an agreement in a legal and confidential manner. eWitness capture...
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...
DocuSign eSignature for Salesforce CPQ Admin Guide (PDF)
Install DocuSign eSignature for Salesforce CPQ to send quotes.
Add and Edit Recipients - DocuSign eSignature for Salesforce v7
Use the Add Recipients section to set who you want to send your documents to.
Add Custom Tags with Merge Field Setting for Users - DocuSign eSignature for Salesforce v7
How to add a custom tag with merge field settings to your document.
Add Documents to the Envelope - DocuSign eSignature for Salesforce v7
Use the Documents section to add documents to your envelope.
Create and Send an Envelope for In Person Signing - DocuSign eSignature for Salesforce v7
How to create a new envelope and set up in person signing (hosted signing).
Review and Send Your Document - DocuSign eSignature for Salesforce v7
How to review and then send your document with DocuSign eSignature for Salesforce.
Select a Salesforce Object - DocuSign eSignature for Salesforce v7
This is the first step in the general procedure to send a document for signature through DocuSign eSignature for Salesforce.
Send Documents Using the Salesforce Mobile App - DocuSign eSignature for Salesforce v7
Send any document attached to a Salesforce record for signature with DocuSign using the Salesforce Mobile App.
Send Documents - DocuSign eSignature for Salesforce v7
Steps for sending documents with DocuSign eSignature for Salesforce.
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...
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