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
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.
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.
Send Supplemental Documents - DocuSign eSignature User Guide
You can use supplemental documents to provide additional information to recipients which does not require signature, such as legal disclosures or terms and condit...
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...
Create a Bulk Send Recipient List - DocuSign eSignature User Guide
The Bulk Send Recipient list is a spreadsheet file containing the recipient information for your Bulk Send document.
DocuSign for NetSuite (PDF)
This guide provides information on installing and sending documents for signature with DocuSign for NetSuite, plus information on creating and working with DocuSi...
DocuSign for Salesforce Administrator Guide (PDF)
Information for DocuSign for Salesforce administrators to manage users and account settings.
Locate Templates - DocuSign eSignature User Guide
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...
Access Codes - DocuSign eSignature User Guide
Adding an access code for your recipients adds an extra level of security to your documents. You add a code to a recipient on the document, and then communicate ...
Document Markup - DocuSign eSignature User Guide
With Document Markup, recipients can make changes to your document by covering up existing text and adding new text.
Add Recipients - DocuSign eSignature User Guide
Add the recipients who will receive your document. Set a signing order to control the order in which they receive your document. Other topics in this guide: use t...
Add Messages - DocuSign eSignature User Guide
Include a message to your document recipients. You can create a group message to all, and private messages for individual recipients.
In Person Signing - DocuSign eSignature User Guide
If you are meeting in person with someone, you can use In Person Signing to simplify the signing process. With In Person Signing, a host facilitates a DocuSign se...
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