Send Envelopes
Send Documents for Signature - New DocuSign Experience
How to send a document to others to get their signature.
Classic DocuSign Experience Documentation Sunset - Feb 2018
If you want to find documentation on the Classic Experience, the Classic User Guide and Classic Admin Guide will continue to be available through June 30, 2018.
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.
Classic DocuSign Experience User Guide (PDF)
Information for DocuSign users on sending and managing their documents, and user preferences.
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...
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...
Position Fields Using Location Coordinates
Field location coordinates can be used to get and set the precise position of a field.
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...
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 - 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.
Welcome to the New DocuSign Experience: Transition Portal for Senders
This topic contains information to assist users/senders who are transitioning from the DocuSign Classic application to the New DocuSign Experience.
How to initiate a Bulk Send and update Salesforce records
Shows how to create a bulk recipient file from salesforce. Bulk Send. Relate recipient status. Update salesforce records. Publish completed document.
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.
How do I link an envelope to Salesforce when sending from DocuSign?
Learn how to manually link Envelopes to Salesforce when sending from DocuSign's Web Application even if you're not engaging with the Salesforce User Interface dir...
DocuSign for Salesforce - "Too many DML statements" error when attempting to Send with DocuSign
An error that occurs with the standard Send with DocuSign button in DocuSign for Salesforce