Send DocuSign

Send Envelopes (Documents)


The basic steps for creating and sending a document for signature are as follows:

  1. Start an envelope. You can start with a new envelope, use a template stored in DocuSign eSignature, or finish a previously saved draft.
  2. Add your documents. DocuSign eSignature supports a broad variety of file formats. Select files from your local machine or from cloud storage providers like Google Drive or Dropbox.
  3. Add recipients. Specify who receives your envelope and what action you want them to take.
  4. Add messages. Enter the email subject and message details for your recipients.
  5. Advanced Options. Set special recipient privileges, reminder settings, and expiration options.
  6. Add fields. For each recipient, add fields to your documents to gather the desired electronic signatures and other information, such as title, date signed, and more.
  7. Preview and send. Review your field setup and send the envelope to your recipients.

If you include yourself as a signer, after you send the envelope, you can start the signing process from within your account. See feature. Templates areSign Documents In Your Account for details.


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Article ID: 107096
Thu 5/7/20 12:50 PM
Wed 3/17/21 10:58 AM