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Home > Information Technology (IT) Systems > DocuSign > Send a Document for Signature
Send a Document for Signature
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Follow these steps to upload a document, add recipients, and send it out for electronic signature using DocuSign.

Prerequisites

  • A valid DocuSign account.

  • The digital file (PDF, Word, etc.) you wish to send.

Instructions

  1. Log in to your DocuSign account.

  2. Go to Start > Envelopes > Send an Envelope.

  3. Under Add Documents, click Upload to select a file from your computer, or drag and drop your file into the designated area.

  4. Under Add Recipients, enter the recipient's Name and Email.

    Note: If you need to sign the document yourself, click Add Recipient and enter your own details, or check the box for "I need to sign" (if available in your version).

  5. Under Add Message, enter the Email Subject and Email Message that the recipient will see.

  6. Click Next.

  7. In the signing interface, select a recipient name from the dropdown menu in the top-left corner.

  8. Drag and drop the required fields (e.g., Signature, Date Signed) from the Standard Fields panel on the left onto the document.

    Important: Ensure you have the correct recipient selected before placing fields. Fields apply only to the recipient selected in the top-left list.

  9. Click Preview at the top of the page to review the recipient's experience.

  10. Click Send to finalize and email the document.

Troubleshooting

  • Wrong Recipient Details: If you notice a typo in an email address after sending, go to the Manage tab, locate the envelope, and select Correct to update the information (provided the recipient has not yet signed).

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