Prerequisites / Minimum Requirements
End State / Outcome
- You will have successfully sent a document to sign.
How to Steps
This article will guide you through sending a document to a recipient for signature.
1. Log in to your account if you have not already done so. docusign.com/Login
2. From your DocuSign Account In the Get Started section, click Start, Envelopes, then click Send an Envelope.
3. Click UPLOAD and Browse your computer use other options to upload a document from an online location. Locate the document you want to upload and click Open.
4. In the Add recipients section, enter the recipient's name and email address.
5. DocuSign automatically adds an email subject when you upload a document. You can edit this subject and add a message to the recipient by completing the Add message section. Choose the Envelope Type.
6. When finished, click NEXT.
7. The Fields Palette and your document appear. The recipient name is displayed near the top. To assign a signature or other field for the recipient, click and drag a field from the Fields Palette and place it on the appropriate location in the document
8. Preview document by clicking the PREVIEW box in the upper right corner.
9. When completed, click SEND.
If this article did not help, please review the Related Articles in the right hand column or select the Related Services / Offerings and choose Report an Issue or Problem to open a ticket with the myIT Service Desk.