Prerequisites / Minimum Requirements
End State / Outcome
- You will have successfully sent a document to sign.
How to Steps
Sending a Document in DocuSign
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. Upload your document.
3. From your DocuSign Account, click NEW, then click Send an Envelope.
![Updated screenshot of Send an Envelope](https://myservices.creighton.edu/TDPortal/Images/Viewer?fileName=bc80576a-a848-4ca8-a583-bd0780c79a02.png&beidInt=2)
4. Click UPLOAD A FILE to upload a document from your computer or click GET FROM CLOUD to upload a document from an online location. Locate the document you want to upload and click Open.
![User-added image](https://myservices.creighton.edu/TDPortal/Images/Viewer?fileName=e12803d5-ec02-436c-a5f7-20bb5c76b710.png&beidInt=2)
5. Add the recipient. In the RECIPIENTS field, enter the recipient's name and email address.
![User-added image](https://myservices.creighton.edu/TDPortal/Images/Viewer?fileName=ebb28db2-573b-4e49-a52a-836404e2eabe.png&beidInt=2)
6. Add the email subject and message.
7. DocuSign automatically adds an email subject when you upload a document. You can edit this subject and add a message to the recipient by filling in the MESSAGE fields.
![User-added image](https://myservices.creighton.edu/TDPortal/Images/Viewer?fileName=ad991dc7-7b9c-4228-a4f0-9129ea939675.png&beidInt=2)
8. When finished, click NEXT.
![User-added image](https://myservices.creighton.edu/TDPortal/Images/Viewer?fileName=59a403b1-485d-4e20-bd9f-bc67695e3ef9.png&beidInt=2)
9. Add signing fields.
10. The Fields Palette and your document appear. The recipient name is displayed in the Recipients List.
11. To assign a signature or other field for the recipient, click and drag a field from the Fields Palette and place it on the document.
![User-added image](https://myservices.creighton.edu/TDPortal/Images/Viewer?fileName=3a0f770e-9212-4cf4-8c42-80ad661443c3.png&beidInt=2)
12. Preview and send your document.
13. Review your document, then click SEND.
![User-added image](https://myservices.creighton.edu/TDPortal/Images/Viewer?fileName=05f778bd-c4b5-48ba-a77b-9857face0de0.png&beidInt=2)