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.
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.
5. Add the recipient. In the RECIPIENTS field, enter the recipient's name and email address.
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.
8. When finished, click NEXT.
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.
12. Preview and send your document.
13. Review your document, then click SEND.
