How to Send - DocuSign for Mobile
To start a new envelope, tap “New Envelopes.”
Select a document from Photos, Google Docs, Box, Templates or Drafts.
To learn more about sending from external docs, see How to Send with External Docs.
Once you have selected a document type the Email Subject for the envelope.
You may also choose to add a message for the recipients in the message box.
Save the envelope as a draft or click “Tag Document” to add signing instructions for recipients.
Select the recipient type.
To learn more about recipient types go to the "DocuSign Service User Guide."
(light box with recipient info for sender, CC, CD and In Person)
Title: Recipient Signer Types
Sign: (was Signer) Use this action if your recipient must sign, initial, date or add data to form fields on the documents in the envelope.
Sign in person: (was In Person Signer) Use this action if your recipient is in the same physical location as a DocuSign user who will act as a Signing Host to help the recipient sign the documents using DocuSign.
Acknowledge receipt: (was Certified Delivery) Use this action if the recipient must receive the completed documents for the envelope to be completed, but the recipient does not need to sign, initial, date or add information to any of the documents.
Receive a copy: (was Carbon Copy) Use this recipient type if the recipient will be notified when the envelope has been completed. This recipient can be placed in any step. The recipient receives a copy of the envelope during that workflow step and when the envelope is completed.
Address recipients: (was Agent) This recipient can add name and email information for recipients in the workflow steps after this recipient. This recipient type is only available if the Send to Manage feature is enabled for the sender and document visibility is not enabled.
Manage envelope: (was Editor) This recipient has the same management and access rights for the envelope as the sender and can make changes to the envelope as if they were using the Advanced Correct feature. This recipient can add name and email information, add or change the routing order and set authentication options for the remaining recipients. Additionally, this recipient can edit signature/initial tabs and data fields for the remaining recipients. This recipient must have a DocuSign account and is only available if the Send to Manage feature is enabled for the sender.
Add the name and email for the recipient. You can type this information or select it from your contact list by tapping the .
You may choose to add recipient authentication, in the form of an Access Code or ID check, to the envelope.
See more information about authentication.
After all recipients have been added, create tags to indicate where signatures and other information are required. To add tags to the document, tap the "Tagger Palette" on the right-hand side and select the appropriate tag, then tap the document.
When you are done adding tags, tap “Send Now” to send the envelope to recipients.
After the envelope is sent, tap “Done” to return to the Envelopes section.