How to Send With External Documents
Step 1
From the DocuSign home page, click the "New Envelope" button or select the "Send" tab to begin the sending process.
For more information see "How to Send a Document for Signature."
Step 2
From within the "Prepare Envelope" section click "Choose from an Online Document."
To learn how to add a document from your computer, check out "How to send a document for signature."
Step 3
From the "Add Online Documents" window you can select from your DocuSign library of Templates, Shared Templates or choose from an External Document Source. Select an external document source.
For more details on DocuSign templates, see "How to Send Using Templates."
Step 4
The first time an external document source is selected, a new window pops up to authenticate. Enter your credentials or create a new account. [i]Image shown represents Box's log in page. For more information on available external document source providers, click below
Box
Google
Dropbox
Salesforce
Step 5
Once you have authenticated, DocuSign will present a confirmation that the service has been configured. Click the "Close" button to continue.
Step 6
Selecting a document from any of the External Online Document sources works the same way. In this example we are using Box. Select the Box folder and navigate to the folder in which the document is located.
Step 7
When a folder is selected, the documents inside will show up on the right-hand side. Select the document or documents for the envelope and click the "Add" button.
Step 8
Documents that have been added will show up as selected documents. You can drag and drop, apply templates, match or replace the document. For more information on Document Actions, see the "DocuSign Service User Guide".
Step 9
Add email recipients by typing an email address and name, and then click "Add Recipient."
For more information see "How to Send a Document for Signature."
Step 10
An email subject will be added by default when you upload a document. You can edit the subject and add a message to all recipients by filling in the fields provided.
To add a note to a specific recipient, select that person's name from the "Add a Note" menu and click the "Add" button.
Step 11
To allow Free Form Signing by the recipients simply click the "Send Now" button at the top of the page.
To create a Guided Signing experience, as well as review the document, click the "Next" button.
For more information see "How to Send a Document for Signature."
