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 the "How to Send a Document for Signature" guide.
DocuSign makes it easy to send and sign documents. These guides make it even easier.
This library is your resource to take advantage of all the features of DocuSign. Whether you’re looking to send your first document or implement a template strategy for your thousandth contract, you’ll find the steps and answers to your questions right here.
How to Send Using A Template
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 the "How to Send a Document for Signature" guide.
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 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 select "Templates" or "Shared Templates" from your DocuSign Library.
For more details on using an "External Document Source" see the How-to Guide "Sending with External Documents."
Step 3
From the "Add Online Documents" window select "Templates" or "Shared Templates" from your DocuSign Library.
For more details on using an "External Document Source" see the How-to Guide "Sending with External Documents."
Step 4
When a folder is selected, the documents will show up on the right-hand side. Select the document or documents for the envelope and click the "Add" button.
Step 4
When a folder is selected, the documents will show up on the right-hand side. Select the document or documents for the envelope and click the "Add" button.
Step 5
Documents that have been added will show up as selected documents.
For more information on Document Actions see the "DocuSign Service User Guide".
Step 5
Documents that have been added will show up as selected documents.
For more information on Document Actions see the "DocuSign Service User Guide".
Step 6
A subject and email may have been pre-entered in the template. To update the text, click inside the text box and edit.
Step 6
A subject and email may have been pre-entered in the template. To update the text, click inside the text box and edit.
Step 7
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 7
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 8
Templates can have pre-positioned tags on the document. If you know the tags that are selected are correct, click "Send Now" or click the "Next" button to view the tag locations.
For more information see "How to Send a Document for Signature."
Step 8
Templates can have pre-positioned tags on the document. If you know the tags that are selected are correct, click "Send Now" or click the "Next" button to view the tag locations.
For more information see "How to Send a Document for Signature."
Step 9
You can add tags or remove unlocked tags. When you are ready to send, click "Send Now" or click "Next" to preview the recipient's view.
Step 9
You can add tags or remove unlocked tags. When you are ready to send, click "Send Now" or click "Next" to preview the recipient's view.
