DocuSign Support Documentation
Use the tabs below for fast access to the information you need most.
How-to Guides
How-to Guides provide easy steps for frequent DocuSign user tasks.
How to Send Advanced Tagging »
How to Send - DocuSign for Mobile »
How to Send With External Documents »
How to Send Using A Template »
How to Manage Envelopes »
How to View History and Certificate of Completion »
How To Send A Document for Signature »
DocuSign Support User Guides
User guides are comprehensive downloadable user reference guides for installations and other administrative tasks.
Using DocuSign
DocuSign Service User Guide »
DocuSign Service Online Help »
PowerForms User Guide »
Account Administration Reference Guide »
Single Sign On Functionality Information »
Send on Behalf Of Information »
DocuSign and zipForm6 User Guides
Adding DocuSign Credentials to ZipForm6 »
Sending a Document from ZipForm6 without a Template »
Sending a Document from ZipForm6 with a DocuSign Template »
DocuSign Desktop Client User Guides
Getting Started »
DocuSign Desktop Client Administrator Supplement »
DocuSign Desktop Client Setup »
DocuSign Desktop Client User Guide »
Legal
DocuSign Support Quick-start Guides
The Quick Start Guides are single-subject guides that provide information on how to use DocuSign features.
Sending
Sending a Document »
Sending a Document for Free-Form Signing »
Sending a Document to Two People Sharing an Email »
Sending a Document with Multiple Recipients »
Sending with Express Send »
Sending with the Fax Out for Signature Feature »
Sending From Box »
Creating & Managing
Adding a User »
Adding Signer Authentication »
Allowing Recipients to Sign On Paper »
In-Person Signing »
Managing Envelopes and Folders »
Requesting Documents (Attachments) from your Recipients »
Document Visibility »
Transferring Envelopes »
Customizing
Account Branding »
Creating a Template »
Creating Custom Tags »
User Features
Using Agent Managed Envelopes »
Using the Intermediary Recipient Feature »
Using the Bulk Recipient Feature »
Using Calculated Fields »
Using Check Boxes and Radio Buttons »
Using Concealed Fields »
Using Conditional Fields »
Using Document Markup »
Using Field Markup »
Using the Accessibility Support Feature »
Using the Payment Processing Feature »
Using the Sign a Document Now Feature »
Using the Sign In Each Location Feature »
Using Templates »
Using the Watermark Feature »
Other Features
DocuSign Connect for Box Guide »
DocuSign Connect for eOriginal vaulting Guide »
Using the Any Signer Option »
Using a Signature Pad with DocuSign »
Email to Signature Option »
DocuSign Support Signer Guides
Signer guides are comprehensive downloadable user guides that specifically focus on DocuSign's wide range of signing features.
Receiving a Document for Guided Signing »
Guided Signing for Spouses with the same email address »
Signing and Uploading or Faxing your Documents »
Signing Documents with Requests for Attachments »
Guided Signing for a Lead-Based Paint Disclosure Form »
Signing Your Real Estate Document »
Receiving a Document for Free-Form Signing »
DocuSign for Salesforce User Guides
DocuSign guides for Salesforce are downloadable comprehensive user guides specifically written for Salesforce.com integrations.
DocuSign for Salesforce User Guide »
DocuSign for Salesforce Administrator Guide »
Quick Start - Installing and Configuring DocuSign for Salesforce »
Quick Start - Sending a Document from DocuSign for Salesforce »
Quick Start - In Person Signing with DocuSign for Salesforce »
Quick Start - Using Anchor Text Tags »
Quick Start - DocuSign for Salesforce Merge Fields »
Quick Start - Docusign for Salesforce Custom Button Logic »
DocuSign Connect for Salesforce »
Quick Start - Installing and Sending from DocuSign for Salesforce Real-Time Quotes »
DocuSign Downloads
DocuSign Print Driver
The DocuSign Print Driver is a tool that allows you to “print” your document directly into a new DocuSign envelope from the application that created/opens it. It saves you time by eliminating the need to save, launch a browser session, create a new envelope and upload. The Print Driver does all of this in one-step.
Get the Print Driver »
Get the Print Driver Quick Start Guide »
