How to send a document on DocuSign

This guide details the steps needed to be taken to send out a document using DocuSign.

Step 1: Upload your document

First, log in to your account if you have not already done so (if you haven't set up an account yet, please check out our guide 'How to login to DocuSign'): 

From your DocuSign Account, select  START > Send an Envelope.

Select UPLOAD to upload a document from your computer. Locate the document you want to upload and select Open. You can also drag and drop files into the field shown below.

Step 2: Add the recipient

To add the recipient, enter the recipient's name, select your preferred delivery method from the Delivery drop-down menu, and enter the recipient's email address or phone number depending on your delivery selection. 

Step 3: Add the email subject and message

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 email fields: 

Type your custom message in the Email Subject and Email Message fields.

When finished, select NEXT. 

Step 4: Add signing fields

The Fields Palette and your document appear. The recipient name is displayed in the Recipients List. 

To assign a Signature or other field (e.g., Initial, Stamp, Date Signed) for the recipient, select and drag a field from the Standard Fields palette and place it on the document. 

Step 5: Preview and send your document

Select the PREVIEW button at the top of the page to preview your document. 

Select SEND at the bottom of the page to send your document.