Quick summary
Converting a document to DocuSign involves uploading your file, adding signer email addresses, placing signature fields in the document editor, and clicking Send to distribute it for e-signing. DocuSign automatically converts Word documents to PDF format, making it easy to prepare any file for legally binding electronic signatures.
Steps
- Click Upload, choose from the available options, and select the document you want to convert for signing.
- Once uploaded from Word, DocuSign automatically converts the document to PDF format.
- Enter the email addresses of the people who need to sign the document.
- Customize the email message and subject line for your signing request.
- Click Next to enter the document editor.
- Add the necessary signature fields onto the document for each recipient.
- Review your document and click Send to distribute it for signing.
- By following these steps, you can easily convert and prepare any document for signing in DocuSign.
