How to Convert a Document to DocuSign

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To convert a document for use in DocuSign, follow these steps:

1. Click 'Upload', choose from the choices below and select the document you want to convert for signing.
2. Once you have uploaded from Word, DocuSign automatically converts the document to a PDF file format.
3. Enter the email addresses of the people who need to sign the document.
4. Customize email message and subject line.
5. Click 'Next' to enter the document editor.
6. Add necessary fields onto the document.
7. Review your document and click 'Send' to distribute it for signing.
8. By following these steps, you can easily convert and prepare any document for signing in DocuSign.