Agentic demo automation is here.
Meet Lily
This interactive demo was created free with Storylane in 2 minutes. Create your own demo
This interactive demo was created free with Storylane in 2 minutes. Create your own demo
Start free

How to Convert a Document to DocuSign

‍


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.
Similar Articles

How to Validate DocuSign Signature

How to Upload Documents to DocuSign

How to Set Up DocuSign

Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Chrome Extension Icon
Try our Chrome extension
DOWNLOAD

Desktop app for macOS
DOWNLOAD
Backed by
Y combinator
AICPA SOC
GDPR
Products
Guided DemosSandbox DemosDemo Hub
Featured
Account RevealPersonalizationIntegrations
Solutions
EnterpriseGrowth & Demand
MarketingProduct MarketingSalesPresales
Resources
BlogTutorialsHelp DocsWhat’s NewDemo DundiesPlaybooks
Company
CareersPricingPartnersContactTrust CenterDemo Abuse
Customers
Demo ShowcaseCase Studies
Built in San Francisco Bay Area - ©2025 Storylane
Backed by
Y combinator
AICPA SOC
GDPR
Privacy PolicyTerms & Conditions
X Corp (formerly Twitter)LinkedIn
This website uses cookies to ensure you get the best experience on our website. Learn More
Got it