How to Create a Docusign Document

Quick summary

Creating a DocuSign document involves uploading a file, adding recipients, placing signature fields, and sending it for e-signature — all within a guided, step-by-step workflow. This demo walks you through the complete process so you can send documents for signing in minutes.

Steps

1. Start a new document by clicking the 'Start' button on the DocuSign home screen.
2. Click 'Upload' to add the document you want to send — you can import it from your computer or cloud storage.
3. Enter the name and email address of each recipient who needs to sign or view the document.
4. Click 'Next' to proceed into the document editing view.
5. Drag and drop fields — such as signature, date, and text — onto the document wherever input is needed.
6. Review the document and all placed fields, then click 'Send' to distribute it to recipients for signing.
7. Once sent, your document is delivered and ready for e-signature collection via DocuSign.