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