How to Send a DocuSign

Quick summary

Sending a DocuSign involves uploading a document, adding recipients, and placing signature fields before clicking Send. Once sent, each recipient receives an email with a secure link to sign the document electronically.

Steps

1. Click 'Start' to begin creating a new document envelope.
2. Click 'Upload' and select the document you want to send for signing.
3. Enter the email addresses of the recipients who need to sign the document.
4. Add a subject and message for the outgoing email notification.
5. Click 'Next' to proceed into the document editor.
6. Drag and drop the required fields — such as signature, date, or name — onto the document.
7. Review the document and click 'Send' to distribute it to all recipients for signing.
8. Once sent, each recipient receives an email link to sign the document electronically.