How to Send DocuSign to Multiple Signers

Quick summary

Sending a DocuSign envelope to multiple signers lets you collect legally binding e-signatures from several recipients in one streamlined workflow. You can upload a document, assign individual signing fields to each recipient, and dispatch it to all signers with a single click.

Steps

1. Click Start to add a new document to your DocuSign envelope.
2. Click Upload to attach the document you want sent for signature.
3. Click the drop-down arrow under the recipients section to expand signer options.
4. Select Add From Contacts to pull in your saved contacts as signers.
5. Start selecting contacts to designate them as signers on the envelope.
6. Click Apply Selected to confirm your chosen signers and add them to the envelope.
7. Review the confirmation that multiple signers have been successfully added to your DocuSign.
8. Click Next to proceed into the document editor.
9. Use the recipient drop-down arrow to switch between recipients and add fields for each one.
10. Drag and drop the required fields — such as signature or date — onto the document for each recipient.
11. Click Preview to review the document layout and all assigned fields before sending.
12. Once you have verified all recipients, return to the edit view to make any final adjustments.
13. Click Send to distribute the envelope to all signers simultaneously.