How to Upload Documents to DocuSign

Quick summary

Uploading documents to DocuSign lets you quickly prepare files for electronic signatures by selecting recipients, placing signature fields, and sending — all without printing or scanning. This step-by-step process works with files from your computer or cloud storage and takes just minutes to complete.

Steps

1. On the dashboard, click the Start button to begin a new document envelope.
2. Click the Upload button and select the file from your computer or cloud storage that you want to send for signing.
3. Add more documents to the same envelope by clicking the Upload button again as needed.
4. Enter the email addresses of all recipients who need to sign the document.
5. Click Next to proceed to the document editor.
6. Drag and drop signature fields and other required fields onto the document where each recipient needs to take action.
7. Place all fields carefully to avoid altering the original document layout.
8. Review your document setup to confirm everything is correct, then click Send to dispatch it to all recipients.
9. Your document is now sent — recipients will receive it and can apply their electronic signatures immediately.