Follow these steps to upload a document, add recipients, and send it out for electronic signature using DocuSign.
Prerequisites
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A valid DocuSign account.
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The digital file (PDF, Word, etc.) you wish to send.
Instructions
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Log in to your DocuSign account.
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Go to Start > Envelopes > Send an Envelope.
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Under Add Documents, click Upload to select a file from your computer, or drag and drop your file into the designated area.
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Under Add Recipients, enter the recipient's Name and Email.
Note: If you need to sign the document yourself, click Add Recipient and enter your own details, or check the box for "I need to sign" (if available in your version).
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Under Add Message, enter the Email Subject and Email Message that the recipient will see.
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Click Next.
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In the signing interface, select a recipient name from the dropdown menu in the top-left corner.
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Drag and drop the required fields (e.g., Signature, Date Signed) from the Standard Fields panel on the left onto the document.
Important: Ensure you have the correct recipient selected before placing fields. Fields apply only to the recipient selected in the top-left list.
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Click Preview at the top of the page to review the recipient's experience.
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Click Send to finalize and email the document.
Troubleshooting
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Wrong Recipient Details: If you notice a typo in an email address after sending, go to the Manage tab, locate the envelope, and select Correct to update the information (provided the recipient has not yet signed).
