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