How To Use Docusign To Send Documents

Add recipients to your envelope.

How to use docusign to send documents. See this article to learn how to enable docusign and the options available. Click review document to begin the signing process. Do you want to send the same document to different recipients in separate envelopes. Docusign bulk send easy step by step tutorial. How to use docusign to send documents in 5 easy steps.

Locate the document you want to upload and click open. Sending documents using docusign for outlook with docusign for outlook you can get signatures on email attachments from others directly from an email message in outlook. Use docusign esignature to easily upload and send documents for electronic signature from anywhere and on any device. Click upload a file to upload a document from your computer or click get from cloud to upload a document from an online location. Customize your email subject and message.

You can start with a new envelope use a template stored in docusign esignature or finish a previously saved draft. Step 1 upload your document. In this article i will demonstrate how to send a document for signature from asp net mvc5 web application using docusign. Step 2 add the recipient. From your docusign account click new then click send an envelope.

The basic steps for creating and sending a document for signature are as follows. Click continue to begin the signing process. If yes you must learn how to use the docusign bulk send feature it s exactly the same as sending an email to different people that you would bcc. Add docusign fields to your document step 5. Open an email with the attachment or attachments you want to send with docusign.

Let s move forward to do a signing request. Please take a look at this docusign part 1 article for basic account creation integration and validation with our application. Agree to sign electronically. Open the email and review the message from the sender. Upload your document s to docusign.