How To Convert A Document To DocuSign
- Prepare Your Document: Ensure your document is complete and ready for signing.
- Log In to DocuSign: Access your DocuSign account using your credentials.
- Select 'New' or 'Send a Document': Click on the option to start uploading a new document.
- Upload Your Document: Choose the file you want to convert to DocuSign.
- Set Up Recipients: Add the email addresses of those who need to sign the document.
- Place Signature Fields: Drag and drop signature fields where needed in the document.
- Customize Message: Write a message for the recipients if desired.
- Send Document: Click the send button to share the document for signing.
- Track Status: Monitor the signing process through your DocuSign dashboard.
- Download or Save: Once signed, download or save the completed document as needed.
