How To Create A DocuSign Document

How To Create A DocuSign Document

  1. Sign Up or Log In: Create an account or log into your existing DocuSign account.
  2. Start a New Document: Click on "New" or "Send a Document" to begin.
  3. Upload Your Document: Choose the file you want to send for signing.
  4. Add Recipients: Enter the email addresses of the people who need to sign.
  5. Set Signing Order: Specify the order in which recipients should sign, if necessary.
  6. Prepare the Document: Drag and drop fields like signature, date, and text where needed.
  7. Customize Message: Write a message to your recipients if you want to include one.
  8. Review and Send: Double-check everything and click "Send" to share the document.
  9. Track Status: Monitor the signing process through your DocuSign dashboard.