How To Send A DocuSign
- Create an Account: Sign up for a DocuSign account if you don’t have one.
- Log In: Access your DocuSign account using your credentials.
- Start a New Envelope: Click on “New” and select “Send an Envelope.”
- Add Documents: Upload the document you want to send for signing.
- Specify Recipients: Enter the email addresses of the people who need to sign.
- Set Signing Order: Choose the order in which recipients will sign, if necessary.
- Add Fields: Drag and drop signature and other fields onto the document.
- Customize Message: Write a message to the recipients if desired.
- Review: Double-check all details before sending.
- Send: Click “Send” to deliver the document for signing.
Tips for Using DocuSign Effectively
- Use Templates: Save time by creating templates for frequently used documents.
- Track Status: Monitor the signing progress through your DocuSign dashboard.
- Set Reminders: Enable reminders for recipients who haven’t signed yet.
