How To Upload A Document To DocuSign

How To Upload A Document To DocuSign

1. Sign In: Log into your DocuSign account.
2. Start a New Envelope: Click on "New" and select "Send an Envelope."
3. Add Documents: Click on "Upload" to choose your document.
4. Select File: Browse your computer and select the file you want to upload.
5. Review Document: Check the uploaded document for accuracy.
6. Add Recipients: Enter the email addresses of those who need to sign.
7. Set Signing Order: Arrange the order in which recipients will sign, if needed.
8. Add Fields: Drag and drop fields for signatures, dates, etc.
9. Send Document: Click "Send" to share the document with recipients.
10. Track Status: Monitor the signing process through your DocuSign dashboard.