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Website Instructions

Information about how to use this interface.

How do I send a DocuSign document?

Note: For more detailed information visit

How do I send a DocuSign document?

First, log in to your account if you have not already done so.


Step 1 Upload your document

From your DocuSign Account, click NEW, then click Send and Envelope.

Click UPLOAD A FILE to upload a document from your computer, or click GET FROM CLOUD to upload a document from an online location. Locate the document you want to upload and click Open.


Step 2 Add the recipient

To add recipients

  1. From the prepare view, enter the email address and name of your first recipient.

  1. To set the appropriate action for the recipient, choose one of the following from the drop-down list:

Document recipients:

  • Needs to Sign - recipient must complete the required fields assigned to them, such as, signature, initial, and date.
  • In Person Signer - a DocuSign account holder hosts the signing session for the recipient. Learn more...
  • Receives a Copy - recipient receives a copy, with no further action required.
  • Needs to View - recipient must open and view the document.
  1. To add additional recipient rows, click ADD RECIPIENT.

TIP: To add yourself as a recipient on a document, type "@me" in the Name field. Or just click in the Name field and then select your name and email in the pop up:


Step 3 Add the email subject and message

  1. DocuSign automatically adds an email subject when you upload a document. You can edit this subject and add a message to the recipient by filling in the MESSAGE fields.

  2. When finished, click NEXT.

Step 4 Add signing fields

The Fields Palette and your document appear. The recipient name is displayed in the Recipients List.

To assign a signature or other field for the recipient, click and drag a field from the Fields Palette and place it on the document.


Step 5 Preview and send your document

Review your document, then click SEND.

Once you finish adding documents, recipients, messages, and signing fields, you are ready to preview your work, and then send your envelope.

From the Add Fields view, the top navigation bar presents options to send, preview, save, or discard the envelope:

  • To save a draft without sending, click ACTIONS and select SAVE AND CLOSE.
  • To cancel the envelope preparation and return to your Manage page, click ACTIONS and select DISCARD.
  • To preview your recipients' experience, click RECIPIENT PREVIEW.
  • To send your envelope, click SEND.

    • Once you send your envelope, your recipients receive an email notification, asking them to review and sign. If you included yourself as a signer, you can start the signing process from within your account.