How To Send a Document Via DocuSign in 2020 Step By Step EASY TUTORIAL
How To Send a Document Via DocuSign in 2020
This post will help beginners learn how to send a document via DocuSign without a template, also called ‘sending an envelope’.
DocuSign envelopes can contain an unlimited number of documents and are routed automatically to your recipients to help you collect information, signature and much more.
Step 1: Upload your document(s)
- From your DocuSign Account, click NEW, then click Send an Envelope.
- You can upload as many documents as you’d like. DocuSign accepts most common formats including pdf, doc, docx, pptx, jpg, etc…
- Click UPLOAD A FILE to upload a document from your computer, or click GET FROM CLOUD to upload a document from a Google Driver, OneDrive or your DropBox account, then Locate the document you want to upload and click Open. You can also click ‘USE A TEMPLATE‘ if you have created one before or have access to shared templates across your organization.
Step 2: Add your Recipient(s) to the workflow
- Here’s where you tell DocuSign who you are sending the envelope to.
- a) Add a name and email for each recipient(s).
- b) Assign an action to each recipient(s). The default action for your recipient is ‘NEEDS TO SIGN’, however, if you want a specific recipient to only be cc’d in the envelope, you will need to change the action to ‘RECEIVES A COPY’. By choosing this option, your recipient(s) will only receive a copy of envelope once everyone else has acted on the document.
- As the sender of the envelope, you do not need to add yourself as a recipient unless you need to act on the document. DocuSign will automatically send you a copy of the finalised envelope.
- c) If you’re sending the envelope to more than one person and want your recipients to receive the envelope in a specific order, you need to set a signing order. Two people can sign at the same time, e.g. Bob: 1, Sandy:1, Tom: 2. By doing this, you’re not forcing Sandy to sign until Bob has, however, Tom will only receive the envelope once Bob and Sandy have signed.
Step 3: Edit the email subject and add a message
- This step is optional but highly recommended.
- DocuSign automatically add the name of the files you’ve uploaded in Step 1 and their extension in the email subject that your recipients will receive, preceded by ‘Please DocuSign’. For example: ‘Please DocuSign: Letter_of_offer123.pdf ‘.
- You can edit this subject and add a message to the recipient by filling in the MESSAGE fields. You can edit the messaging for each recipient by selecting ‘Custom email and language for each recipient’.
- When finished, click NEXT
Step 4: Add DocuSign fields
- The Fields Palette, document(s) and the name of the first Recipient with a ‘NEEDS TO SIGN‘ action appear.
- To add a field on your document for the Recipient selected, drag a field from the fields palette and drop it onto your document. You can adjust its position using your mouse but you will get a better accuracy using your keyboard’s arrow keys.
- To change the Recipient who you are adding add fields for, click on the dropdown to display the list of all Recipients. You will notice that the colour of fields for each Recipient varies, making it very easy to identify who you’re currently adding fields for and who you’re still yet to do so.
The most commonly used DocuSign fields
Depending on which action you want your Recipients to take on the document(s), you will need to add different types of fields and modify their properties. Below is the list of the fields that you’re most likely to use when sending your first envelopes. However, the list is much larger.
- Signature and Initials fields
Nothing special here, your recipients will just have to click/tap on those and their signature and initials will appear automatically.
- Auto-fill fields
The fields Date Signed, Name, Email, Company, Title will automatically populate, pulling the contact details from what you’ve entered in the Recipient’s list in Step 2, and the date will appear in the timezone of the Sender. The Title and Company fields will populate automatically with the details your Recipient has entered in their DocuSign account profile. If the Recipient hasn’t provided those details or doesn’t have a DocuSign account, those will become standard text boxes.
- Text boxes
Text boxes are used to add information to documents before sending the envelope without having to edit the source document itself or request information to be entered by your recipients.
- Radio Buttons
Radio buttons provide options from which recipients can select only one response. Radio buttons are placed as a group, and you can add, remove, or position the individual buttons.
When you add a radio button field, the group contains two options. Click the “+” icon to add an option to the radio group.
This is a standard, square box for recipients to select one or more options. You can add a single box or a group of multiple boxes. A checkbox group can include a validation rule to enforce how many checkboxes in the group your signer must select. Click the “+” icon to add an option to the checkboxes group.
This field provides a drop-down list of options. Like radio buttons, recipients can select only one value from the drop-down list. When you place the field, the Options section opens on the properties panel, which is where you can add the various options your Recipients will choose from.
Editing the properties of your DocuSign fields
Depending of each use case and its – sometimes quite unique – you will need to customize the fields’ properties. Each type of field will allow you to modify different properties.
You can, for example, make a signature field required or optional, limit the number of characters that can be entered in a text box or just add a numbers only type of validation to a text field.
To edit a Field’ Properties, you can use the Field Properties panel which appears on the right portion of your screen when a field is selected.
Step 5: Preview and send your document
Review your document, then click SEND.
Congratulations! You’ve just learnt how to send a document via DocuSign.
Sending envelopes can be time consuming, which is why Solusign can help you create DocuSign templates for your business.