How To Use Docusign To Send Documents
On the right side of the ribbon click request signatures.
How to use docusign to send documents. Once your docusign integration is enabled it s very easy to send documents out for signing. How to use docusign to send documents in 5 easy steps. If yes you must learn how to use the docusign bulk send feature it s exactly the same as sending an email to different people that you would bcc. The basic steps for creating and sending a document for signature are as follows. Click continue to begin the signing process.
Step 1 upload your document. Locate the document you want to upload and click open. Click review document to begin the signing process. Add docusign fields to your document step 5. Customize your email subject and message.
Open an email with the attachment or attachments you want to send with docusign. Review the consumer disclosure and select the checkbox i agree to use electronic records and signatures. Log in to your account and click new and then sign a document. Step 2 add the recipient. Let s move forward to do a signing request.
Please take a look at this docusign part 1 article for basic account creation integration and validation with our application. Open the email and review the message from the sender. See this article to learn how to enable docusign and the options available. Do you want to send the same document to different recipients in separate envelopes. Upload your document s to docusign.
Add recipients to your envelope. This includes docusign click docusign simplified sending and any third party integration that relies on esignature. In this article i will demonstrate how to send a document for signature from asp net mvc5 web application using docusign. The great thing is that the docusign bulk send feature can save you a ton of time because it lets you. Once enabled you will see an option to send to docusign whenever you are viewing a document within lawvu.