Create and send documents via DocuSign

DocuSign defines an envelope as a collection of one or more documents sent to recipients to collect electronic signatures and information. Envelopes can be created and configured per the entries below.  For additional details on supported file types and and system requirements, please check the Requirements page.

How do I create envelopes to send to signers?

Create Envelopes

How do I add signers?

Add Signers

How do I configure envelopes?

Configure Envelope Details

How do I configure Supplemental Documents?

Configure Supplemental Documents

Once an envelope is created, tags can be dragged from the menu on the left hand side and placed on the document to indicate where recipients should sign or enter data by following these instructions:

How do I tag documents for signatures and data entry by recipients?

Tag Documents

When sending the same document multiple times, two options can be explored for application to your workflow:

How do I self-sign a document? Or, upload, sign, and send a document?

Self-Sign a Document

How do I create & use templates?

Create and Use Templates

How do I use Bulk Send?

Use Bulk Send

If you want signers to be able to start forms as a self-service option, PowerForms can be developed from Templates:

How do I create PowerForms?

Create PowerForms