How do I send a DocuSign document?

Tags DocuSign
 

Purpose:

Insert the overview or description of this knowledge base.

Getting Started:

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Purpose:

Quick "How To" steps to get started with using DocuSign.

Intended Audience:

Faculty & Staff

Getting Started:

First, log in to your DocuSign account using your RamID and Password at

If you do not have a DocuSign account, submit a RamTech ticket requesting access to DocuSign. 

Step 1 Upload your document

From your DocuSign Account, click NEW, then click Send an 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

In the RECIPIENTS field, enter the recipient's name and email address.

Step 3 Add the email subject and message

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.

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.

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Details

Article ID: 103788
Created
Tue 3/31/20 3:13 PM
Modified
Thu 5/19/22 1:35 PM