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I am very new.  How do I create a document in DocuSign or upload one I have already created for signing?

 

Best answer by Alexandre.Augusto

Hello, @janae 

 

You are welcome to the Docusign Community!

 

To send a document to be signed you need to create a new envelope, add at least one document, add the recipients names and emails, customize the email subject/body then place the Sign Here field in the document.

 

Watch this short video to learn how to do it: 

 

How do I send a Docusign document?

 

Let me know if I answered your question.

 

Best,

Alexandre

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Alexandre.Augusto
Docusign Employee
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Hello, @janae 

 

You are welcome to the Docusign Community!

 

To send a document to be signed you need to create a new envelope, add at least one document, add the recipients names and emails, customize the email subject/body then place the Sign Here field in the document.

 

Watch this short video to learn how to do it: 

 

How do I send a Docusign document?

 

Let me know if I answered your question.

 

Best,

Alexandre


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Hi @janae,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!