Hi,

Thank you for reaching out here in the DocuSign Community. 

During the envelope creation workflow (Manage > New > Send an Envelope), you will be first prompted to add signers that will take actions on the document (in the “Add Recipients to the Envelope” section) and upload your document. 

You can find detailed steps on how to add recipients to your envelopes, here: 

Add Recipients

Once you have defined your recipients and documents, you will be able to move to the document tagging step, there you will be able to drag and drop your signature or initial field.

For more information on how to add fields to your envelope, see:

Add Fields to Documents

Also, in case you might not have the option to send an envelope, it could be due to several reasons:

• The DocuSign Admin at your company neglected to add the permission to send documents to your User Profile. If that’s the case, you’ll need to contact the DocuSign Admin to get your user permissions updated.  

• You’re logged into the wrong account. Please confirm that you are logging into the correct account with the proper email address and password. 

• Some accounts are configured for users to utilize templates to send envelopes. If that’s the case, you will need to contact the DocuSign Admin at your company to review your User Profile settings.  

Feel free to let us know if you need further assistance with this. 

Thank you for using DocuSign, we hope you have a wonderful rest of your day! 

Best regards, 

Alejandro R. | DocuSign Community Moderator 

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