How do you send a document that needs to be filled out and signed the client

Hello ​@sravel,

Thank you for contacting us, and welcome to the DocuSign Community! We are thrilled that you've chosen to be a part of our community and we're excited to share our knowledge with you.

I understand that you wish to send disclosures for a client to complete and sign but are uncertain about how to set it up. I apologize for any inconvenience this may cause, and rest assured I'll make efforts to help.

Can you kindly provide more detailed information on what you want to achieve? Are you specifically asking about the Docusign legal disclosure? Will you be sending an envelope directly from the Docusign website, or will it be through an integration such as Rooms, CLM, SpringCM, Salesforce, Workday, etc.?

In the meantime, I am sharing resources that outline the process for creating and sending envelopes on the Docusign website.

How do I send a Docusign document?

Docusign eSignature: How to Send an Envelope - Video

Let me know if you need further assistance. Thank you!

Best regards,

Melanie | Docusign Community Moderator

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

Hello

I know how to send an envelope and how to put on signatures. I would like to learn on how to send a document that NEED TO BE FILLED OUT BY THE RECEIVER. how to set up the document tool so the receiver can answer questions and fill out forms.

Thanks

Hello,

How do you set up Real Estate disclosures in docusign that will allow the seller to fill out the questionnaire?.I already know how to send an envelope and get signatures. 

Thank you. 

Hello ​@sravel 

I understand you already have knowledge of sending envelopes. Please provide more context or details on what you’d like to achieve. Would you like to add fields like radio button for the seller to select answers to each question?

Additionally, you are welcome to open a support case and request a phone call, so that technical support can assist you through screensharing.

To open a support case and request a phone call, in the Docusign Support Center, go to the "Get Support" section and select "Open a Support Case.” Log in using your Docusign credentials and select a case subject. If you have multiple Docusign accounts, choose the appropriate account to continue. Article: How can I request a phone call from Docusign Support?

Helpful articles;

Field Types

Add Fields to Documents

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Feel free to let us know if you need any more help with this. Thank you!

Best regards,

Melanie | Docusign Community Moderator

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

Hello ​@sravel,

I want to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible. Thank you!

Best regards,

Melanie | Docusign Community Moderator

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