Skip to main content

 I can upload documents into the drag&drop, but haven't seen anywhere to "Custom" "Edit" or anything of that nature

Hi,

Thank you for reaching out here in the DocuSign Community. 

During the envelope creation workflow (Manage > New > Send an Envelope), you will be prompted to add signers that will take actions on the document (in the “Add Recipients to the Envelope” section).  Once you have added your recipients you will be able to continue to de document tagging step.

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

https://support.docusign.com/en/guides/ndse-user-guide-add-recipients 

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 

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


Reply