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loading a document

  • February 15, 2024
  • 2 replies
  • 62 views
P
Newcomer
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How do I drag a document into the box in order to send to someone else to sign?

 

Best answer by David.Schmitz

@PARIS JACKSON There would be two options for starting a new envelope and dragging the documents you want to add, one is from the Home page where you can click and hold the left mouse button on a document then drag it to the DocuSign screen and release.  Second you can select New > Send Envelope and repeat the drag and drop process to the area where you see “Add Documents” Please clarify if you need further details.

Here is a DocuSign article…

https://support.docusign.com/s/articles/How-do-I-get-signatures-on-a-document-New-DocuSign-Experience?language=en_US#Upload

 

2 replies

D
Hero
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@PARIS JACKSON There would be two options for starting a new envelope and dragging the documents you want to add, one is from the Home page where you can click and hold the left mouse button on a document then drag it to the DocuSign screen and release.  Second you can select New > Send Envelope and repeat the drag and drop process to the area where you see “Add Documents” Please clarify if you need further details.

Here is a DocuSign article…

https://support.docusign.com/s/articles/How-do-I-get-signatures-on-a-document-New-DocuSign-Experience?language=en_US#Upload

 

N
Community Moderator
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  • nathaly.mongeCommunity Moderator
  • Community Moderator
  • February 29, 2024

Hello @PARIS JACKSON ,


If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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