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ShanellNewcomer
Newcomer
July 11, 2024
Solved

Sending documents for electronic signature

  • July 11, 2024
  • 2 replies
  • 71 views

I am totally new to this and have not been able to get any prior training on how things are done.  I need to send out a handbook to many parents.  I need them to complete the electronic signatures and send back to me.  I have NO idea how to do any of this.  Can anyone help?

    Best answer by Pawan Gangwani

    Hello @Shanell 

    So you have account in eSignature. So basic process that I can tell you:

    <Go to Templates
    <Create the envelop
    <List all the recipient in envelope
    <Click next and all the signature or name or date field.
    <Save the envelop
    Now you can use the template in the template tab and send it to user.

    Thanks!

    2 replies

    Pawan Gangwani
    Hero
    Pawan GangwaniHeroAnswer
    Hero
    July 11, 2024

    Hello @Shanell 

    So you have account in eSignature. So basic process that I can tell you:

    <Go to Templates
    <Create the envelop
    <List all the recipient in envelope
    <Click next and all the signature or name or date field.
    <Save the envelop
    Now you can use the template in the template tab and send it to user.

    Thanks!

    Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈
    Docusign Employee
    nathaly.mongeDocusign Employee
    Docusign Employee
    July 25, 2024

    Hello @Shanell ,


    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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