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Sending documents for electronic signature

  • July 11, 2024
  • 2 replies
  • 40 views

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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
Digital Leader
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  • Digital Leader
  • Answer
  • 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!


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  • Community Moderator
  • 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!