Hi @Stewart YUAN !

To send envelopes, the first thing you need to do is log in to one DocuSign account. If you don’t have an account yet, you can create an eSignature Trial account at this link: https://trial.docusign.com/

After that, you’ll be able to access your eSignature account! The next step is to prepare an envelope (upload document, add recipients, and add fields). I selected one short video from our official YouTube channel that will demonstrate how to do it:

If you have some extra minutes, I’d like to invite you to join our free live webinar called Get Started with DocuSign eSignature. In this webinar, you will learn about basic DocuSign eSignature functionality. Learn to send, sign, and manage envelopes; create and use templates; and enable key administrative settings for your account profile, branding, and user management. Also, learn about DocuSign learning and support resources. Please access this link to enroll: https://dsucustomers.docusign.com/get-started-with-docusign-esignature-webinar

Hi @Stewart YUAN,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | DocuSign Community Moderator

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