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Way to send without Envelopes

Forum|Forum|2 years ago
January 24, 2024
7 replies
2084 views

Hey community,
I am new to DocuSign, I signed up for the business pro plan which gives me 10 envelopes per month. What i basically understand about envelopes is that they are used to send multiple documents in one envelope. So, my question is, is there a way to send a single document for sign without using envelopes.

eSignature

Best answer by Michael.Rave

Hi NikStar,

You can send one or multiple documents in one envelope, like you would put printed sheets into an envelope. Envelopes weren’t designed only for multiple documents. The same applies to recipients, you can have just one or multiple recipients in the signature workflow based on your needs.

DocuSign offers the ability to sign a document without the signature workflow process. This feature does not consume an envelope, but is limited to you uploading and signing a document only. You can download the signed document or email it to someone else after signature through DocuSign.

Michael.Rave

Answer

Docusign Employee

Hi NikStar,

You can send one or multiple documents in one envelope, like you would put printed sheets into an envelope. Envelopes weren’t designed only for multiple documents. The same applies to recipients, you can have just one or multiple recipients in the signature workflow based on your needs.

DocuSign offers the ability to sign a document without the signature workflow process. This feature does not consume an envelope, but is limited to you uploading and signing a document only. You can download the signed document or email it to someone else after signature through DocuSign.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

C

Christopher.Alpizar

Docusign Employee

Hello @NikStar,

Thank you for reaching out here in the DocuSign Community.

I apologize for the inconvenience this is a follow-up on your post.

To provide more information about the feature that allows you to sign Documents from your account, with the Sign a Document feature in DocuSign, you can easily upload a document to your account, sign it, and send a copy to others. This feature allows you to sign documents that are sent to you outside of DocuSign or complete forms that need to be sent to someone else. You can access this feature from either the Home page or the Manage page. Sign a Document From Your Account

Was the information provided useful? Let us know if you need further assistance with this.

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Best regards,

Christopher | DocuSign Community Moderator

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

C

Christopher.Alpizar

Docusign Employee

Hi @NikStar,

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.

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.

T

TimoLeucht

Newcomer

Hello, does this apply?

DocuSign offers the ability to sign a document without the signature workflow process. This feature does not consume an envelope, but is limited to you uploading and signing a document only.

When I try to use the "sign a document" feature and not send to anyone at all, it still uses an envelope. Either the feature has been changed or I'm doing something wrong. This is a feature we would like to use quite often.

Hope someone can clarify this.

Thanks and regards.

C

Christopher.Alpizar

Docusign Employee

Hello @TimoLeucht,

Thank you for reaching out to the Docusign Community.

To confirm did you follow the steps of this guide Sign a Document From Your Account?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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

T

TimoLeucht

Newcomer

Hi Christopher,

Thanks for the quick reply.

These are exactly the steps I followed without sending a notification/request to sign to someone else and it consumed an envelope. we're on the business pro plan if that helps.

Yes, I need further assistance because I don't have a clear statement, even not in the guideline, if it uses an envelope or not if I just sign a document by and for myself.

Best regards,

Timo

C

Christopher.Alpizar

Docusign Employee

Hello @TimoLeucht,

Is your Docusign account linked to this community user?

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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

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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.