I receive legal documents in Word format from external parties that need to be signed by our CFO. How do I up upload the document and push the document pre-filled to the CFO to sign and return back to me completed?

Hello,

Thank you for reaching out here in the DocuSign Community.

I apologize for the inconvenience, I understand that you receive legal documents in Word format from external parties that need to be signed by your CFO.

You will need to create the envelope as usual and then send it to the intended recipient, there are several steps to sending a DocuSign document for signature:

1. Upload your document
2. Add the recipient
3. Add the email subject and message
4. Add signing fields
5. Preview and send

More information at https://support.docusign.com/s/articles/How-do-I-get-signatures-on-a-document-New-DocuSign-Experience.

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.

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Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

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