How To Use Docusign To Send Documents
If yes you must learn how to use the docusign bulk send feature it s exactly the same as sending an email to different people that you would bcc.
How to use docusign to send documents. The basic steps for creating and sending a document for signature are as follows. Docusign bulk send easy step by step tutorial. Customize your email subject and message. This includes docusign click docusign simplified sending and any third party integration that relies on esignature. Once your docusign integration is enabled it s very easy to send documents out for signing.
The great thing is that the docusign bulk send feature can save you a ton of time because it lets you. Let s move forward to do a signing request. Click upload a file to upload a document from your computer or click get from cloud to upload a document from an online location. Click continue to begin the signing process. Log in to your account and click new and then sign a document.
Upload your document s to docusign. See this article to learn how to enable docusign and the options available. Agree to sign electronically. Open an email with the attachment or attachments you want to send with docusign. Send the document for signature using docusign.
Locate the document you want to upload and click open. Sending documents using docusign for outlook with docusign for outlook you can get signatures on email attachments from others directly from an email message in outlook. How to use docusign to send documents in 5 easy steps. Do you want to send the same document to different recipients in separate envelopes. Click review document to begin the signing process.
On the right side of the ribbon click request signatures. You can start with a new envelope use a template stored in docusign esignature or finish a previously saved draft. From your docusign account click new then click send an envelope. Once enabled you will see an option to send to docusign whenever you are viewing a document within lawvu. In this article i will demonstrate how to send a document for signature from asp net mvc5 web application using docusign.