From the course: Learning DocuSign
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Make an envelope and send documents for signing - DocuSign Tutorial
From the course: Learning DocuSign
Make an envelope and send documents for signing
- [Instructor] In this video, we are going to make an envelope in DocuSign. That means we're going to upload a document, place fields in it for signatures and other information, and then send the document to somebody for their digital signature. I'm signed into my DocuSign account. From the Home tab, I could click this start now button, or from the Manage tab, I could click start now in the sidebar on the left. Next, you need to upload the document that you need to have signed. In another video, we saw how to get that document set up, and you could just drag that file here, or you could click upload. So you could open it from a cloud storage service, but I have it stored on my computer, so I'll choose desktop. I'll go to my Documents folder where I have the file, select the file, then click Open and give it a moment to upload. Now you can upload multiple files, just make sure you only upload files if you definitely…