How to Upload Documents to DocuSign
Uploading documents to DocuSign is a straightforward process. Here’s a step-by-step guide:
- On the dashboard, click on 'Start'.
- Click the 'Upload' button. Select the file from your computer or cloud storage that you want to upload.
- You can also upload more documents in DocuSign by clicking the 'Upload' button.
- Enter the email addresses of the people who need to sign the document.
- Click 'Next' to go to the document editor.
- Drag and drop signature fields and other required fields onto the documents where the recipients need to take action.
- Be careful to place fields without altering the document layout.
- Review your document setup to ensure everything is in order and click 'Send'.
- By following these steps, you can efficiently upload documents to DocuSign and prepare them for electronic signatures.