New envelope
Send a document
- 1 Client
- 2 Template
- 3 Fields
- 4 Send
No contacts found
Try another search, or reinstall the app with contacts.readonly if the list stays empty.
No templates yet
Create a template in DocuSign, then open Settings and click Sync from DocuSign.
Open settingsThese values fill the document before it goes out. Edit anything that should read differently.
Recipients
Next you’ll open the document to check prefilled fields and adjust anything before sending it for signature.