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How to Create a Docusign Document

·2 min read
In this article

Creating electronic documents for signature in DocuSign streamlines your workflow and eliminates the need for printing, scanning, or mailing physical paperwork. This process allows you to prepare professional documents that recipients can sign digitally from anywhere.

This tutorial walks you through the complete process of setting up a DocuSign document, from uploading your file to sending it out for signatures. You'll learn how to add recipients, position signature fields, and configure your document for successful completion.

Here's how to create a docusign document in DocuSign

  1. Begin by clicking the 'Start' button to initiate a new document.
  2. Select 'Upload' to browse and add your document from your computer or cloud storage service.
  3. Input the full names and email addresses for all recipients who will sign or review the document.
  4. Select 'Next' to proceed to the document preparation interface.
  5. Position signature fields, date stamps, and text boxes by dragging them to the appropriate locations on your document.
  6. Double-check all fields and recipient information to ensure accuracy before proceeding.
  7. Click 'Send' to deliver the document to all recipients for their electronic signatures.

Your turn to show how it works.

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Frequently Asked Questions

DocuSign accepts most common document formats including PDF, Word documents, Excel spreadsheets, PowerPoint presentations, and various image files. PDF files typically work best for maintaining formatting and ensuring consistent appearance across devices.