How to Create a Docusign Document

March 31, 2026·2 min read

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Step-by-step guide
FAQ

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Here's how to create a docusign document in DocuSign

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

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Frequently Asked Questions

What file formats can I upload to DocuSign?

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.

Can I add multiple signers to a single DocuSign document?

Yes, you can add multiple recipients to any DocuSign document. You can specify the signing order, assign different roles like signer or viewer, and customize what fields each person needs to complete.

What happens after I send a DocuSign document?

Recipients receive an email notification with a secure link to access and sign the document. You'll receive status updates as each person completes their portion, and everyone gets a final signed copy once all signatures are collected.