How to Upload Documents to DocuSign



Guide

  1. On the dashboard, click on 'Start'.

  2. Click the 'Upload' button. Select the file from your computer or cloud storage that you want to upload.

  3. You can also upload more documents in DocuSign by clicking the 'Upload' button.

  4. Enter the email addresses of the people who need to sign the document.

  5. Click 'Next' to go to the document editor.

  6. Drag and drop signature fields and other required fields onto the documents where the recipients need to take action.

  7. Be careful to place fields without altering the document layout.

  8. Review your document setup to ensure everything is in order and click 'Send'.

  9. By following these steps, you can efficiently upload documents to DocuSign and prepare them for electronic signatures.

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