How to Send Documents in DocuSign
DocuSign works on a three-tiered method for sending documents.
Note: The ability to send documents via DocuSign requires additional privileges and supervisor approval. Please submit the DocuSign Sender Access Request Form found in the Service Catalog (from the Stevens Support Portal home page, navigate to “Request a service” and select “DocuSign”). Upon approval, additional privileges required to create and send documents for e-signature will be granted.
Tier 1: Envelope
The first tier is the Envelope. Think of the envelope as a manila envelope that you use to put documents inside to be sent. Envelopes are the basic mechanics by which documents are sent through DocuSign for signature. They are useful for one off documents that need a signature or a few fields.
The envelope consists of:
- Documents to be sent
- Workflow of recipients
- Email subject and body
- Expiration and automatic reminders
Step 1: Select Send an Envelope
Step 2: Under Add Documents select 'Upload', 'Use a Template' or 'Get from Cloud' to add the documents you would like to send.
Step 3: Under Add Recipients to the Envelope add the recipient's name, email, and what task they need to complete.
Step 4: Enter an email subject and email message to send to your recipients.
Step 5: Within the document, add the locations where your recipients are required to provide their signatures.
Tier 2: Template
A template is a reusable form that has a signature workflow created within it. Templates can be shared across groups or with individuals. Templates help standardize and streamline the process for reusable and common forms.
Templates work a lot like an Envelope with the exception that they can be saved and shared with other DocuSign users. The benefit of a Template is that it allows you to create a workflow and mock-up documents that can then be used over and over. This allows you to simplify and streamline the process by which forms are filled out, routed and signed.
Find DocuSign provided information on Templates.
Tier 3: PowerForms
A PowerForm takes a Template and generates a URL that can be accessed via a web browser. This is helpful when you want to make the forms available for a customer to start on their behalf without having to be first sent through DocuSign.
PowerForms are an extension of Templates. They start with a Template and generate a unique URL that can be accessed via a web browser. PowerForms can have specific configurations for authentication methods, sender of the document, and information displayed. PowerForms need to be created by the DocuSign administrator and can be requested via a support ticket .
Find DocuSign provided information on PowerForms.
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