When creating an envelope, click on Send envelope on the upper left-hand side.
Upload the documents you want to send to your recipients. Click Browse files or drag and drop a document from your desktop.
Once the documents are uploaded, it will appear below the Browse files button. Click on the Actions button (three vertical dots) on the right side of the document to apply a template, replace the document, and other applicable actions.
Enter your recipient’s full name, email address, and assign a role. Enter your recipient’s phone number if you want them to receive your envelope through SMS (additional charges may apply). Click Add recipient if you need to send your envelope to multiple people.
Optional: Click on the Enable signing order toggle and assign which recipients need to sign the documents first. If you want a recipient to sign first, enter 1 on the field that appears after you click on the toggle. Click here to learn more about signing order.
Optional: Click Options on the right side of the recipient to see different actions such as requiring a password, requiring two-factor authentication, redirecting recipients after signing, and removing a recipient.
Click Prepare documents and add fields to your documents.
Use fields to gather information from your recipients and guide them to where their signature is required. Click here for more info about preparing documents.
Name your envelope and enter a message for your recipients. If you have message templates set up, select a template from the drop-down menu and then it’ll be applied to the message field.
Optional: Click Add private messages to send a specific message to a specific recipient. This is useful if you want to provide additional instructions or information to a specific recipient.
If you have groups set up, select a group from the drop-down to apply the group’s branding option and share the envelope with the group.
Select which labels to apply for this envelope.
Completing an envelope
Before sending your envelope, check the Email preview to review the content of your message to your recipients.
Once you’re ready, click Send envelope at the bottom. This will create and send the envelope to its recipients and will change the status of the envelope to “In Progress”.
If you’re not ready to send the envelope yet, click on Save changes at the top. This will save the envelope as a draft, allowing you to edit and send it at a later time.