Getting started

There are two ways to send an envelope:

1. From the DocuSign home page, click New, then select Send an Envelope.
   
2. From the menu bar at the top of the screen, select the MANAGE tab, click New and then select Send an Envelope.
   

The sending screen has several components:

• The document(s) to be signed
• The recipients and routing
• Any specific message you want to add to the email notification that your recipients will receive
• Any modifications to the default envelope settings

Adding documents to the envelope

1. Select the file that you want to be signed.
2. Click UPLOAD to choose a file from your hard drive.
3. If you're using a DocuSign template, click on USE A TEMPLATE and select the appropriate template.
4. If it's a shared template, you may need to click on the Shared with Me section to find the right one.
5. Select the checkbox of the template you'd like to add.
6. Click ADD SELECTED.
   

Adding recipients to the envelope

Routing

1. Add the name and email address of the first recipient and then click ADD RECIPIENT to add more recipients. The order column allows you to select the routing order for the document.
    
2. Select the Set signing order checkbox. Fill in the numbers below it to designate the order in which each recipient should receive and act on the document: 1 indicates that it will be the first stage (recipient) in the process. If two recipients are listed as 1, they will receive notifications simultaneously. Once those signatures are complete, the document will be routed to step 2, and so on.
3. If you click on SIGNING ORDER, you will see a visual representation of the workflow to confirm that it is set up the way you want it.
4. The NEEDS TO SIGN drop-down menu allows you to choose the role of that recipient. The most common actions are Needs to Sign (inserting any signature or other information into the document) and Receives a Copy (cc).
5. 

Customizing email subject and message

1. Scroll down to the Message to All Recipients section.
2. In Please DocuSign:, write the recipient names for the email notification. 
3. To add specific content to the notification email that all your recipients will receive, enter that text into the Enter Message text box.
4. If you want to send a note to only one of your recipients, select the Custom email and language for each recipient checkbox, then scroll down to the email subject and message section that says To: (recipient's name) and add it.
   

Reminders and expirations

Find these settings by clicking the Edit link next to Advanced Options.

The default settings for reminders are: A reminder will be sent after 3 days and again every following 3 days until the document is signed. Reminders are set to expire after 60 days; a warning notification about the expiration is sent 14 days before it occurs. (Note: These are calendar days, not business days.)

You can disable reminders, but you cannot disable expiration. If you do not want an envelope to expire, set a very long expiration date, like 999 days.

Do not put 0 in the slot for Number of days before request expires:.

Branding should always be UCSF.

Send or tag

If you're using a template that already has specified tags (locations for where signing or other fields should populate on the document), or if you want to allow your signer to decide where to place those fields:

• Click ACTIONS on the blue taskbar at the top of the screen, then click the SEND NOW button.
• To determine where the signature, date, initials, name or other data appears on the page, click the yellow NEXT button.

Tagging

Use the tagging screen to drag and drop fields for the signer to complete. The signer will be prompted to sign, initial or enter data for most fields, but:

If you are using the Date Signed, Name, Email or Company fields, they will autopopulate with the signer's information or with the signing date. 

When the document is tagged, press SEND.