Initiate and Track a Document

How to Initiate an Envelope in DocuSign

Overview: Set up, Send, then Fill Out

1. SET UP the envelope:

Select a template or upload a risk assessment approved document
Enter routing information
If uploading a document, assign form fields

2. SEND the document out

3. Begin to FILL OUT the document

STEP EXAMPLE

1. On your DocuSign homepage, click on NEW and select Send an Envelope.

DocuSign homepage with send an envelope highlighted
2. Click on USE A TEMPLATE to send documents that have been approved for use in DocuSign. Use a template option in DocuSign highlighted
3. Click on Shared Folders to access Templates that are available to you by department. Select the Template you want to use, and click on ADD SELECTED. DocuSign shared folders options highlighted

4. Fill out the section Add Recipients to Envelope:

  • Insert recipient information
  • Assign recipcient actions
  • Check the signing order

Select NEXT at the top right corner to review the document.

Where to add recipients to a DocuSign envelope
5. Select SEND at top right corner for the first recipient to begin filling out the form. DocuSign envelope with send button highlighted

 

How to Manage and Track Your Envelopes

STEP EXAMPLE
1. Click on the MANAGE at the top to view the status of all your envelopes Docusign homepage with manage in the top ribbon highlighted
2. On the left hand side under QUICK VIEWS, select Waiting for Others to view envelopes with pending approvals. DocuSign waiting for others folder highlighted
3. Select an envelope to see the detailed status. You will see a list of recipients with the status of each recipients' signature. Example of status of an envelope in DocuSign