How-to Guides: Signer and Sender

These pages provide step-by-step instructions that will guide you through sending, reviewing, signing, and tracking envelopes in DocuSign: 

DocuSign Guide
Title Description
Review and sign a document Access a document that is sent to you for review and sign
Signing other actions Use additional actions (finish later, assign to someone else, decline to sign) available to you when signing documents
Find and use a template Use a DocuSign template that is shared with you
Add or remove recipients from a template Modify recipient lists when using a DocuSign template
Prepare your document Prepare your accessible document for sending
Schedule an envelope Schedule an envelope to be automatically sent at a future date and time
Send a document Send an accessible document to collect information and/or signature 
Track a document Manage and track a document that you have initiated, reviewed, and/or signed
Utilize Bulk Send Prepare your document to send to multiple recipients at one time