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DocuSign envelope.”In the preview of a document, click “Share”> “Create a DocuSign envelope.”How to edit before sending Note: From this window, you can add extra or remove existing recipients, set your signing order, assign roles and edit the names and emails of recipients. After you click “Create a DocuSign envelope,” confirm the recipients for the envelope.Then, edit your sending message and click “Edit in DocuSign.” You’ll be redirected to DocuSign, where you can drag and drop fields from the left side of the screen into your document.You can also click “Preview” in the top right corner to see what your envelope will look like when it's received. Once the document has the signature fields, click “Send.” Recipients will get an email from DocuSign asking them to review and sign the document. Note: A document in Smart Docs can only have one signature process active at a time. The previous one must be canceled if you want to create a new signature process in the same document.Envelope and recipient trackingNote: When the signing process is finished, the signed documents will be downloaded from DocuSign and stored in Pipedrive.Tracking your signaturesOnce you send a DocuSign envelope, you can track the signing process and its recipients’ most relevant information from the detail view where the document is linked. Click on “X/X completed” to open the signing tracker, where you can see who has and hasn’t signed, as well as their basic information. From this window you can also: Delete the envelope See the days left to signDownload the documentNote: You can download a basic version of the document at any time, but you can only download the completed version and certificate of completion after everyone has signed. Tracking document viewsWhen you send out a DocuSign envelope, the view tracker is shown alongside the

Sign Documents How do I sign a Docusign document?Learn how to sign a Docusign document after receiving an email requesting your signature. FAQ: Docusign signingAnswers to common questions like how to correct an envelope, how to contact a sender, and how to download documents. Use a Security Code to access Docusign documentsAccess documents with the 33-digit security code provided. Sign and Return a Document with the Docusign Mobile App for iOS (iPad, iPhone, iPod Touch)Learn how to sign and return a document from your iPad, iPhone, or iPod Touch, follow these steps. Sign and Return a Document with the Docusign Mobile App for AndroidFollow these steps to learn how to sign and return a document using the Docusign Mobile App for Android devices. Troubleshoot common signing issuesRead this article to learn how to resolve several common issues a signer can run into while signing a Docusign envelope. Docusign FAQ for Generative AI Agreement SummaryDocusign is introducing generative AI summarization technology to help you review your completed agreements. Docusign for Outlook: Why are my options grayed out in the Docusign for Outlook integration?If your options are grayed out in the Docusign for Outlook integration, use this article to help troubleshoot. Error: Envelope or Account Activation Not FoundExplanation and troubleshooting for "Envelope or Account Activation Not Found" errors. Saved Payment MethodsSaved Payments Method allows senders to save their signers payment method to their payment gateway for future charges, enabling recurring payments and future one-... Docusign Apps Launcher: Why am I unable to see values for the merge fields?For customers using Docusign eSignature for Salesforce with the Docusign Apps Launcher managed package, the values for the merge fields do not appear on the Add F... How to disable location tracking during signing?Learn how to disable Recipients from being prompted to allow their browser to share/track their location. Troubleshooting and HelpTroubleshooting and help for the most common issues Docusign customers encounter with eSignature, administration, account and billing, and more. Read the helpful ... How do I auto-navigate an envelope?Help your signers navigate more purposefully through Documents by setting Auto-Navigation settings. Why does Docusign request

Send or sign documents from apps into DocuSign The Print Driver for Windows uses the Print feature to upload documents to DocuSign from most applications and file types. Apply templates, send documents, or sign and send them. Key Features Upload your documents to send or sign With a few clicks, send your documents to DocuSign where you can add fields and sign, or send it for signing. Recipients can sign the document from any device without having to download anything. ‘Print’ documents using new or existing DocuSign templates Use the current document to quickly create a new template. Or update the document to use an existing DocuSign template for workflow, tags, field placement, and more. Compatible with the applications and files you use Because it leverages the print feature, you can upload a wide variety of file types from most applications. The Print Driver connects to DocuSign so you don’t have to leave the app or product you’re using. Compatibility Available in: English, Chinese Simplified & Traditional, Dutch, French, German, Italian, Japanese, Korean, Portuguese Brazil & Portugal, Russian, and Spanish. Access the Print Driver on Windows 7, 8.1, and 10, in Citrix environments, and any browser supported by DocuSign.