DocuSign: Create a New Envelope

Find out how to create a new envelope in DocuSign.

A DocuSign envelope is a container used to send one or more documents for signature. Envelopes can contain multiple documents and be sent an individual or several recipients.

Log in to DocuSign

Go to https://www.docusign.net/ and log in with your business systems account.

Create a new envelope on the Send tab

Click the HOME navigation tab:

The Prepare Envelope page is displayed.

Save your envelope as a Template

You can save any document you created from the Documents list or the Document Details view as a Template.

1. From the Manage tab, locate the document you want to save as a template.
2. Click the action menu down arrow and select Save as Template.