Skip to main content

System Status: 

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 and log in with your business systems account.

Create a new envelope on the Send tab

Click the HOME navigation tab:

Navigation bar

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.
    Save envelope template screenshot
Contact with questions.