How to Add an Envelope in DocuSign

Adding an envelope in DocuSign can refer to two distinct actions: either creating a new envelope to send documents for signature or purchasing additional envelopes for your DocuSign account plan when you've reached your sending limit. This guide covers both processes in detail.

Creating a New Envelope to Send Documents

This is the most common meaning of "adding an envelope" and involves preparing a document for electronic signature. DocuSign streamlines the process of uploading documents, adding recipients, and placing signature fields.

Step-by-Step Guide to Sending a Document

Follow these steps to create and send a new envelope for signature:

1. Start a New Envelope:

   • Log in to your DocuSign account.
   • From the main dashboard, select Start or Send an Envelope. This typically initiates the document upload process.

2. Upload Documents:

   • Click Upload to select files from your computer or cloud storage (e.g., Google Drive, Dropbox, OneDrive). DocuSign supports various document types.
   • You can upload multiple documents, and they will be combined into a single envelope for signing.

   Document Type	Description
   PDF	Portable Document Format – Ideal for contracts and agreements.
   DOCX	Microsoft Word Document – Commonly used for initial drafts.
   XLSX	Microsoft Excel Spreadsheet – Can be used for forms with data.
   TXT	Plain Text File – Simple text content.
   JPG, PNG	Image Files – Often used for signatures or graphic elements.

3. Add Recipients:

   • Enter the Name and Email Address for each person who needs to interact with the envelope.
   • Assign a Role to each recipient (e.g., Signer, Carbon Copy, Editor, Certified Recipient).
   • Set the Signing Order if recipients need to sign in a specific sequence.

4. Add Message:

   • Compose an email subject and a custom message that recipients will see when they receive the signing request. This helps provide context for the document.

5. Place Fields:

   • After uploading documents and adding recipients, proceed to the tagging page.
   • Drag and drop standard fields such as Signature, Date Signed, Text, Company, and Title onto the document for each recipient.
   • You can also add custom fields as needed.

6. Review and Send:

   • Review all settings, documents, recipients, and fields to ensure everything is correct.
   • Once satisfied, click Send to dispatch the envelope to your recipients.

For more detailed instructions, you can refer to DocuSign's official guides on how to send documents.

Purchasing More Envelopes for Your Account Plan

If your DocuSign account is running low on envelopes or you've exceeded your monthly sending limit, you can purchase additional envelopes directly from your account settings. This ensures you can continue sending documents without interruption.

Steps to Add Envelopes to Your Plan

To increase your envelope allowance, follow these simple steps:

1. Access Account Settings: From the Accounts view in DocuSign, navigate to and select Plan and Billing.
2. Initiate Purchase: Within the section displaying your current plan information, select Add Envelopes & Seats.
3. Select Quantity: Choose the desired number of additional envelopes and seats you wish to purchase.
4. Review and Confirm: Carefully review the total amount due for your planned purchase, then select Purchase to finalize the transaction.
5. Complete Purchase: Select Done to close the confirmation message once your purchase is complete.

This process allows you to quickly top up your account's sending capacity. For further assistance with plan management, visit the DocuSign Support Center.