How do I send a DocuSign email with attachments

DocuSign is a popular electronic signature service that allows users to securely sign and send documents online. In addition to its signature capabilities, DocuSign also offers the option to attach files to the email notifications sent to recipients. This feature can be particularly useful when you need to send supporting documents along with the main document for signing.

We will provide a step-by-step guide on how to send a DocuSign email with attachments. We will walk you through the process of uploading and attaching files to your DocuSign envelope, as well as customizing the email notification that recipients will receive. By following these instructions, you will be able to easily send documents for signing and ensure that all necessary attachments are included in the email notification.

Content
  1. First, log in to your DocuSign account
    1. Step 1: Create a new envelope
    2. Step 2: Add recipients
    3. Step 3: Upload and attach documents
    4. Step 4: Customize the email
    5. Step 5: Send the email
  2. Click on the "New" button to start a new envelope
  3. Enter the recipient's email address and subject line for the email
    1. Step 1: Enter the recipient's email address and subject line for the email
  4. Upload the document you want to send as an attachment
  5. Add any additional attachments by clicking on the "Add Attachment" button
    1. Adding Attachments to your DocuSign Email
  6. Customize the email message and provide any necessary instructions
  7. Preview the email to ensure everything looks correct
  8. Click on the "Send" button to send the email with attachments
    1. Step 1: Access the "Send" Button
    2. Step 2: Choose Recipients
    3. Step 3: Attach Files
    4. Step 4: Customize Email Message
    5. Step 5: Review and Send
  9. Track the status of the email and view any responses or actions taken by the recipient
  10. Frequently Asked Questions
    1. 1. Can I send multiple attachments in a DocuSign email?
    2. 2. Is there a limit to the file size of attachments in a DocuSign email?
    3. 3. Can I send both PDF and non-PDF attachments in a DocuSign email?
    4. 4. Can I add a note or message to the recipient when sending attachments in a DocuSign email?

First, log in to your DocuSign account

To send a DocuSign email with attachments, you first need to log in to your DocuSign account. If you don't have an account yet, you can sign up for one on the DocuSign website.

Once you have logged in, you will be directed to your DocuSign dashboard. From there, you can access the various features and options available.

Step 1: Create a new envelope

In order to send an email with attachments, you need to create a new envelope. An envelope in DocuSign acts as a container for your documents and other related information.

To create a new envelope, click on the "New" button located on the top menu of your dashboard. This will open a dropdown menu with different options. Select "New Envelope" from the list.

Step 2: Add recipients

After creating a new envelope, you need to add recipients to it. Recipients are the individuals who will receive the email with attachments and need to sign the documents.

Click on the "Add Recipients" button within the envelope. You will be prompted to enter the email addresses of the recipients. You can also specify their names and roles within the envelope.

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Once you have entered the necessary information, click on the "Next" button to proceed.

Step 3: Upload and attach documents

Now it's time to attach the documents you want to include in the email. Click on the "Add Documents" button within the envelope to upload your files.

You can either drag and drop the files from your computer onto the designated area or click on the "Browse" button to locate and select the files manually.

Once the documents are uploaded, you can rearrange their order by dragging and dropping them within the envelope. You can also add additional documents if needed.

Step 4: Customize the email

Before sending the email, you have the option to customize the message that will be included in the email notification received by the recipients.

Click on the "Customize" button within the envelope to access the email customization options. Here, you can add a subject line, write a personalized message, and include any additional instructions or notes for the recipients.

Step 5: Send the email

Once you have completed all the necessary steps, you are ready to send the email with attachments.

Click on the "Send" button within the envelope to initiate the email sending process. DocuSign will handle the delivery of the email and track the progress of the recipients' actions.

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You can also choose to save the envelope as a draft if you want to review it or make any changes before sending. Simply click on the "Save Draft" button instead of "Send."

That's it! You have successfully sent a DocuSign email with attachments. The recipients will receive the email notification, be able to view the attached documents, and sign them electronically using the DocuSign platform.

Click on the "New" button to start a new envelope

Once you have logged into your DocuSign account, locate and click on the "New" button to start a new envelope.

Enter the recipient's email address and subject line for the email

To send a DocuSign email with attachments, follow these step-by-step instructions:

Step 1: Enter the recipient's email address and subject line for the email

First, open the DocuSign platform and log in to your account. Once you are logged in, navigate to the section where you can create a new envelope or send a document to be signed.

Next, enter the recipient's email address in the designated field. Make sure to double-check the email address to ensure it is accurate.

After entering the recipient's email address, move on to the subject line. The subject line should clearly indicate the purpose or content of the email. For example, if you are sending a contract for signature, you could use a subject line like "Contract for Signature - Please Review."

Note: Take the time to craft a clear and concise subject line as it will help the recipient understand the email's purpose and increase the likelihood of a prompt response.

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Once you have entered the recipient's email address and subject line, you can proceed to the next step in sending a DocuSign email with attachments.

Upload the document you want to send as an attachment

Before you can send a DocuSign email with attachments, you need to upload the document that you want to include as an attachment. Follow these simple steps to get started:

  1. Login to your DocuSign account: Open a web browser and navigate to the DocuSign website. Enter your login credentials and click "Sign In" to access your account.
  2. Create a new envelope: Once you are logged in, click on the "New" button and select "Envelope" from the dropdown menu. This will open a new envelope where you can add your attachments.
  3. Add recipients: In the envelope, click on the "Add Recipients" button and enter the email addresses of the individuals who need to receive the email with attachments. You can add multiple recipients if necessary.
  4. Upload the document: Next, click on the "Add Documents" button to upload the document you want to include as an attachment. You can either drag and drop the file into the designated area or click on the "Browse" button to manually select the file from your computer.
  5. Configure attachment options: Once the document is uploaded, you can configure various options for the attachment. This includes specifying the order of the attachments, adding tags or labels, and setting permissions for each recipient.
  6. Preview and send: After configuring the attachment options, you can preview how the email with attachments will appear to the recipients. If everything looks good, click on the "Send" button to send the email with the attached document.

By following these steps, you can easily upload the document you want to send as an attachment in your DocuSign email. This allows you to provide additional information or supporting materials to the recipients, enhancing the overall communication process.

Add any additional attachments by clicking on the "Add Attachment" button

Adding Attachments to your DocuSign Email

When sending a DocuSign email, you may find the need to include additional attachments along with your document. Whether it's supporting materials, reference documents, or any other relevant files, DocuSign makes it easy for you to include them in your email. Follow these simple steps to add attachments to your DocuSign email:

  1. Step 1: Open the DocuSign email composition window.
  2. Step 2: Look for the "Add Attachment" button, usually located below the subject line or in the email body section.
  3. Step 3: Click on the "Add Attachment" button.
  4. Step 4: A file browser window will pop up, allowing you to navigate through your computer's folders.
  5. Step 5: Browse and select the file you wish to attach to your DocuSign email.
  6. Step 6: Once you've selected the file, click on the "Open" button.
  7. Step 7: The attached file will now appear in your DocuSign email.

Repeat the above steps if you need to add multiple attachments to your email. DocuSign allows you to attach various file types, including PDFs, Word documents, Excel spreadsheets, images, and more.

Remember to ensure that the attachments you include are relevant and necessary for the recipients to complete the requested actions. Excessive or irrelevant attachments can potentially confuse or overwhelm recipients, so it's best to keep them to a minimum and only include what is absolutely essential.

By following these easy steps, you can effortlessly include additional attachments in your DocuSign emails, streamlining the document signing process and providing all the necessary information in one place.

Customize the email message and provide any necessary instructions

When sending a DocuSign email with attachments, it’s important to personalize the email message to provide clear instructions to the recipient. This helps ensure that they understand what actions they need to take and any important details related to the attachments.

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To customize the email message, follow these steps:

  1. Step 1: Access your DocuSign account and navigate to the document you want to send with attachments.
  2. Step 2: Click on the "Send" button to initiate the sending process.
  3. Step 3: In the "Recipient" section, enter the email address of the recipient(s) you want to send the document to.
  4. Step 4: Scroll down to the "Email Message" section and click on it to open the text editor.
  5. Step 5: Write a personalized email message that provides any necessary instructions related to the attachments. For example, you can specify if the recipient needs to review, sign, or provide feedback on the attached document.
  6. Step 6: Use the text editor options to format the email message, such as adding bullet points or bolding important instructions.
  7. Step 7: Once you are satisfied with the email message, click on the "Next" button to proceed with the sending process.

By customizing the email message and providing clear instructions, you can ensure that the recipient understands their role and any actions they need to take regarding the attached document. This helps streamline the signing or review process and reduces the likelihood of any confusion or delays.

Preview the email to ensure everything looks correct

Before you hit the send button on your DocuSign email with attachments, it's essential to take a moment to preview the email. This step will help you ensure that everything looks correct and professional before it reaches the recipient's inbox.

Here is a step-by-step guide on how to preview your DocuSign email:

  1. Step 1: Open your DocuSign account and navigate to the email creation page.
  2. Step 2: Double-check the recipient's email address to ensure it is accurate.
  3. Step 3: Review the subject line of the email and make any necessary changes.
  4. Step 4: Carefully examine the body of the email. Look for any spelling or grammatical errors and correct them.
  5. Step 5: Verify that the attachments you intended to include are present and properly labeled.
  6. Step 6: Check the formatting of the email. Ensure that it is visually appealing and easy to read.
  7. Step 7: Preview the email by sending a test email to yourself or a colleague.
  8. Step 8: Open the test email and review it thoroughly. Pay attention to the layout, formatting, and overall appearance.
  9. Step 9: Make any necessary adjustments or corrections based on your review.

By following these steps and thoroughly previewing your DocuSign email, you can ensure that it is error-free, professional, and visually appealing. Taking the time to review your email before sending it demonstrates attention to detail and enhances the overall effectiveness of your communication.

Click on the "Send" button to send the email with attachments

Once you have finished creating your document in DocuSign, it is time to send it out with attachments. This step-by-step guide will walk you through the process of sending a DocuSign email with attachments.

Step 1: Access the "Send" Button

To begin, locate the "Send" button on the top right corner of the DocuSign interface. This button is essential for sending out your document with attachments. Click on it to proceed.

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Step 2: Choose Recipients

After clicking the "Send" button, a new window will appear where you can select the recipients of your document. Add the email addresses of the individuals you want to send the document to. You can add multiple recipients by separating their email addresses with a comma.

Step 3: Attach Files

Next, you need to attach the files you want to include with your email. Click on the "Attach Files" button, which will prompt you to select the files from your computer or cloud storage. Choose the files you want to attach and click "Open" to add them to your email.

Step 4: Customize Email Message

After attaching the files, you can customize the email message that will accompany your document. This message can provide additional context or instructions for the recipients. Use the text editor provided to compose your message, and make sure to keep it concise and clear.

Step 5: Review and Send

Before sending the email, take a moment to review all the details. Double-check the recipient list, attached files, and email message to ensure everything is accurate and complete. Once you are satisfied, click on the "Send" button to send the email with the attachments.

Note: Depending on your DocuSign plan, you may have additional options available, such as adding a subject line or setting a signing order. Explore these features to further customize your email sending process.

By following these steps, you can easily send a DocuSign email with attachments. This feature allows you to streamline your document workflow and provide all the necessary files in one email. Start using this feature today and simplify your document management process.

Track the status of the email and view any responses or actions taken by the recipient

One of the great features of DocuSign is the ability to track the progress of your sent emails and see how recipients are interacting with your documents. This allows you to stay informed and take appropriate actions based on their responses.

To track the status of your email, follow these steps:

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  1. Login to your DocuSign account
  2. If you don't have an account yet, you can sign up for a free trial on the DocuSign website. Once you have your account credentials, login to access your dashboard.

  3. Go to the "Sent" tab
  4. In the navigation menu, locate and click on the "Sent" tab. This will display a list of all the emails you have sent through DocuSign.

  5. Select the desired email
  6. From the list of sent emails, locate and click on the email you want to track. This will open up the email details page.

  7. View the status and recipient actions
  8. On the email details page, you will be able to see the status of the email, whether it has been delivered, viewed, or if any actions have been taken by the recipient. You can also see the date and time of each action.

  9. Click on the recipient's name for more details
  10. If you want to dive deeper into the recipient's actions, click on their name. This will provide a more detailed view of their interactions with the document, including any comments or signatures made.

By tracking the status of your DocuSign emails, you can stay updated on the progress of your documents and take necessary steps accordingly. This feature ensures transparency and efficiency in your document workflows.

Frequently Asked Questions

1. Can I send multiple attachments in a DocuSign email?

Yes, you can send multiple attachments in a DocuSign email. Simply attach the files before sending the email.

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2. Is there a limit to the file size of attachments in a DocuSign email?

Yes, there is a file size limit of 25MB per attachment in a DocuSign email.

3. Can I send both PDF and non-PDF attachments in a DocuSign email?

Yes, you can send both PDF and non-PDF attachments in a DocuSign email. DocuSign supports a wide range of file formats.

4. Can I add a note or message to the recipient when sending attachments in a DocuSign email?

Yes, you can add a note or message to the recipient when sending attachments in a DocuSign email. This allows you to provide additional context or instructions.

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