Find out how to add documents to a DocuSign envelope.
In the Documents for Signature section, you add documents from your computer or an online document, which includes templates and external documents:
If Automatic Template Matching is enabled for your account, the system checks to see if the document you’ve uploaded matches a template in your system. If a match is found, the system gives you the option of applying that template to the document.
Note: If you want to select a document from an external source, such as Box or Google Drive, you might need to log on to the external document source. You might need to disable your pop-up blocker to log on to an external document source.
If you still have questions or need additional assistance, please contact us at email@example.com