DocuSign - Reviewing and Sending the Envelope


Overview


Find out how to review and send your DocuSign envelope.

 

Steps to Follow


Once you finish adding documents, recipients, messages, and signing fields, you are ready to preview your work, and then send your envelope.

1.  From the Add Fields view, the top navigation bar presents options to send, preview, save, or discard the envelope:

Screenshot: Other Actions to preview, save, or discard.

2.  Once you send your envelope, your recipients receive an email notification, asking them to review and sign.

 

About Preview

Preview mode offers a simplified view of each recipient's signing experience. You can use this mode to step through each recipient's fields.

 Screenshot: image of preview mode

If you still have questions or need additional assistance, please contact us at zoom@ucsd.edu