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:
- To preview your recipients' experience, click Other Actions and select Preview.
- To send your envelope, click Send.
- To save a draft without sending, click Other Actions and select Save and Close.
- To cancel the envelope preparation and return to your Manage page, click Other Actions and select 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.
- To preview your recipients' experience, click Other Actions and select Preview.
If you still have questions or need additional assistance, please contact us at docusign@ucsd.edu.