How to Send a Contract From an Existing Template Video Tutorial and Steps

Note: Before getting started, make sure your contract is created in Google Doc or Word, and that any fields where data is required are left as empty blank lines. DocuSign is not for creating brand new contracts, it is for filling, organizing and sending existing contracts digitally. Export your doc as a PDF when it is ready to be digitized.

1. Go to Manage. Click the yellow Start Now button on the left side.

2. Click upload or drag & drop your contract document PDF.

3. Next, below that box, expand the Add Recipients section. Add anyone who needs to sign this doc (including internal parties at Cornett if needed).

4. Next to each person’s name, you’ll choose whether this person is a signer, if they’ll receive a copy of the document, or if they simply need to view it as an informed party. There’s an additional customization option where you can add an access code or private message if applicable.

5. After your recipients are added, take note of the signing order. The person who should enter information or sign the document FIRST, should be listed first. You can drag and drop the signers to change the order.

6. Beneath that prompt on the same page, you’ll add a message. The subject is the subject line the recipients will see in the email when they receive the document. The message is the accompanying message with any relevant context.

7. Once the above information looks good, press the yellow Next button on the lower right.

8. Next, we’re going to add fillable fields. Anywhere there is a blank on your document where data is needed from your signers, you’re going to drag and drop one of the pre-set fillable data points on the left into that field. If you’re not sure which to use (if it’s not an obvious item like a signature or date), you can use the standard text field and make it either optional or required…

Note: You can toggle between signers by assigning different fields to different signers using the dropdown menu on the top left. Keep in mind your signer order, so that the first person who receives the document fills in any necessary blanks that the second signer will need to know before receiving the document. For instance, if I’m hiring a freelancer, I’ll need to add their hourly wage into the document before they receive the document to sign, since that is information contributed by the hiring manager.

1. That’s it! Build your contract using these fields, and when you’re done, click Send. The first recipient will receive the document to sign. Once they’ve done so, it will be sent to the second signer.

Some additional notes:

• Once a document is signed, it can only be signed, voided or deleted. It cannot be edited.
• You can save commonly used documents as templates. See this video for instructions.
• Once documents are signed, you can find them in your account under Manage, then in the Sent box.