To Create a New Envelope:
An envelope contains the documents that you will be sending to the recipient via the DocuSign system. Envelopes may contain multiple documents(with multiple pages) and can be sent to several recipients.
- Under 'Manage', find the 'Create' drop down and choose 'Envelope'
- From there, to add a document, choose either 'Browse from my Computer' or 'Choose an Online Document'. These two options
will give you the ability to insert a document into your envelope. - Envelopes can also be created from existing templates. Instead of clicking 'Envelope' under 'Create', click 'Template', which will
give you the option to choose from one of your existing templates.