How 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.