Where can I access documents to upload to DocuSign?

Almost any document can be uploaded to DocuSign for signing as long as it is in PDF format. This means that you may need to convert files to PDF if they are not already in that format to be able to upload them to DocuSign. Below are a few examples of where you may want to pull documents from to be signed.





Your Computer

  • You are able to upload documents from your computer to DocuSign.

Documents from your DocuSign Library

  • You can use/send documents that have been shared with you.

  • Navigate to the Templates tab in DocuSign.

  • Select Shared with Me.

Online Documents

  • Box

  • Dropbox

  • Evernote

  • Google Drive

  • Salesforce

  • OneDrive

  • ShareFile