Send Documents for Signature with Docusign

This article provides a simple guide for users on how to access their Docusign Envelope account and begin the process of sending documents for signature. It includes:

  • Logging into Docusign: Step-by-step instructions for signing into your Docusign account through a web browser.
  • Navigating to the Envelope Section: How to locate and access the "Manage" or "Envelopes" tab from the dashboard.
  • Starting a New Envelope: Guidance on clicking the “New” or “Start” button to begin creating a new envelope.

Docusign Access Levels

  • Signer Access: Allows users to electronically sign documents. To activate Signer access, simply sign in to Docusign using your employee email address. This will automatically create and activate your Docusign account with signing privileges.

  • Sender Access: Grants users the ability to create and send envelopes for signature. To obtain Sender access, please follow the specific instructions provided below (or in the accompanying documentation).

Prerequisites

Before you can send documents for signature, you must have a Docusign account and submit a Docusign Access Request through the Service Catalog. This request requires approval from your supervisor unless you are submitting it on behalf of one of your employees. Once approved, ITS will notify you when your access has been granted or if any additional information is needed to complete the process.

Note: If you encounter the error message below after completing the prerequisites, proceed to the following steps:

"You do not have permission to send envelopes. To change your permissions, an account administrator must update your permission profile"

  1. Double-check that you have created your Docusign account using your Central Piedmont email address.

  2. Confirm that ITS has granted and applied Sender/Envelope access to your account.

  3. Log out of Docusign and log back in to refresh your access permissions.

  4. Ensure you are within your Envelopes account by following the steps below.

Access Your Docusign Envelope Account

  1. Sign in to Docusign with your Central Piedmont email address.

  2. Open your profile menu in Docusign by clicking the profile icon in the top right corner.

Docusign profile icon

  1. Select "Switch Account" from the drop-down options.

Switch account

  1. Select the Envelope account and click Confirm.

  2. Navigate to the Home page.

  3. The Home page is where you can create or upload templates for sending documents. 

    • At the center of the page, click Start > Envelope Templates > then choose the option you need.

Docusign home page

Additional Training Resources For Docusign

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