How do I use DocuSign for Signing and Sending Documents?

Questions Answered in this Article


All faculty, staff and students have the ability to access DocuSign for e-signature solutions.

*Please note: Access to DocuSign training and additional information can be found on UNCW's DocuSign Sharepoint page

DocuSign for Signing:

  1. When you sign into DocuSign, you will need to create your signature.
  2. On the DocuSign home screen, there is an area on the far right side named "My DocuSign ID." 

    DocuSign homescreen highlighting the location of the My Docusign ID on the far right hand side.
  3. Click on "Create Your Signature" to create your own e-signature. 

    TECH TIP: Selecting "Edit" will allow you to edit your "Personal Information." 

    My DocuSign ID highlighting the "create your signature" button.
  4. After you have created your signature, you will be able to sign documents from any device.
  5. You will receive email notifications when someone has sent you a document to sign. You can decide if you want to sign it immediately, review the document or save it for later.
  6. Please know that all documents you upload, sign or receive will be saved within your DocuSign account. 

DocuSign for Sending:

*Please note: Users must request access to DocuSign before they can create and send envelopes. To request access, please submit the DocuSign Access Request service request and follow the instructions in the "Getting Started" section.

Please use the instructions below, after you have received access to sending, to learn how to create and send envelopes. 


  1. To send an envelope, navigate to your DocuSign homepage. In the top left corner there will be an orange button named "NEW." Click on the button and then select "Send an Envelope" from the drop-down menu. 

    "New" dropdown with three options: (1) Send an Envelope (2) Sign a Document (3) Use a Template.
  2. After you select "Send an Envelope," you need to upload documents. You can choose from "Upload," "Use a Template" or "Get from Cloud." 

    Adding documents window with three options (1) upload (2) use a template (3) get from cloud
  3. Once your documents have been uploaded, you can add recipients by checking the box named "Set Signing Order." 

    the location of "set Signing Order" check box in the top left hand corder.
  4. After you have added the recipient(s), you can select an action for the recipient by clicking "Needs to Sign." 

    Needs to Sign dropdown with several options like "needs to sign, in person signer, receives a copy, needs to view, etc.
  5. After the actions have been selected, click "Send Now" at the bottom of the page to send the envelope to your recipient(s). 

If you need further assistance, please submit a service request or CHAT with TAC.

100% helpful - 1 review