Adding Recipients to a DocuSign Document

This guide will walk through how to manually add signature lines to documents uploaded in DocuSign.

Step 1: Once you have uploaded the document to DocuSign via Box, Click Add Recipients.

Step 2: Add your recipients. Make sure the "Set signing order" box is checked. 

Note: Generally, the signing order is as follows:

1. Vendor Signer

2. ISOC General Counsel

3. ISOC Signer

Example:

Note: If you have pre-arranged a different signing order with Ilona Levine (ISOC General Counsel), make sure your signing order is set per your arrangement.

Once your signing order, names and email addresses are correct, click DONE.

Step 3: Click and drag the Signature (and related fields) for each recipient onto the document. Note that Ilona Levine will always have the Approve Button as her "Signature."

Verify that all fields are in the correct places.

Step 4: Edit the email subject and message directed to the recipients of the document.

Step 8: Send the document with one of the yellow SEND buttons in the upper or lower right. 

DocuSign will take care of the rest - as the sender, you will receive email notifications when recipients interact with the document, including when they view and sign the document.