Deliver Autograph Dropdown with airSlate SignNow

Forward autograph number

It's easy to send out documents for signature from DocuSign Rooms. You'll start from the Envelopes tab. To create an envelope, select New in the top-right. Once inside the envelope, you can upload the documents that you want sent for signature. The Upload option allows you to select documents from your computer, or other cloud storage providers. Documents in the room, including any DocuSign forms for real estate, you can click Add Room Documents, and select what you need from there. The Use a Template option will let you pull from the eSignature templates that you have set up. If you select an eSignature template or a DocuSign form, you'll notice fields below now correspond to the recipient roles assigned in the template or form. You can delete the ones you won't need for this envelope. You can enter the recipient information manually, or you can select the icon on the side to select Contact Information from your room participants, your personal address book, company directory, or the client contact information you have entered in the details tab of the room. Contact information that you use often, may give you an option to Auto Populate. Each recipient can be assigned a specific recipient action determined by the dropdown menu on the right. The Set Signing Order checkbox allows you to set the order in which your recipients receive and take action on the documents. If you set the numbers sequentially, one individual will have to carry out their document action before it is routed to the next recipient. When different recipients have numbers set in parallel, meaning they have the same number, those recipients will receive the envelope simultaneously, and can carry out their document actions in any order. You can personalize the messaging going out to the recipients who receive these documents. The email subject line that you add will become the name of the envelope as you see it in the room. Once everything here is set, click Next, and you'll be taken to the Add Fields screen, where you will place information fields. The Recipient dropdown in the top-left can help you determine which recipients are responsible for which fields, indicated by color. Take the fields you need from the column on the left and drag them onto the corresponding areas on the document. If you selected an eSignature template or DocuSign form, certain fields should already be placed for your recipients. When you're satisfied, click Send in the top-right. These documents will then be sent off to your recipients and you'll be taken back to the Envelopes tab. Each envelope you see listed here will have its current status listed under it. Any documents that were sent in the envelope can be found in the Documents tab. Once the documents are signed, the Envelope Status will change to completed, and all the signed documents will appear in the Documents tab.