Summary of "How to Save DocuSign Envelopes" YouTube Video
This video provides a straightforward, step-by-step guide on how to save DocuSign envelopes efficiently. It's designed for both new and experienced users seeking a streamlined method for securing their documents within the DocuSign platform.
Main Points:
The process of saving a DocuSign envelope involves several key stages, all initiated from the DocuSign website:
Login to DocuSign:
- Navigate to the official DocuSign website.
- Locate and click the "Login" button, typically found in the top right corner of the homepage.
- Enter your DocuSign account credentials.
Initiate Envelope Creation:
- Once logged in, access your DocuSign homepage.
- Click on the "Start" option, usually visible on the dashboard. This prepares you to create a new document or access existing ones.
Add Envelope Details:
- Input essential information such as recipient email addresses, document titles, and any other relevant context. This ensures clarity for all involved parties.
Upload Documents:
- Click the "Upload" button to browse your device.
- Select the specific documents you wish to include in your DocuSign envelope.
- The video specifically mentions clicking on the "desktop" option if your documents are stored there, aiding in organization.
Proceed to Settings and Saving:
- Click "Next" to move to additional settings where you can adjust document fields.
- Review and finalize all document settings.
Save the Envelope:
- Click on "Actions."
- Select "Save and Close." This action securely stores all entered information and uploaded documents within your DocuSign account.
Key Takeaways:
- Ease of Use: DocuSign offers a straightforward process for saving envelopes, ensuring a smooth workflow.
- Security: Saving an envelope securely stores your information and documents within your DocuSign account.
- Organization: By adding details and uploading documents correctly, you maintain an organized system for your agreements.
- Actionable Insight: The "Save and Close" option under "Actions" is the critical final step to ensure your envelope progress is permanently stored.
By following these steps, users can effectively save their DocuSign envelopes, making them ready for sending or future management.