Send Envelope via DocuSign Request

Tags DocuSign

This service allows authorized users to submit documents for electronic signature using DocuSign. IT or Digital Workflow teams ensure envelopes are correctly configured, routed to recipients, and compliant with organizational policies and security standards, enabling efficient and secure document signing.


What’s Included

  • Preparation and submission of documents for signature

  • Configuration of recipients, signing order, and authentication options

  • Guidance on required fields, attachments, and workflow setup

  • Tracking and monitoring of envelope status

  • Troubleshooting submission or delivery issues

  • Notification to the requestor once the envelope is sent or completed


Who Can Request This Service

  • Employees, faculty, and staff with DocuSign access

  • Department managers and supervisors

  • Project leads managing document workflows


When to Use This Service

Submit a Send Envelope via DocuSign request when:

  • You need to obtain electronic signatures for contracts, agreements, or forms

  • Documents require multiple signers with defined signing order

  • You need tracking and confirmation of completed signatures

  • You need assistance configuring workflow or authentication settings


Requirements Before Submitting

Please provide:

  • Document(s) to be sent

  • Recipient names and email addresses

  • Signing order and roles (signer, approver, CC, etc.)

  • Any special instructions or deadlines

  • Your contact information for follow-up


Fulfillment Time

Requests are typically processed within 1–2 business days, depending on complexity and number of recipients.