How to copy a document in DocuSign
Here is how to copy a document in docusign
- First click on the "Agreements" tab in the top navigation menu
- Then click on the "More options" button (three dots) next to the "Download" button of the document you want to copy
- Next click on the "Copy" option from the dropdown menu
- Then scroll down to view the "Add recipients" section in the document preparation area
- Next click on the "Name" field and enter recipient information
- Then click on the "Email" field and change it the email you want to use for the recipient
- Next click on the "Next" button at the bottom right to proceed to the document editor
- Finally click on the "Send" button at the bottom right to send the document for signature
Why should you copy a document in DocuSign
DocuSign is a leading platform that streamlines the electronic document signing process, offering convenience and efficiency.
The ability to copy a document in DocuSign enhances user productivity by allowing the easy replication of existing documents without starting from scratch.
This feature is particularly beneficial for repetitive agreements or forms, saving valuable time and ensuring consistency.
By providing a quick method to duplicate documents, it eliminates the hassle of manual re-entry, fostering a seamless and stress-free workflow.
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