DocuSign

DocuSign is an electronic signature platform that helps businesses send, sign, and manage documents digitally.

Website

docusign.com

Industry

Collaboration

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How to forward a document in DocuSign

Here is how to forward a document in docusign

First click on the "Agreements" tab in the top navigation menu
Then click on the three-dot menu button next to the document you want to forward
Next select the "Forward" option from the dropdown menu
Then click in the "Name" field under the "Add a recipient" section and enter the name of the recipient
Next click in the "Email" field and type in the email of the recipient
Then scroll down in the recipient details page
Next click the subject input field and type in your preferred subject
Then click the "Next" button again to proceed to the document signing page
Finally click the "Send" button in the bottom right corner to send the document

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Why should you forward a document in DocuSign

DocuSign is a versatile digital document management platform designed to streamline agreements and signatures.

Forwarding a document in DocuSign is a simple feature that enhances collaboration and efficiency. It allows users to seamlessly direct documents to the appropriate parties, ensuring smooth communication and swift transactions.

This feature is beneficial because it eliminates delays in sending important documents, reduces the risk of miscommunication, and enhances the workflow by keeping everyone in the loop. Utilizing this function can lead to more organized and effective document management.

Last update

March 9, 2026

Tutorials