How to send a partner contract for execution in DocuSign
- Brett Noll |
- 21 steps |
- 2 minutes
Alert! In order to complete this process, you will need to have an account account within our organization in DocuSign.
1
Navigate to [https://apps.docusign.com/send/home](https://apps.docusign.com/send/home)
2
Click "Start"
3
Click "Send an Envelope"
4
Click "UPLOAD" and select your file
5
Click "Set signing order"
6
Click the "EmailEmail Recipient 1\*" field. The first signer will be the partner
7
Click "ADD RECIPIENT"
8
Add the signer for GSE
Tip! Notify additional parties by adding recipients to "receive a copy" upon execution from both signers
9
Click "ADD RECIPIENT"
10
Click "NEEDS TO SIGN"
11
When adding additional recipients, toggle between "Needs to Sign" and "Receives a copy"
12
Add Brian Dauer to receive a copy if commissions are involved. Brian owns the commission incentive payouts and would need to be notified of any new partners requiring his attention.
13
Add a subject line and message for your email
14
Click "NEXT"
15
Click this icon to toggle between signers.
16
Click "Signature"
17
Drag the signature box to the appropriate section. Repeat this step for Name and Title
18
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