How to send for signatures
From the PDF editor
- Open the document in the PDF editor
- Make sure all fields are filled in and signature placements are set
- Click Send for Signatures
- Assign recipients to each signature role:
- Enter the signer’s name and email for each role (buyer, seller, etc.)
- Roles are determined by the signature fields on the document
- Review and confirm
- Click Send
From the documents page
- Select one or more documents using the checkboxes
- Click Send for Signatures
- Assign recipients and confirm
From Homie chat
Ask Homie to send a document for signatures:- “Send the purchase agreement for signatures”
- “Get the buyer and seller to sign the contract”
Placing signature fields
For uploaded documents (not drafted from templates), you may need to place signature fields manually:- Open the document in the PDF editor
- Switch to Signature mode
- Draw signature fields where signers need to sign
- Assign each field to a role (buyer, seller, etc.)
- Save before sending
What recipients see
Recipients get an email from DocuSign that includes:- A link to review and sign the document
- Instructions for completing their signature
- The ability to sign from any device (computer, phone, or tablet)
After sending
Once sent, the document is locked in Oun — you can’t edit fields until the signature process completes or is voided. You can track the status of each recipient on the document page. See Tracking signature status for details.FAQ
Can I send multiple documents at once?
Can I send multiple documents at once?
Yes. Select multiple documents from the documents page and send them as a single DocuSign envelope. Recipients receive one email with all documents to sign.
What if I entered the wrong email for a signer?
What if I entered the wrong email for a signer?
You’ll need to void the envelope and resend. See Tracking signature status for how to void.
Do signers need a DocuSign account?
Do signers need a DocuSign account?
No. Recipients can sign via the link in their email without creating a DocuSign account.
Can I customize the email message?
Can I customize the email message?
The email comes from DocuSign with standard messaging. Custom email content is not currently supported.