DocuSign: Sending via CasePacer & CP Direct

Sending to Existing Contacts

1. Open the Documents in the relevant Case

1. In the sidebar, click Documents.

2. The document index will appear.

2. Start a DocuSign Request

1. Click Send DocuSign.

2. You will be taken to the Send DocuSign page, which includes:

   • Document Title

   • Email Subject

   • Recipients

   • Documents

   • Select Signatories

3. Enter the Document Title and Email Subject.

4. Add a New Recipient

1. In the Select Signatories data table, select one or more signatories.

• • Their information automatically appears under the Recipient(s) section - select Parallel Sending  if applicable.

5. Select Document & Send

1. Select the document to be signed.

2. Click Send.

6. Prepare the DocuSign Envelope

1. DocuSign will open in a new browser tab, displaying a preview of the document.

2. Drag and drop the signature fields onto the document.

3. Click Send within DocuSign.

You’ll see the confirmation message:
“You have successfully sent out the document … to be signed by the following recipients:”

Sending to New Recipients

1. Open the Documents in the relevant Case

1. In the sidebar, click Documents.

2. The document index will appear.

2. Start a DocuSign Request

1. Click Send DocuSign.

2. You will be taken to the Send DocuSign page, which includes:

   • Document Title

   • Email Subject

   • Recipients

   • Documents

   • Select Signatories

3. Enter the Document Title and Email Subject.

4. Add New Recipient(s)

1. In the Recipients section, click + New Recipient.

2. A new recipient card will appear.

3. Enter:

   • Full Name (Last Name, First Name)

   • Email Address

5. Select Document & Send

1. Select the document to be signed.

2. Click Send.

6. Prepare the DocuSign Envelope

1. DocuSign will open in a new browser tab, displaying a preview of the document.

2. Drag and drop the signature fields onto the document.

3. Click Send within DocuSign.

You’ll see the confirmation message:
“You have successfully sent out the document … to be signed by the following recipients:”