Open the document and select Send with DocuSign (grouped under the DocuSign action group). If the document already has an envelope, you will be asked to confirm before sending it again. Choose the recipient(s) to sign in the dialog that follows; the document is then rendered to PDF, an envelope is created in DocuSign with the signature field already placed, and it is sent automatically.

Before the envelope is sent, the Select Email Receivers page opens so you can review or adjust who receives it and what they are told:

Contact Type. Each recipient is a Signer (must sign the document), a Carbon Copy (receives a copy but is not required to sign), or an Agent (manages the envelope on behalf of another recipient rather than signing it themselves).

Routing Order. Controls the sequence recipients are contacted in - useful when a document needs to be signed by more than one person in a specific order. The first Signer defaults to order 1; add more signers and give each a distinct order to enforce a specific signing sequence. Carbon Copy recipients are automatically ordered to receive their copy only once every signer has completed, kept in sync as signers change if Cc Receive At Complete is turned on in the DocuSign Administration page's Conditions section.

What happens if more than one recipient shares the same Routing Order? DocuSign treats them as parallel recipients: everyone sharing that order is notified and can act (sign, view, or receive the copy) at the same time, in any order relative to each other. DocuSign only moves on to the next Routing Order once every recipient in the current one has completed. This lets you mix sequential and parallel steps in the same envelope - for example, two people who can sign in either order before a final approver signs last.