1. Sign in to Docusign with valid Docusign credentials and create an envelope.
    Customers must have their own valid Docusign accounts; they aren’t provided by iManage.

NOTE: An envelope is a container that you can send to a recipient to sign. It can contain one or more documents. The envelope also includes details about the documents to be signed, the signers, and other recipients, and the locations where signers will sign the documents. For more information about creating and sending an envelope, go to https://support.docusign.com/s/document.

  1. If you have more than one Docusign account, select the account you want to use and then select Confirm. By default, the one you’ve set as your default account in Docsign is selected (refer to the image below).

    Two_Accounts.png


    For more information about switching accounts and setting a default account in Docusign, go to https://support.docusign.com/.

Email sent to recipients/signatories

After you send the envelope, recipients will receive an email containing details, such as the sender’s name and email address, document name, and an option to review the document.

image-20250319-020954.png

For more details about signing a document, refer to Signing documents.