Select a template, enter a recipient's email, and send a signing invitation. ## Prerequisites - A DocuSeal account with at least one template created - The recipient's email address ## Steps ### Step 1: Open your template Go to **Document Templates** on the dashboard. Click the template you want to send. ![Open your template](https://docuseal.supportpages.io/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6OTM0LCJwdXIiOiJibG9iX2lkIn19--69d6d8f2b820017fcd1fb601498dc59f35286ed5/step_0.png) ### Step 2: Click Add Recipients On the template page, click **+ Add Recipients** in the top-right corner of the Submissions section. ![Click Add Recipients](https://docuseal.supportpages.io/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6OTM1LCJwdXIiOiJibG9iX2lkIn19--955fac4b3b394b3d628d096ed0834f32802f7940/step_1.png) ### Step 3: Enter the recipient's email and send In the modal, type the recipient's email address in the text area. Multiple emails can be separated by commas. The **Send Email** checkbox is enabled by default — leave it checked to email the signing invitation automatically. Click **Add Recipients**. ![Enter the recipient's email and send](https://docuseal.supportpages.io/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6OTM2LCJwdXIiOiJibG9iX2lkIn19--a18091cea25069840ccbe06888bdc4f7d2482515/step_2.png) ### Step 4: Confirm the invitation was sent You are redirected to the template page. A confirmation message appears: "New recipients have been added." The recipient now appears in the Submissions list with a **Pending** status. ## Tips - Use the **Via Phone** tab in the modal to send signing links via SMS instead of email. - Click **Edit message** next to the Send Email checkbox to customize the invitation subject and body. - To send to multiple people with different roles, switch to the **Detailed** tab. - Use **Upload List** to bulk-send from a CSV file. ## Summary Select a template, add recipient emails, and click Add Recipients. DocuSeal emails the signing link automatically.