"DocuSign Prepare & Send - SoftPro" Instructions - Click Here and download pdf.



A quick summary below:

Click the DocuSign button in SoftPro Ribbon.


  1. Select attachment(s)
  2. Select your contact(s)
  3. Select Prepare & Send
  4. Type subject, message
  5. Type new document name
  6. Click Prepare
  7. Click the "Click to Prepare Document" link