Both when using a template and in preview mode, you have the option of sending a document via DocuSign at any time. To do this, simply click on the three gray dots and click on "Send via DocuSign"
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A window opens in which you can enter the names and email addresses of the recipients. You can also define a subject for the e-mail to be sent here.
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If you send the document as a draft, it is available for further processing within DocuSign.