Navigating DocuSign

Navigating DocuSign is very easy. Before navigating in DocuSign, it's important to understand a few terms that will be used through this guide. 

• Envelope - An envelope is very similar to a physical mail envelope that contains documents associated with a process. 
• Template - A template is a reusable electronic process and envelope. 

The navigation bar is located at the top of the screen throughout DocuSign. 

• Home - The home screen which is displayed when first logging into DocuSign.
• Manage - An area where you can manage your different envelopes.
• Templates  - An area where you can manage your DocuSign templates.
• Reports - An area showing reports about your different envelopes.
• (?) - Opens a support window that provides help contents based on the windows it's clicked.
• Profile - An area to customize your profile and preferences. 

The Overview area located on the homepage is a quick view of your envelopes and their current status. Clicking on each status will take you to the corresponding envelopes in that state within the Manage screen.