# How to Create and Send an Envelope

You can create a new envelope from:

* Dashboard
* Mailbox
* Scenarios
* Approval
* Dictionaries
* Contacts

The <img src="/files/1m1ggkJlPwQ2zqpL8Mae" alt="" data-size="line"> button is in the top-right corner, next to the notification bell.

<figure><img src="/files/tW7wQhkOBY1qyPMOdD6N" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Use **Quicksend** to create an envelope from uploaded files. See [Quicksend](/user/dashboard/how-to-upload-a-document-for-e-signature.md).
{% endhint %}

### Create from a template

1. Open a template card on the dashboard, or a template in the templates list.
2. Click the template card to start an envelope draft.

![](https://docs.docstudio.com/en/latest/_images/createFromTemplates.png)

### Create from the template editor

1. Open a template in the editor.
2. Click the **Send** <img src="/files/bVnN5bylfoYOQNxgDt7z" alt="" data-size="line"> icon.

<figure><img src="/files/6IoFHwiZFlQSYJpdWVCP" alt="" width="563"><figcaption></figcaption></figure>

### Create by cloning an envelope

1. Open an existing envelope.
2. Click the **Clone** <img src="/files/ua0Xdajn7BVgHxyKv9m4" alt="" data-size="line"> icon.

<figure><img src="/files/HGfL1reSKcGfrmlPnY8o" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
You won’t see the **Clone** <img src="/files/ua0Xdajn7BVgHxyKv9m4" alt="" data-size="line"> icon if:

* your mailbox has no access to the source template
* the envelope was created via **Quicksend**
  {% endhint %}

### Next steps in the draft

After creation, the envelope opens as a draft.

1. Fill in roles for the envelope flow.
2. Use **I am assignee/approver/signer** to assign yourself to a role.
3. After you fill all required fields, send the envelope to the next participant.

<figure><img src="/files/ubdOuwcmsXalGtm5iEZ9" alt="" width="375"><figcaption></figcaption></figure>

### Save a draft

Click the <img src="/files/PJmqArJFtHdggLt6Lh0P" alt="" data-size="line"> button to save the envelope and send it later.

{% hint style="info" %}
**Save draft** option is not available for **Quicksend** envelopes.
{% endhint %}

After the first save, the envelope auto-saves after each change. The indicator next to the <img src="/files/MdZzXbiF1odkr17wkfQR" alt="" data-size="line"> shows the save status. Auto-save saves your changes, but it does not send the envelope. Auto-save also works for envelopes in **Waiting for you** status.


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