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1. Is this a one-time workflow or is this a process that is repeated often?
If it is a recurring process, you should create a template so that the workflow is hardcoded. You can hardcode the document/form, the recipients if desired, and the tags on the document. See here for more information.
2. What is the current workflow for this signing process?
Document the current workflow so that you and your team can determine how to best utilize DocuSign. There might be redundant steps that are no longer needed once signing is electronic and workflow is automated.
3. What role does each person have in that process?
4. Do you want the signers to decide where on the page(s) their name/signature/initias/date signed/other information goes or do you want to designate the locations and types of fields in advance?
If you want to leave the data/signature input up to the signer, you can send straight from the initial sending screen and the signer will see a drag-and-drop pad and can place the appropriate information in the appropriate spot:
Otherwise, you can place tags to designate the appropriate places to sign or enter other data. See the sending page for more on taggging.