How To

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How-To

DocuSign FAQs

Is there a maximum file size or a maximum number of recipients for an envelope? The maximum total file size for an envelope is 25MB.  There is no maximum number of recipients for an envelope.   How come I cannot see a document that was sent to me when I log into DocuSign via MyAccess?

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How-To

Track DocuSign Routing

Follow these steps When you receive a document to be signed, the email notification only shows the name of the initial sender.  If, for example, you are number 3 out of 6 in the routing order, the name of the sender in the email notification is the initial sender, not the person who was number 2 in the routing order.  To view the full routing status, you must log into DocuSign when you are done signing; a window will appear saying, You have completed your documents. 

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How-To

Respond as a DocuSign Recipient

What you need to know The following are helpful tutorials on the basic functionality you will encounter as a recipient of a DocuSign envelope: Creating a signature Signing Free-form signing vs. tagged signing Editing (markup) Tracking

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How-To

Set Up a DocuSign Workflow

Workflow decisions (read this before sending) In order to best utilize DocuSign, you should document your current workflow and then think through how to transition it to DocuSign most efficiently. Consider, for example, that the routing from sender to signer 1 to signer 2, and so on, is automated with DocuSign but most likely occurs manually in your current process.

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How-To

DDPE Frequently Asked Questions (FAQs)

  FAQs What is encryption? Encryption is a process in which data is “scrambled” using an encryption key. This makes the data unreadable and inaccessible to unauthorized users. How is DDPE or DEE different from current encryption solutions?

How-To

Box: Automated Deprovisioning of Separated Users

UCSF Box Deprovisioning Process We send an email reminder to Box users and their supervisor to transfer ownership of their files before they separate from UCSF. When someone separates from UCSF, we deactivate the person's Box account within 24 hours and only retain the Box account for 90 days.

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How-To

Box: Folder Creation

Steps to follow Follow the instructions below to set up a new folder in Box.

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