it.ucsf.edu

As a recipient

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 (mark up)

Tracking

Declining
  Changing signer

Creating a signature

Creating and editing a signature: You will be prompted to create a signature when you sign a document for the first time. You can either select one of DocuSign’s existing fonts which will create a signature for you, draw one with your mouse, upload a scanned version of your signature, or log on with your phone or tablet and draw it with your finger. This will become your unique identifier – it will be on any document that asks for your signature. You can change it, later on, by going to Preferences in the top right corner of the DocuSign screen, then selecting Manage Identity in the left hand column and then selecting Edit.

Free-form signing vs. Tagged signing

Depending on how the sender decided to prepare the envelope, you will either be signing into tagged fields or given the flexibility to drag and drop your own signature, initials, and other fiends onto the document.  As a signer, you do not have the ability to toggle between these options.  

 

If your document has free-form signing, you will see a list of tags to drag and drop on the right hand side of the screen.  Place them anywhere on the document and then click the yellow Finish button when done.

 

Image described above

If your document has tagged signing, you will see text boxes, signature tags, initial tags, and/or other fields for you to complete.  

Image described above

 

Tracking

Tracking an envelope's status: when you receive a document to be signed, the email notification only shows the name of the original 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 second in the routing order.

Signing

  1. Click on link in email to view document.
  2. Click on Review Document.  Click checkbox if you don’t want to see pop-up in the future. 
  3. Review document.
  4. Click on yellow Sign Here tab to sign.

5. Create signature (first time only). See here for more information.  

6.  Click on the yellow Next tab to scroll to the next field to sign, initial, or fill out.  (if applicable)

7.  When all fields are filled out, you will see a pop-up indicating that all fields are complete.  Click the yellow Confirm signing button to confirm and send.  

Editing (Mark up)

When I am sending an envelope, how do I make sure that my recipient(s) can edit the document if they need to do so?

When you are preparing to send the envelope, scroll to Envelope Settings toward the bottom of the screen and make sure that the box is checked for ‘Allow recipient(s) to edit the document(s).’  

If you are using a template and do not see this option, the person who created that template did not enable it on the template level.  Check in with the template owner to see if that was intentional or if they might be able to change that setting.  

Can recipients also make changes to the document if they notice an error or omission?

Yes, but only if the sender enabled that option when the envelope was created and sent.  This option is a check box under Envelope Settings on the sending screen. 

If the sender didn't do that and you still want to make changes, contact him or her directly and ask them to correct the envelope and enable that feature (see below).  Note that all signers on the document – regardless of whether they are earlier or later in the workflow than the person who marked the document – will need to initial the changes.  Even if you are not a signer, you will receive a note in the Completion Notification email which informs you that changes have been made.

Click here for step by step instructions to edit the document text by using the DocuSign Mark Up tool. 

 

Declining

To decline to sign a document, you can either:

(1) click Decline from the initial pop-up screen or

Image described above

(2) from the More drop down menu

Image described above

(3) Then provide a reason for why you are declining to sign.  

Image described above

Changing signer

In order to re-assign the signer to someone else, follow these steps.

(1) Click on the Change Signer button on the pop-up after clicking through the link to sign in your email notification.

Image described above

(2) Fill in the new signer's email address and name, as well as the reason that you are changing signers.  Once you complete this pop-up form and press Change Signer, you will become a cc recipient on the envelope and the new signer will receive an email notification explaining that you appointing him or her as the new signer of this document.  All tags that were originally assigned to you will now be assigned to the new signer.  

Image described above