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As a sender

The following are helpful tutorials on the basic functionality you will encounter as a sender of a DocuSign envelope:

Workflow decisions (read before sending)  
Creating a template

Types of recipients

Sending Sending a free-form vs. tagged document 

Workflow decisions (read before sending)

In order to best utilize DocuSign, you should document your current workflow and then think through how to most efficiently transition it to DocuSign.  Consider, for example, that the routing from sender to signer 1 to signer 2, etc, is automated with DocuSign but most likely occurs manually in your current process.  More details on questions to explore in setting up your new process.  

Creating a template

 
Creating a template is useful if you will be sending the same document - or even variations of the same document - repeatedly and with a similar workflow. Follow these steps.  

Sending

Learn more here about how to get started with sending a single document to be signed.  

Types of recipients

There are seven different types of recipient actions that you can use when setting up a workflow.  The most common are 'sign' and 'receive a copy.'  

Recipient Action Description Required action for routing to move forward? Able to enter data and/or sign? Able to add or remove recipients or modify document or workflow? Able to fill in name and email for a signer later in the routing order? Must recipient have an active sender account?
             
Sign Sign, initial, or input any other data onto the document itself yes yes no no no
Sign in person Create a tablet signing session: the sender acts as the "signing host" and the signer is places in the "signer name" slot yes yes no no no
Receive copy Receive a copy of the envelope, for viewing only no no no no no
Manage envelope Fill in name/email for subsequent recipient(s); can also make any changes to envelope, including adding or deleting from routing, documents, or tags. Note that this recipient cannot correct changes after they have been submitted. yes no yes yes + can leave note yes
Manage recipients Fill in name and email for subsequent recipients; can also void envelope or correct recipient names or emails until those recipients have taken action yes no no yes + can leave note no
Address recipients Fill in name and email for subsequent recipients; can also void envelope but cannot correct recipient information once sent yes no no yes + can leave note no
Acknowledge receipt Receive a copy of the envelope, for viewing only yes no no no no

Sending a free-form vs. tagged document

When preparing a document to send, you can decide whether or not to designate where the signer(s) will place their signature, initials, name, date signed, and/or any other data.

 

(1) In order to use free-form signing, you must not set up tags for any of your recipients. Click Send Now from the Sending screen.

(2) Then select Send Anyway when the pop-up appears and cautions you that there are no tags.

Image of Send Now button described above

 

Image of Send Anyway button described above

 

(1) In order to send a tagged document, click Next from the sending screen.

(2) Then drag and drop the relevant tags to where you want them on the document. When finished, click Send.

Image of Send Now button described above

Image described above