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What you need to know

Should I tag the signature fields so the signer knows where to sign?

It depends on your situation. It's important for people to actually know what they're signing. Many just click through documents and sign without reading. If you’re concerned that the person who will be receiving the file might not even glance at the document itself, then don’t tag it. Let the signer find out where to sign and drag his or her signature to that location on the page.

If, however, you are asking someone to sign a multi-page document that requires lots of signatures and initials, you might want to tag it so that they do not miss one of the fields and accidentally send it back to you incomplete. If you tag the fields before you send it, DocuSign will not consider the file to be complete until the signer has signed all the fields you tagged. 

Can I use the DocuSign app on my iPhone/Android/iPad/tablet?

No. UCSF does not currently support the DocuSign app, because it does not yet allow single-sign-on login through MyAccess. However, you can still use DocuSign with the browser on your phone or tablet, either logging in through the DocuSign link in MyAccess or by going to https://www.docusign.net.

I just sent an envelope to someone and now I'm realizing that I want to send an almost identical envelope to someone else. Is there a way to copy my original envelope with its tags, workflow and documents?

Yes. You can (1) clone the envelope and send an identical version either to the same person or another person, or (2) make some changes and then send it off. Learn more about cloning envelopes from DocuSign.

Warning: name matching. When you're typing in the name and email address of the recipients, make sure to use the exact spelling of their first and last names. If a name doesn't match the name on the recipient's account, they may not be able to track the status of the document in their DocuSign console, but they'll still be able to receive the email notification and sign the document.

To allow your account to accept envelopes sent to your email address with a different name (John Doe vs. Jonathan Doe):

  1. Go to Preferences  (under the drop-down menu via the arrow in the top right-hand corner of the screen).
  2. Select Names Available.
  3. Check the Senders may add new spellings of my name box.
  4. Click Done.

Warning: name in signature. Do not change the name in your signature. For example, if you are "John Doe" according to your initial DocuSign account and your UCSF email, do not change it in your signature font to "Jonathan D. Doe." Your name (first, last and middle initial if applicable) must match the name used in your signature in order to have all of your signed and sent documents stored in the same account.