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  3. Signing a 21 CFR Part 11 Compliant Document In DocuSign

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Signing a 21 CFR Part 11 compliant document in DocuSign

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  • Service Category: Business Applications
  • Service:
    Electronic Signature: DocuSign

21 CFR Part 11 is an FDA regulation that relates to research - UCSF has a separate DocuSign instance that has additional policies and regulations in place to meet the 21 CFR Part 11 guidelines.

Signing a 21 CFR Part 11 compliant document is slightly different process than signing a normal envelope. Please see the steps outlined below.

When a user receives a Part 11 compliant document they will need to have a DocuSign account in order to sign it. Upon receiving a Part 11 envelope the users will know that it requires authenticating with DocuSign because it states that the Part 11 module is enabled.

Docusign email

1. After selecting "Review Document" signers will be routed to the DocuSign login page. If the signer does not already have a DocuSign account, they will be prompted to create one and set up a password. Please remember the password - it will be needed again soon.

DocuSign Log in screen

2. Once the signer has logged in they will be able to begin signing after agreeing to the disclosure.

Docusign disclosure pop up
Docusign Envelope to be signed

3. Once the signer clicks on one of the signing fields above, they will be directed to the following screen to select reason for signing.

Reason for signing pop up window

 

4. In the drop-down select a reason for signing. In most cases, the signer will select "I approve this document" and click sign which will redirect them to this pop-up.

Consent to authenticate pop up window

5. The signer will click continue and then be redirected back to the login page where they will have to authenticate again. They will also need to re-authenticate for each initials field. 

Signers will have to repeat steps 3-5 until all signing is completed and then click Finish to get to this screen

Completion page when done signing

 

Video on signing a 21 CFR Part 11 DocuSign envelope: https://support.docusign.com/en/videos/Sign-a-CFR-Part-11

Related Information

  • How to switch accounts in Docusign
Section Menu
Electronic Signature: DocuSign
  • Track DocuSign Routing
  • Respond as a DocuSign Recipient
  • Set Up a DocuSign Workflow
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