Log in to see all content. Some content is hidden to the public.
Can't find what you're looking for? Help us improve the search functionality by reporting the expected results.
162 Results
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.
- Affiliate
- Faculty
- Staff
- Student
- Business Applications
Send Envelopes in DocuSign
Getting started There are two ways to send an envelope:
Create a Template with DocuSign
Your DocuSign template: what you need to know Creating a template in DocuSign can simplify your communications if you will be sending the same document – or even variations of the same document – repeatedly and with a similar workflow. But creating this simplicity tool and keeping the creation process simple are two different things. The information below is designed to smooth your path to a DocuSign template that meets your business needs.
Authorized Posters to Executive Listservs
- Faculty
- Staff
- Student
- Technical Partner
Box: Folder Settings
What you need to know As a folder Owner, you can control how your collaborators view and manage the files in your folder.
- Affiliate
- Faculty
- Staff
- Student
- Business Applications
Microsoft 365: Bookings
DescriptionMicrosoft Bookings is an online and mobile app for teams providing services to customers on an appointment basis.
- Faculty
- Staff
- Email & Collaboration
IT Information Technology Infrastructure Library (ITIL)
- Staff
- Technical Partner
Modern Authentication for Thunderbird
- Faculty
- Staff
- Student
- Technical Partner
Box: External Collaborators
What you need to know For UCSF Box users If you want to use UCSF Box with an external collaborator, invite the person to your shared folder. Type the person's email into the text box where you'd usually invite a UCSF collaborator. This sends an email that invites the person to collaborate on your folder. Next, direct the person over to this same page for instructions on how to set up his or her own Box account.
- Affiliate
- Faculty
- Non-UCSF
- Staff
- Student
- Business Applications
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.
- Affiliate
- Faculty
- Staff
- Student
- Business Applications