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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.
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
IT Information Technology Infrastructure Library (ITIL)
- Staff
- 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.
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- Faculty
- Non-UCSF
- Staff
- Student
- Business Applications
How to Correctly Sign Into Zoom Desktop App
- Technical Partner
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
Upgrading Pulse Secure to Ivanti Secure Access on UCSF-managed Macs
These instructions only apply to Macs at UCSF that are enrolled in UCSF's Jamf Pro to upgrade our installed VPN software from Pulse Secure to Ivanti Secure Access.To begin:Click here to be directed to the Jamf Self Service app on your UCSF-managed Mac.
Respond as a DocuSign Recipient
What you need to know 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 (markup) Tracking
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- Faculty
- Staff
- Student
- Business Applications
Tracking Envelopes in DocuSign
What you need to know When you receive a document to be signed, the email notification shows only 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. To view the full routing status, you must log into DocuSign after you have finished signing. When you are done signing, a "You have completed your documents" window will appear. Click Login.
- Affiliate
- Faculty
- Staff
- Student
- Business Applications