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  • How-To
How-To

Track DocuSign Routing

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
How-To

Respond as a DocuSign Recipient

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

  • Affiliate
  • Faculty
  • Staff
  • Student
  • Business Applications
How-To

Set Up a DocuSign Workflow

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.

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  • Faculty
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  • Student
  • Business Applications
How-To

DDPE Frequently Asked Questions (FAQs)

  What is encryption? Encryption is a process in which data is “scrambled” using an encryption key. This makes the data unreadable and inaccessible to unauthorized users. How is DDPE or DEE different from current encryption solutions?

How-To

Options for Sharing Sensitive Data with Non-UCSF Collaborators

 You cannot share CipherCloud-encrypted files with non-UCSF collaborators. If you need to share restricted data with parties outside UCSF, you can use RAE; onboard your external collaborator as a UCSF affiliate; or use UCSF's Secure Email.

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  • Faculty
  • Staff
  • Business Applications
How-To

CipherCloud .ccsecure Files

CipherCloud is constantly scanning Box and OneDrive for UCSF PHI in the background. When it discovers UCSF PHI in a file, it encrypts the file and replaces it with a file of the same name and a .ccsecure extension. Once a file has been encrypted, it cannot be searched or previewed. Only the CipherCloud agent can access its contents. Learn more on the Cipher Cloud

  • Affiliate
  • Faculty
  • Staff
  • Student
  • Business Applications