UCSF IT Technology

To edit your email notifications:

When you need to sign a document for the first time, DocuSign will lead you through the process of adopting a signature. You can also access the same signature-adopting interface at any time to edit your signature and initials. You have three options for adopting a signature and initials. All options are equally secure.

• Affiliate
• Faculty
• Staff
• Student
• Business Applications

Follow the instructions below if you want to decline to sign a document that was sent to you via DocuSign.

• Affiliate
• Faculty
• Staff
• Student
• Business Applications

When I am sending an envelope, how do I make sure that my recipient(s) can edit the document if they need to do so?

• Affiliate
• Faculty
• Staff
• Student
• Business Applications

There are two ways to send an envelope:

DocuSign allows users to grant the ability to view their DocuSign folders (inbox, sent folder, deleted and any others) to other users.

• Affiliate
• Faculty
• Staff
• Student
• Business Applications

Recipient Action Description Action required for routing to move forward?

Click on the Request for Signature email link to view the document. Click on Review Document.  Click checkbox if you don’t want to see the pop-up in the future.  Review the document. Click on the yellow Sign Here tab to sign.

• Affiliate
• Faculty
• Staff
• Business Applications

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.