UCSF IT Technology

The UCSF secure email solution is designed to help faculty, learners and staff comply with the federal HIPAA regulations that went into effect April 21, 2005.HIPAA regulations stipulate that electronic communications containing Protected Health Information (PHI) must be transmitted in a manner that protects the confidentiality of patient information. When you send, receive or store any electronic document containing UCSF confidential or patient information, you are responsible for ensuring that the information is processed securely.

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• Email & Collaboration

Mailing lists can be sent using UCSF managed services or through a select number of popular third-party vendors.New listserv and Distribution List request: Go to help.ucsf.edu >> Accounts, Access & Email >> Electronic Mailing List Request.Do not use a mailing list when sending "protected data." including PHI, PII, FERPA. Use them when you need to:

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• Email & Collaboration

Is there a maximum file size or a maximum number of recipients for an envelope? The maximum total file size for an envelope is 25MB.  There is no maximum number of recipients for an envelope.   How come I cannot see a document that was sent to me when I log into DocuSign via MyAccess?

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• Faculty
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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. 

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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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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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