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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
- Affiliate
- Faculty
- Staff
- Student
- Business Applications
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
Box: Automated Deprovisioning of Separated Users
UCSF Box Deprovisioning Process We send an email reminder to Box users and their supervisor to transfer ownership of their files before they separate from UCSF. When someone separates from UCSF, we deactivate the person's Box account within 24 hours and only retain the Box account for 90 days.
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- Faculty
- Staff
- Student
- Business Applications
Box: Folder Creation
Steps to follow Follow the instructions below to set up a new folder in Box.
- Affiliate
- Faculty
- Staff
- Student
- Business Applications
Box: Invite Collaborators
Overview Only a folder’s owner, co-owner, or editor can invite collaborators. Learn more about the different permission levels.
- Affiliate
- Faculty
- Non-UCSF
- Staff
- Student
- Business Applications
Comments and Tasks in Box
Overview One of the features of Box is the user's ability to add comments or tasks to a file. Adding comments To add a comment to a file:
- Affiliate
- Faculty
- Non-UCSF
- Staff
- Student
- Business Applications
File Lock
Overview With the exception of Box Notes, Box cannot save simultaneous changes. When two people are editing the same file simultaneously, one version will be saved as the more recent version, and the one edited by the other user will be saved as filename-(user’s email address).
- Affiliate
- Faculty
- Non-UCSF
- Staff
- Student
- Business Applications
Box: Create Shared Links
Overview Shared links allow users who don’t have Box accounts to have read-only access, but not the ability to make changes to your files. Shared links are also an easy way to direct collaborators to Box files. Collaborators will retain their ability to make changes to your files. If you want your external collaborator to have the ability to edit your files, the person will need his or her own free Box account. Creating a shared link To create a shared link:
- Affiliate
- Faculty
- Non-UCSF
- Staff
- Student
- Business Applications
Box: Access Stats
Description If you want to find out which, if any, collaborators have been previewing or downloading your file:
- Affiliate
- Faculty
- Staff
- Student
- Business Applications
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