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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
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
InCommon - How to Request a Certificate
- Staff
FAQs - InCommon SSL Certificate Service
- Staff
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.
- Affiliate
- 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