UCSF IT Technology

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

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• Faculty
• Staff
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• 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?

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• 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.

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• Faculty
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• Student
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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.

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• 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.

Creating a template in DocuSign can simplify your communications if you will be sending the same document – or even variations of the same document – repeatedly and with a similar workflow. But creating this simplicity tool and keeping the creation process simple are two different things. The information below is designed to smooth your path to a DocuSign template that meets your business needs.

UCSF IT implemented an electronic system in October 2009 that automates the campus data network recharge. This Data Recharge System calculates and applies the appropriate recharge amount based on the monthly payroll earn file from UCPath. The Data Network Recharge is consistent with UCSF’s Strategic Plan to urge:Optimal deployment of information technologyDevelopment of new funding mechanismsAnd to ensure:

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• Faculty
• Staff
• Student
• Business Applications