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    How-To

    Create a Template with DocuSign

    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.

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    Data Network Recharge: Business Process

    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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    Tracking Envelopes in DocuSign

    When you receive a document to be signed, the email notification shows only the name of the original 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 second in the routing order. To view the full routing status, you must log into DocuSign after you have finished signing. When you are done signing, a "You have completed your documents" window will appear. Click Login.

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    CipherCloud Agent

    Latest versions of CipherCloud agent: Windows v6.0.140 Mac v6.0.128 Supported operating systems: Windows 10 MacOS 10.13 or newer Launch the CipherCloud agent and click on the CipherCloud menu and select About CipherCloud.

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    Managing and Storing Documents in Docusign

    How will I know when there is a document that I need to sign?

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