UCSF IT Technology

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

There are two ways to send an envelope:

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.

An email reminder is sent to a Box user and their supervisor to transfer ownership of their files before they separate from UCSF to prevent the loss of access to shared content immediately upon the user’s separation. NOTE: If the person leaving is still a part of UCSF, he or she can transfer folder ownership by following these instructions.

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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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• Student
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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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• Faculty
• Staff
• Student
• Business Applications

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.

• Affiliate
• Faculty
• Staff
• Student
• 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.