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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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    Digital Accessibility in Procurement

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    Box: Automated Deprovisioning of Separated Users

    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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    Concord Fax (formerly RightFax) Frequently Asked Questions

    Concord Fax is a digital solution for sending information via inbound and outbound electronic faxing. This application can be used to send information electronically in a manner that is secure, since Concord Fax is HIPAA-compliant. The following are a list of Frequently Asked Questions about Concord Fax. This page will be updated as more questions about Concord Fax are received.

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    UCSF Adobe Acrobat Pro

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    Track DocuSign Routing

    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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    Respond as a DocuSign Recipient

    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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    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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    Get Tips for Using DocuSign

    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.

    How-To

    Box: CipherCloud Files on iOS

    To access your .ccsecure files in iOS, you will need to have both the Box Mobile App and the CipherCloud Mobile App installed on your phone. Follow the instructions below to open a CipherCloud file with your mobile device.

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