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    How-To

    DocuSign FAQs

    Is there a maximum file size or a maximum number of recipients for an envelope? The maximum total file size for an envelope is 25MB.  There is no maximum number of recipients for an envelope.   How come I cannot see a document that was sent to me when I log into DocuSign via MyAccess?

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    ServiceNow Account Request

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    How-To

    Set Up a DocuSign Workflow

    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.

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    How-To

    Send Envelopes in DocuSign

    There are two ways to send an envelope:

    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.

    How-To

    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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    UCSF Adobe Acrobat Pro

    How-To

    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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    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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