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Create a Template with DocuSign
Your DocuSign template: what you need to know 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.
Box: Folder Settings
What you need to know As a folder Owner, you can control how your collaborators view and manage the files in your folder.
- Affiliate
- Faculty
- Staff
- Student
- Business Applications
IT Information Technology Infrastructure Library (ITIL)
- Staff
- Technical Partner
How to Correctly Sign Into Zoom Desktop App
- Technical Partner
Box: External Collaborators
What you need to know For UCSF Box users If you want to use UCSF Box with an external collaborator, invite the person to your shared folder. Type the person's email into the text box where you'd usually invite a UCSF collaborator. This sends an email that invites the person to collaborate on your folder. Next, direct the person over to this same page for instructions on how to set up his or her own Box account.
- Affiliate
- Faculty
- Non-UCSF
- Staff
- Student
- Business Applications
Track DocuSign Routing
Follow these steps 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.
- Affiliate
- Faculty
- Staff
- Student
- Business Applications
Tracking Envelopes in DocuSign
What you need to know 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
Respond as a DocuSign Recipient
What you need to know 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
- Affiliate
- Faculty
- Staff
- Student
- Business Applications
Box: Automated Deprovisioning of Separated Users
UCSF Box Deprovisioning Process We send an email reminder to Box users and their supervisor to transfer ownership of their files before they separate from UCSF. When someone separates from UCSF, we deactivate the person's Box account within 24 hours and only retain the Box account for 90 days.
- Affiliate
- Faculty
- Staff
- Student
- Business Applications
Get Tips for Using DocuSign
What you need to know 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.