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Set Up a DocuSign Workflow
Workflow decisions (read this before sending) 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
Send Envelopes in DocuSign
Getting started There are two ways to send an envelope:
IT Cloud Services Resources
- Technical Partner
Authorized Posters to Executive Listservs
- Faculty
- Staff
- Student
- Technical Partner
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.
Request a REDCap Premium Account
- Faculty
- Staff
Bring Your Own Device (BYOD) to UCSF
Introduction to BYOD at UCSF You can use your own smartphone, tablet, laptop or computer to access UCSF systems, but the device needs to comply with UCSF's security policy. This is to ensure that your device, the UCSF network and UCSF sensitive data all remain safe. Get Technology Help The UCSF IT Service Desk is available 24 hours a day, 7 days a week. Contact us:
- Affiliate
- Faculty
- Non-UCSF
- Staff
- Student
- Technical Partner
- Volunteer
- Security
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
Account Request Form (Campus, SOM, ZSFG/SFGH) - How to Approve requests
- Faculty
- Staff
- Technical Partner
IT Information Technology Infrastructure Library (ITIL)
- Staff
- Technical Partner