UCSF IT Technology

Steps to follow To edit your email notifications:

Overview UCSF Box allows you to designate folder(s) in which users can email files directly to Box by sending an attachment to a unique email address. Email attachments will be uploaded as long as they do not collectively exceed 80 MB. The body of the email will not be uploaded. The upload is secure because Box scans every attachment before it is uploaded to Box and quarantines the attachment if malware is discovered. Once the file has been posted to Box, CipherCloud will scan it for UCSF PHI as it wo

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 You cannot share CipherCloud-encrypted files with non-UCSF collaborators. If you need to share restricted data with parties outside UCSF, you can use RAE; onboard your external collaborator as a UCSF affiliate; or use UCSF's Secure Email. Research Analysis Envi

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What you need to know about each action Recipient Action Description Action required for routing to move forward?

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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Overview When someone separates from UCSF, we deactivate the person's Box account within 24 hours and only retain the Box account data for 90 days. Shared content that the separated user own will be no longer accessible to collaborators.

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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.

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Getting started There are two ways to send an envelope:

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.

What you need to know As a folder Owner, you can control how your collaborators view and manage the files in your folder.

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