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ServiceNow Account Request
- Faculty
- Staff
- Technical Partner
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:
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.
UCSF Adobe Acrobat Pro
Box: Automated Deprovisioning of Separated Users
UCSF Box Deprovisioning ProcessAn 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.
- Affiliate
- Faculty
- Staff
- Student
- Business Applications
IT Information Technology Infrastructure Library (ITIL)
- Staff
- Technical Partner
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
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
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