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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
Technology Requirements for Students
This page specifies campus wide technology requirements for students who are new to UCSF or purchasing a new computer.Students should also review the Technology Introduction for Students which provides an overview of technology at UCSF.
- Student
- Education 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.