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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
Directory Services
- Affiliate
- Faculty
- Non-UCSF
- Staff
- Student
- Volunteer
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.
Operational
REDCap
Description Research Electronic Data Capture (REDCap) is a secure and HIPAA-compliant web-based system for building and managing web-based research projects, such as surveys and databases. The REDCap system provides functionality and features to enable researchers to rapidly develop databases and online surveys. These databases, data entry forms and surveys are intuitive, easy-to-use tools for collecting data, including data validation.
- Affiliate
- Faculty
- Staff
- Student
- Research Services
Zoom: Why can't I see my meetings in the Zoom desktop app?
- Affiliate
- Faculty
- Staff
- Student
- Technical Partner
- Volunteer
Box: CipherCloud Files on iOS
Steps to follow To access your .ccsecure files in iOS, you will need to have both the Box Mobile App and the CipherCloud Mobile App installed on your phone. Follow the instructions below to open a CipherCloud file with your mobile device.
- Affiliate
- Faculty
- Staff
- Student
- Business Applications
Sign with DocuSign
Steps to follow Click on the Request for Signature email link to view the document. Click on Review Document. Click checkbox if you don’t want to see the pop-up in the future. Review the document. Click on the yellow Sign Here tab to sign.
- Affiliate
- Faculty
- Staff
- Business Applications