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Moving from "Classic" to "New" DocuSign

Beginning on January 16, 2018, UCSF users will be given the option to toggle between the current "Classic" DocuSign interface and the new DocuSign interface. 

Instructions for switching to the new interface and reverting back to the "Classic" interface before January 30.

 

On January 30, 2018, all users will be migrated to the new DocuSign experience. 

 

Recording of webinar on transitioning to new DocuSign interface.   

This is more than a cosmetic change. For example, there is now an undo button in the tagging screen, a way to designate supplemental documents that require reading but no signature, and the ability to drag-and-drop when uploading a file. 

 

Important: If you cannot find an envelope or template in a DocuSign folder, adjust your filters. In the New DocuSign, the default is to only display items from the past 6 months.

Differences in the Home Screen and Navigating through DocuSign

Differences in Sending an Envelope

Differences in Managing Envelopes

Differences in Sharing Content 

Differences in Template Usage (coming soon)

Terminology Differences