DocuSign

DocuSign 

DocuSign eSignature is an electronic signature service, which allows users to quickly and securely send and view documents. 

Any employee can request access to DocuSign.  

All employees will be provided with ‘Signer Access’ and they can request ‘Sender Access’. 

For Basic ‘Signer’ only Access, users simply needs to sign into DocuSign using their employee email to activate their account. After doing so they will be able to sign documents at will. 

For ‘Sender/Envelope’ Access, users are required to submit a ticket, sign into DocuSign to activate their account, review the required training links, and specify what groups (FA/HR) that they want access to. 

Requesting Sender Access 

Before you request DocuSign Sender/Envelope Access, you must sign in to DocuSign and review the required training material. These steps need to be completed before submitting the request:

  1.  Sign into DocuSign using your employee email address to activate your account.

  2.  Review Training Links:

    DocuSign Login   
    Signing - Overview 
    Get to know DocuSign eSignature  
     
    For sending documents, you will need special sender access.  To get sender access, please confirm in writing that you have completed the training below.  
     
    These videos talk about using the application, templates, reports, and preferences to give you an idea of how to use the system and an overview of sending documents (as opposed to just signing documents).  

    Introduction to Templates  
    Template Basics  
    Create Templates

  3. After reviewing the training material, submit a ticket requesting Sender/Envelope Access.   

  4. ITS will get approval from your Director for DocuSign access.

  5. ITS will inform you that your request for DocuSign access has been approved.  

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