DocuSign eSignature Solution
Last Updated: April 11, 2024 2:29:26 PM PDT
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Learn about DocuSign eSignature services for the campus.
About DocuSign
DocuSign is UC San Diego's electronic signature solution, allowing faculty and staff to upload documents and send them to recipients for electronic signature via email.
UCSD Health Employees
Health Sciences has a separate DocuSign instance that supports HIPAA:- See the documentation on Pulse
- Contact them for assistance:
- Phone: (619) 543-4357 or Ext. 3-HELP
- Email: 3help@ucsd.edu
- Submit a ticket at 3HELP.ucsd.edu.
Access
Submit this form to get a campus DocuSign account or connect with the DocuSign team on advanced topics.
Overview
DocuSign roles
- Signers can sign documents, create and save signatures, and track the routing status of workflows in which they are identified as recipients.
- Senders can send envelopes to others or be designated by a sender as a 'manage envelope' role and have the ability to change routing for subsequent recipients for a given envelope.
- Form Masters can create forms (and also have all the access or senders and signers).
Learn more
Training
DocuSign is available in a self-service model with Training and Support from IT Services. We strongly recommend training for any Form Managers, template senders and workflow managers.
If you would like to schedule a training session, send an email to DocuSign@ucsd.edu.
DocuSign Training Videos
- Sending documents
- Create a Template
- Working with Templates
- Sending Envelopes using a Template
- PowerForm Overview
DocuSign Tips
- Drag and Drop Fields Types of Fields
- Add Fields
- Field Properties
- Required vs. Optional Fields
- Read-Only Fields
- Conditional Logic
- Envelope Custom Fields
- Envelopes Start an Envelope
- Sharing Envelopes
- Save as a Template
- Resend Envelopes
- Correct Envelopes
- Envelope Status
- Managing Envelopes
- Templates General Template info
- Creating Templates
- Video-Sharing Templates
- Video Download/Upload Templates
- Other actions
PowerForms which let you use URL to template
- General PowerForm Information
- Creating a PowerForm
- Edit a PowerForm
- Viewing PowerForm data
- Adding Recipients and Recipient Actions Recipient Actions
- Correcting Documents Correcting Documents
- Recipient Authentication Access Code
- Conditional Fields Conditional Fields
- Signing Groups Signing Group info
- Branding Department brand
- Payments Payment Gateway
- Data View and download envelope and field data
- Field Order Set a signing order for the signer
- Conditional Routing Route envelop to different people based on envelope data
- Group Comments Post a comment in a document
- DocuSign Retrieve: A tool that retrieves envelopes, documents, and data
Note: This page has a friendly link that is easy to remember: https://blink.ucsd.edu/go/docusign