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Information about how to use this interface.

DocuSign Overview

Electronic signing provides a quick, easy, and secure method for signing and submitting internal sponsored project forms without the need to appear in person. This guide provides information on how DocuSign is used to access, review, and sign.

DocuSign uses the term "envelope" to refer to documents within the application.

ACCOUNT SETUP:

  • DocuSign Login: https://account.docusign.com/
  • A DocuSign account is not necessary to review or sign an envelope. However, it may be useful for storing and tracking documents that you have signed. IT will create DocuSign accounts upon request.


GETTING STARTED

Before beginning this process, there are a few things to keep in mind:

  • Signers are responsible for reviewing the envelope and acting on it in a timely manner.

ACCESSING THE DOCUSIGN ENVELOPE

As a Signer, you will receive an email notifying you of an envelope that needs your review and approval. This email is sent from DocuSign.

Click on the Review Documents link in the email to start the review and signature process. Once you click the link, the DocuSign user interface will open in a web browser.

To access the envelope, click on the Continue button. If a checkbox is displayed, click on it to access the Continue button.


THE ENVELOPE

ENVELOPE LAYOUT

There are several controls available when looking at the envelope.


Zoom In - Zoom in to the envelope.
Zoom Out - Zoom out of the envelope.
Download - Create and download a PDF copy of the envelope in its current state.
Print - Print a copy of the envelope in its current state.
Help - A link to FAQs, tutorials, and other helpful DocuSign tools. Contact IT for assistance with specifics regarding the envelope.
Next Page - Use this button to jump to the next page of the envelope.
Thumbnails - Click on this icon to view thumbnails of all pages in the envelope. Click on any thumbnail to navigate directly to that page. Thumbnails with a yellow arrow represent pages that require the action of the current signer. Once these actions are complete, the arrow turns green.

Click the Sign or Initial tab to place a signature or initial in the document. You will be asked to adopt a signature.

After adding information to a page, you can click Next Page to go to the next page.

Once all of the required actions have been completed, you can review the document and Finish.

This will complete the process for you. The next person in line will now have to sign.


OTHER ACTIONS

The following options are available to you throughout the review process. Click on the Other Actions button to access them.

  • Finish Later - Use this option to save your progress. You may return to your review by clicking on the Review Documents link in the initial email requesting you to sign the envelope.
  • Assign to Someone Else - Use this option If you received the request to sign in error or wish to have someone else sign for you, you can use this option. Enter the name and email address of the person who should receive the envelope for approval. The name and email address of the new Signer is required.
  • Decline to Sign - Use this option only if the envelope is highly erroneous or should not be submitted to the sponsor. This option voids the envelope. The PI will have to submit a new envelope.
  • Help & Support - A link to FAQs, tutorials, and other helpful DocuSign tools. Contact IT for assistance with the DocuSign Envelopes.
  • About DocuSign - An overview of DocuSign as a company
  • View History - Use this option to see all actions that have taken place in the life of the envelope.
  • View Certificate - This option opens a PDF version of the certificate of completion, which includes information about the envelope events.
  • Session Information - A summary of the current session

SIGNING THE ENVELOPE

This portion of the guide will show you how to sign or initial documents within the envelope.

When you click on a Sign or Initial tab, you will be asked to adopt a signature and initials. Each signature has its own id code that links the signature to the email address of the signer.


ADOPTING A SIGNATURE

    To adopt a signature:
  • Verify that your name and initials are correct.
  • Select a style from the right to use for signatures and initials. This style is used for all signatures and initials in the document.
  • Finally, click Adopt your Signature to save the save the information.



DRAWING A SIGNATURE

Depending on your browser, you may be able to draw your signature using various tools. After clicking Draw the signature styles are replaced with blocks for adding a signature and initials. This option is best with a touch pad or similar drawing device.

  • In the Draw your signature and Draw your Initials blocks draw your signature/initials using your finger or stylus (for a touch-screen) or mouse.
  • If you make a mistake, click Try Again to reset the block.
  • Click Adopt my Signature to save your name, initial, and signature style and return to the document.
  • You can return to the pre-set signature styles by clicking Select a Signature Style.

COMPLETING THE SIGNING PROCESS

When you have completed signing and initialing all of the required fields in the envelope, a Finish button will appear in the blue bar at the top of the page.

Take this time to review the envelope one last time and click the Finish button when you have completed your review. Once the button is pressed, the envelope will be forwarded to the next reviewer. You are again given the option of downloading a PDF copy of the documents or printing a copy of the documents.

  • A copy of the document will be sent to your email address when completed by all signers.