Getting Started with DocuSign

STEP 1. Sign in to Your UCSC DocuSign Account

• All staff, faculty, and students have the ability to sign documents through DocuSign using UCSC CruzID and Gold password credentials. Sign in to DocuSign
• DocuSign works with your UCSC (CruzID) email address. It will not work with Google email aliases. If you have another email address such as @ucolick.org, @soe.ucsc.edu, or @scipp.ucsc.edu, please note they will not work with DocuSign for sending or receiving documents.
• Enter your CruzID account and Gold Password once the Docusign Login Webpage has been prompted.

STEP 2. Determining Your Role

Please click on the corresponding role for further instructions.

• Signers
• Senders
• Form Manager 

STEP 3. For Signers

• Before you sign a document: When someone sends you a DocuSign document for your electronic signature, hover your mouse over the sender's email and check the email address. All DocuSign notifications will come from dse_na2@docusign.net. When you have confirmed that this is the email address, you can proceed with signing the document.
• Detailed Signing Process
  • Sign a document electronically from a link sent to you through email.

• Signatures
  • Sign a Document with a Wet Signature 
  • How to Sign a Document with a Digital Advanced or Qualified eSignture  

• Signing Guideline:
  • Any employee authorized to sign an agreement on behalf of the University and signs via DocuSign must sign the agreement using their CruzID @ucsc email address and have their signature authenticated into the system.
  • If in the course of your work at UCSC, you are asked by someone, inside or outside the university, to sign a contract or legal document, you should contact the Office of General Counsel to determine if you have appropriate authority.
  • An employee signer is prohibited from delegating signing authority via DocuSign to those who are not otherwise authorized delegated signatories.

STEP 4. For Senders

• Sending an Envelope
  • How to Send an Envelope

• Sending an Envelope Using a Template
  • Applying template

• Other 
  
  • How to Manage Envelopes
  • How to send an Envelope Using Bulk Send
  • How to Sign your Own Document
  • How to Use the Drawing Field
  • How to Send a Joint Agreement
  • Send Using the Print Driver
  • How to Authenticate and Verify Recipient Identity
• Guidelines
  • When creating routing through DocuSign, it is the responsibility of the employee sending the document to verify that all proposed signers for documents have appropriate designated signatory authority.
  • Uploading completed campus PDFs is possible. Some PDF formats, like the post-travel expense, may require exporting the completed PDF to a TIFF file.
  • An employee sending a document outside of the University for signature must have procedures in place to verify the identity of an external party who is the intended recipient and signatory. Options to verify identity include access codes or two-factor authentication such as SMS and phone calls.

STEP 5. For Form Managers

• To obtain a form manager role, email help@ucsc.edu with the subject line "DocuSign: Form Manager Role Request," and someone will get back to you. We will provide you with training materials and ask that you build your first form in our demo environment, which you can import directly into the live environment. To work in the demo, no request needs to be made. Simply log in with your UCSC credentials, and you will automatically have upgraded permissions. 

DocuSign Accessibility

For information on the current state of DocuSign's conformance with accessibility standards, read the Docusign Voluntary Product Accessibility Template (VPAT) for signers and senders.

DocuSign’s ability to provide an accessible document to signers is dependent on senders. It is the responsibility of senders to follow accessibility guidelines with DocuSign.

DocuSign makes the signing experience accessible to users by supporting:

• Screen reader usage which allows visually impaired users to follow the necessary guidelines to sign a document.
• High contrast mode in all operating systems which allows colorblind users to have a better experience while signing a document.
• Keyboard-only usage to ensure that any action can be executed using only this device.

Manage Notifications

Learn how to manage notifications.