Docu Sign training for Senders Docu Sign Training

Docu. Sign training for Senders

Docu. Sign Training 01 Docu. Sign for Signers 02 03 04 Docu. Sign for Senders Included in the presentation is how to create and work with templates. Form Master Administrative Duties (yet unnamed) 2

Benefits of Docu. Sign

Guiding Principles Contracts Form Ownership Single Sign-on CRUZID@ucsc. edu Electronic Record and Signature Disclosure Access the Guiding Principles: Acceptable Uses and Guiding Principles

Docu. Sign Terminology Envelope Initiator Locate Template Recipient 5

Docu. Sign Terminology Recipient Actions Options Signing Order Template 6

Sending Docu. Sign Envelopes 7

Phishing Scams 8

Sending Docu. Sign Envelopes 1. Start an envelope 2. Add your documents 3. Add recipients 4. Add messages 5. The Advanced Options feature 6. Add fields 7. Preview and send 9

Sending Documents with Docu. Sign Step 1: Send an envelope 1. From your Docu. Sign Account, click NEW, then click Send an Envelope. 10

Sending Documents with Docu. Sign Step 2: Upload your document Click UPLOAD A FILE to upload a document from your computer, or click GET FROM CLOUD to upload a document from an online location. Locate the document you want to upload and click Open. 11

Sending Documents with Docu. Sign Step 3: Add the recipient In the RECIPIENTS field, enter the recipient's name and email address. Click the drop-down NEEDS TO SIGN option to identify the action you want the recipient to take. 12

Sending Documents with Docu. Sign Step 4: Add the email subject and message 1. Docu. Sign automatically adds an email subject when you upload a document. You can edit this subject and add a message to the recipient by filling in the MESSAGE fields. Click NEXT. 13 13

Sending Documents with Docu. Sign Recipient’s Name Step 5: Add signing fields The Fields Palette and your document will appear. The recipient name is displayed in the Recipients List. To assign a signature or other field for the recipient, click and drag a field from the Fields Palette and place it on the document. You can click on the pages to the right to change the page displayed. To add fields, drag each item from your Fields Palette into the document. In this example, we’re adding a signature request. 14 14

Sending Documents with Docu. Sign Step 6: Preview and send your document When you have finished adding documents, recipients, messages, and signing fields, you are ready to preview your work or send your envelope. You can preview your work by selecting Recipient Preview. 15

Working with Templates 16

Working with Templates Step 1: From the Templates page, click NEW and select Create Template. 17

Working with Templates The prepare view appears where you can add files, recipient roles, and messaging. Step 2 : Enter a name and description for your template. 18

Working with Templates Step 3: Add recipient roles When you have finished adding documents, recipients, messages, and signing fields, you are ready to preview your work and send your envelope. Role is an open text field. NEEDS TO SIGN allows you to add recipients and the actions you’re looking for them to take. 19

Working with Templates STEP 4: Complete all information related to each individual you’re adding as a recipient. Add as many recipients as you need, and the actions you’re asking them to complete. 20

Working with Templates Step 5: To finish your template, click SAVE AND CLOSE. Your template is saved and ready to use. 21

Using a Template 22

Using a Template Step 1: Navigate to the Templates page. Select the template you want to use. A new envelope will open with your template settings loaded. 23

Using a Template Step 2: Enter your Message to All Recipients subject and text. If your template includes a message subject and text, that information is added to your envelope. You can use the template message as is, or you can modify the message. To review the recipient fields, click NEXT. To send your envelope click SEND. 24

Adding a Template to an Envelope 25

Add a Template to an Envelope Step 1: From the Home or Manage page, start a new envelope from NEW > SEND AN ENVELOPE. Or from the Prepare view, under Add Documents to the Envelope, click USE A TEMPLATE. 26

Adding a Template to an Envelope In the Select Templates dialog, browse or search through the template collections at left and select one or more templates to use. Once done, click ADD SELECTED. The documents, recipients, messages, and recipient fields are added to your document. 27

Edit Templates 28

To Edit a Template Step 1: Navigate to the Templates page. Step 2: Locate the template you wish to edit by searching, filtering, or simply scanning the Template list. Step 3: Click the template actions menu and select Edit. If you do not see the Edit option, check with your Docu. Sign administrator regarding your user permissions for templates. 29

To Cancel Changes While Editing a Template 1. At any point while editing your template, click ACTIONS and select DISCARD CHANGES. 2. Click Discard to confirm your action. Your changes will be discarded and the template is restored to its original state. 30

The Manage Page 31

Docu. Sign Support 1. Visit the Docu. Sign Support Center at https: //support. docusign. com. You can open a ticket with Docu. Sign directly. 2. Open a ticket with ITS (website). 3. Third option listed here. Andrea or Stephanie: Just need the website or how to open an ITS ticket and the third option for users to use. 32

End of Training 33