DocuSign is a virtual platform for documents and forms that typically need to be signed in person. By creating forms digitally, we reduce our paper usage and increase the ease of access to these forms for faculty, staff, and students alike.
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Getting Started
All DocuSign forms must be created in the demo DocuSign environment - think of this as a sandbox, where you can create forms and test their functionality before going live with them. It is important to make and test forms in the demo environment because every envelope sent in the production/live environment costs $4.86 per envelope (note: IT is billed for this, not individual departments). The demo environment does not charge per envelope sent, because it is the test environment.
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Once your template is moved to production, IT will provide a PowerForm link for you.
Please note when you request a Powerform, specify any options you’d like such as to require Email Validation (good if only people with OTC accounts, like students or employees, will be signing).
Moving Your Template to Production
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Your template is now live and ready to be used! |
Finding Your DocuSign Forms
This information is the same for both Senders and Signers.
Please note there are two important questions to ask when looking for a form you signed:
Were there specified senders or were using a Powerform link that does not specify anything that links the form to your account?
Have all signers completed signing the form?
Has the form been configured to require email validation?
All users will receive a copy of the signed form to their email once the document has been signed by all required parties. Please check your email for the notification with the copy of your signed form. If you don’t see it yet, you may want to confirm with the form sender or your contact for this form that it has been fully signed.
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You may want to save this form to more permanent storage when it is completed. |
If using a Powerform that has been configured to require email validation, you can also find it if you log into DocuSign with the same account that you used to sign into the form, found under the Agreements tab, if you created or logged into a DocuSign account with the same email address you validated.