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.

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.

To access the demo DocuSign environment, navigate to the following link:

https://appdemo.docusign.com/

Use your OTC email address to log in, including the @otc.edu portion. This will create your OTC account on the demo environment, and bring you to the home page. The tabs at the top of the page that will interest you are:

• Home - This is the homepage for the demo DocuSign website.

• Manage - This page allows you to see the status of any envelopes you may have sent or received.

  • Envelopes are the virtual packages that your documents are sent in. When you send a student a form to sign, for example, you are sending them an envelope.

• Templates - This page shows you any forms you have created on DocuSign, which are called Templates.

Creating a New Template

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