Two ways to access the sending screen:
- From the DocuSign home page, select ‘Start a New Envelope.’
- Select ‘Send’ from the menu bar at the top of the screen.
Creating a template is useful if you will be sending the same document - or even variations of the same document - repeatedly and with a similar workflow.
Map out your business process.
Address the following parts of the process:
Document
To prepare to send a document, first document your current business process, noting roles, signature and data entry, and workflow. Then, in order to transition to DocuSign, consider the following questions:
1. Is this a one-time workflow or is this a process that is repeated often?
When you need to sign a document for the first time, DocuSign will lead you through the process of adopting a signature. You can also access the same signature-adopting interface at any time to edit your signature and initials.
You have three options for adopting a signature and initials. All options are equally secure.
Our mission
Identify a stable, scalable Learning Management System that supports faculty and student success.
ASUEmail Exchange Service is moving to the Cloud. Beginning in the Spring of 2016, through the end of the calendar year, ASU will be moving all faculty, staff and student worker Exchange mailboxes from the Exchange servers on campus (On-Prem) to Microsoft Office 365 Exchange (O365) services in the cloud.
DocuSign Overview
- Video: How DocuSign Works (there is no need to sign up for a free trial)
How to Navigate Your Account
Signing
Sending
DocuSign allows a user to grant other users the ability to view their DocuSign folders (inbox, sent folder, deleted, and any others).
To enable another user to see your folders, complete this DocuSign request form.
Note that if you grant someone else access to your folder, you are giving that person access to view EVERYTHING in your DocuSign folders.
Managing your email notification settings will allow you to reduce the number of emails you receive from DocuSign and allows you to only focus on the important ones. By default, every setting is checked.
DocuSign Support Link to Manage your Email Notifications.