DocuSign

DocuSign is an easy-to-use digital transaction platform, which allows users to send, sign, and manage legally binding documents securely in the cloud.  All faculty and staff will be able to use DocuSign for university business.  Students will not be allowed to have a DocuSign account.

 

DocuSign Access

Colleges and Departments will be given a DocuSign sub-account within the ISU Organization Account. To understand, think of the ISU Organization Account as a filing cabinet.  Your College or Department will be given an account or a drawer to the filing cabinet.  Each account must have an administrator from that area who will take the training, set up the account, assign users, roles, and groups, and provide training to their areas. Only those people who are assigned to a specific account (drawer) will be able to manage the documents in that account. Those outside the drawer will be able to fill out and sign documents shared with them by a college or department.  

 

Roles in DocuSign:

Each role requires different access to DocuSign.  Once your administrator has been assigned to your account, they will create and assign roles to individuals.

  • Signers can sign documents, create and save signatures, and track the routing status or workflow in which they are identified as recipients.
  • Senders can send envelopes to others and have the ability to change routing for subsequent recipients for a given envelope. 
  • Admins can create forms and also have the same access as senders and signers.

 

DocuSign Account Request

If your College or Departments has a need for DocuSign, please fill out the form located here. You will need the following information:

  • College or Department Requesting DocuSign Account:  
  • Name of Administrator to be Assigned to DocuSign Account: 
  • Email of Assigned Administrator:  
  • Contact Phone # of Assigned Administrator:  

 

ISU DocuSign Administrator Training

DocuSign 101  (runs 58.25 minutes)

DocuSign Admin Part I (runs 1:20:48)

DocuSign Admin Part II (runs 1:28:29)

DocuSign Template Creation (runs 2:00:25)

DocuSign PowerForm Session (runs 1:31:42)

DocuSign Admin Part III (runs 1:10:13)

DocuSign Advanced Template 201 (runs 1:52:46)

 

Additional DocuSign Resources

DocuSign offers additional resources on their website to assist users with their services.

DocuSign Support Center:  Features helpful materials on common questions, as well as links to their DocuSign University and Community pages.

DocuSign Support Videos:  Features short instructional videos on many of DocuSign's features. 

Switching Accounts in DocuSign: Features instructions on how to switch from one account to another in the DocuSign system.

  

Details

Article ID: 106044
Created
Thu 4/23/20 3:33 PM
Modified
Mon 2/8/21 12:16 PM