DocuSign

Issue / Question
DocuSign is an easy-to-use digital transaction platform that 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.
  • What is DocuSign?
  • Who can use DocuSign?
  • How do I use DocuSign?
Environment
  • Platform
    • DocuSign
  • Audience Affected
    • Faculty 
    • Staff
Resolution
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 in 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 assigned to a specific account (drawer) can 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.  The login page for DocuSign is account.docusign.com
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.
  • DS Viewer can sign documents, create and save signatures, and track the routing status or workflow in which they are identified as recipients.  They CANNOT send envelopes.
  • DS Sender can send envelopes to others and have the ability to change routing for subsequent recipients for a given envelope.  They can also use templates and PowerForms.  They CANNOT bulk send, create forms, or manage envelopes through the API.
  • DS Admin, in addition to the same access as Senders and Viewers, have access to all eSignature features and can manage all account settings and users for their account, including create forms and add/remove users.
DocuSign Account Request
  1. Go to the DocuSign Departmental Request. If your College or Department has a need for DocuSign
    • Note: The following information is needed to request DocuSign
      • College or Department requesting DocuSign Account
      • Name of Administrator to be assigned to DocuSign account
      • Email of assigned Administrator
      • Contact phone # of the assigned Administrator
Finding Email Addresses for DocuSign Accounts and Documents
When using DocuSign (either to send documents or to add Admins, Senders, or Viewers to a DocuSign account), you MUST use the ISU campus email account.  For those that have them, this is the 4x4 email address.  Newer employees will only have a firstname-lastname email address, and this is their campus email account.
  1. If you use the Argos Web Viewer, you can access the ISU Campus Email Address dashboard to look up the email address(es) available 
  2. If you use the Argos desktop client, you can find the ISU Campus Email Address dashboard under: Production_Reporting > General Campus Wide Reports > ISU Campus Email Address > Run Dashboard
  3. Enter any isu.edu email address that you have and click "Find User"
  4. The CAMPUS_EMAIL column is the ISU campus email address that you want to use for adding users to DocuSign accounts
ISU DocuSign Administrator Training
Additional DocuSign Resources
DocuSign offers additional resources on its website to assist users with their services.
Recordings from DocuSign Onboarding Sessions:

Details

Article ID: 106044
Created
Thu 4/23/20 3:33 PM
Modified
Thu 12/7/23 1:59 PM