Access to Docusign

Summary

How to get access to Docusign

Body

Access to Docusign

Description

DocuSign is a cloud-based service that enables users to send, manage, and record electronic signatures on digital documents. It is the eSignature solution for UHCL,

In order to get access to Docusign, please send an email to Docusign@uhcl.edu

We have two environments, Demo and Production. You will be given access to the Demo environment.

We have two Foundational video trainings that everyone should review in order to build docusign forms or templates.  Access to Production system will be provided only after the trainings are completed and a form is created in the demo system.

Logging to Docusign Applications

Click on the below links to access the respective system

Docusign Demo Application

Production Docusign Application

Training Materials

Please review the following videos and create your own forms in the Demo Docusign Environment.

  1. DS 101 Foundation Training covers the following topics
    1. Send with Docusign
    2. Sign with Docusign
    3. Manage Envelopes

  1. Template Creation101 Training covers the following topics
    1. Create a Template
    2. Use a Template
    3. Manage a Template
Training Videos and Slides
No Topics Videos Slide Decks  (Pdf Format)
1 DS  101 Foundation training Link Link
2 DS Template Creation Training Link Link

Advanced Training Videos:

The powerform training session covers

•   What is a Powerform

•   How to create a Powerform

•   How to manage/change the "Sender" for the envelopes created via a Powerform

•   Shared folders to access Powerform envelopes for a particular Sender

•   Powerform email validation (security), and other usage limitation settings

•   Best practices for Recipient roles, and how to make certain Template workflow recipients either Required vs. Optional on the Powerform landing page.

Advanced Trainings
No Topics Video Slide Deck (PDF Format)
1 DS Powerforms Link Link

 

Contact Information

For any questions, please contact docusign@uhcl.edu

 

 

 

 

 

Details

Details

Article ID: 9844
Created
Fri 9/2/22 11:50 AM
Modified
Fri 9/2/22 12:21 PM