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Christopher Newport University has purchased a University license for DocuSign, allowing you to obtain legal signatures on documents without needing to print and scan them. As a University faculty or staff member, you have access to create documents to be signed via DocuSign. Watch our video or read on for more information about DocuSign:
Signing Documents Sent Through DocuSign
You do not need an account to sign documents through DocuSign; just click the link in the e-mail that you're sent.
DocuSign Accounts
All faculty, staff and students will have DocuSign accounts created when they first sign in to DocuSign via the link in CNU connect. These accounts are able to send basic documents and sign any documents sent to you. You can find instructions on sending basic documents in our help pages.
When signing in to DocuSign, make sure to click Use Company Login. This will ensure that you have access to all of the features available on our University license, and allow ITS to support your use of DocuSign.
If you have a non-University DocuSign account that is tied to a CNU e-mail address, that account will become inaccessible on Wednesday, December 20th. You MUST remove any documents you'd like to keep from that account before that date.
Additional Capabilities
If you send identical forms out regularly, you may be interested in using the Templates and Bulk Send features of DocuSign. Alternatively, if your signers regularly need to initiate a process by filling out and signing a form, you may want to use Web Forms. Both of these are available to all University users, but require training before they're enabled for your account. Read below for our training schedule, or if that doesn't work, you can make an appointment if you'd like to get a head start in using DocuSign.
Training Sessions
ITS will provide three training sessions to get you started on DocuSign. They will be held online via Google Meet, and you will need to SIGN UP HERE in order to attend. The schedule is:
Collecting Signatures with DocuSign – Monday, October 2, 2:00 pm to 3:00 pm
DocuSign provides a way to upload documents and electronically collect signatures. It allows you to get signatures from multiple recipients, create fillable forms, and send the resulting documents to anyone who needs them. This training session covers setting up a document to collect signatures, collecting those signatures, and viewing the results.
Reusing Documents with DocuSign Templates – Tuesday, October 3, 2:00 pm to 3:30 pm
DocuSign allows users to create complex forms to be filled out and signed. These forms take time to create, so the ability to reuse these forms is crucial. DocuSign provides this capability using a tool called Templates. Templates can be used to send the same type of form to multiple recipients at different times. This training session will cover setting up a template, using a template to send envelopes, and sharing templates with others. Note: This session assumes that participants are able to create envelopes as covered in the Collecting Signatures with DocuSign training session.
Self-Service Signatures with DocuSign Web Forms – Thursday, October 4, 2:00 pm to 3:30 pm
Most DocuSign processes are set up to be initiated by the person or department collecting signatures. However, sometimes it may be useful to have the person who needs to sign the form initiate the process. Web Forms are DocuSign's way to do this. This training session will cover setting up a Template to use with a Web Form, creating the Web Form, sending it and transferring it to the Production (Sign) system. Note: This session assumes that participants know the content from the Collecting Signatures with DocuSign and Reusing Documents with DocuSign Templates sessions.
Remember, you must SIGN UP HERE to attend the online training sessions.