Frequently Asked Questions

As a new user, you can begin with our Introductory Training.

As a new Department Account Administrator, you can begin with our QuickStart Guide.

DocuSign has provided a great deal of documentation some of which is in our Drive folder. Our Drive folder includes recorded training sessions you can listen to.

DocuSign also has robust documentation on its website https://DocuSign.com. Choose Support from the menu bar, then Support Center, and search on any topic or go directly to the DocuSign Support Center from which you can access all topics or start with Learning the Basics of DocuSign.

There are also DocuSign Learning Paths, one for end users and one for Account Administrators. These provide foundational training in easy to digest small chunks.

Each campus L4 department or Regional Service team that uses DocuSign may have a DocuSign account. Individual users will not have their own account and will be provisioned via their Department's account.

When your Department is ready to get started, follow the instructions on DocuSign MOU Instructions and Access. Remember that individual users can only use DocuSign via their department or Region's account. .

1.Log in to your DocuSign eSignature account and go toMy Preferences>Signing and Sending>Delegation
2.SelectAdd Delegationand complete the following:
a.Select a user from the list of users on your account.
b.Select a start date. Delegation activates at midnight on the start date, based on your account's timezone.
c.(Optional) Select an end date.
3.Review the delegate status information:
•Active. The delegation is ineffect.The start date has passed and if there is an end date, it is in the future.
•Scheduled. The start date for the delegate is in the future; delegation is not yet ineffect.

For more information see page 574 in the User Guide, Delegated Signing section.

When you change Departments or leave UC Berkeley your DocuSign account must be closed. Follow these steps:

1. Download any envelopes you want to keep access to.
2. Inform your Department Account Administrators that you are leaving and ask them to:
   1. Transfer ownership of your envelopes, templates and PowerForms to someone else in your Department.
      1. How to transfer ownership
         1. If you are moving to another Department and want to take your envelopes and templates with you, ask your Department Account Administrators to send a request to esignatures-support@berkeley.edu requesting that the DocuSign team uses the “Custody Transfer” feature to transfer Envelopes & Templates to the new department. 
            1. Note that the user must re-create their Powerforms in the new account though PowerForm data can be downloaded from the old account
   2. Close your account
3. If you do not know who your Department Account Administrators are, you can look them up on this spreadsheet.

Please do NOT use your UC Berkeley email for personal DocuSign activities. Use your UC Berkeley email only for UC Berkeley DocuSign activities. Besides being a best practice, using your UC Berkeley email address for personal DocuSign activities or accounts can create problems with your UC Berkeley DocuSign activities and accounts.

If a user has multiple accounts with the same email address, and an envelope is sent, it will go to the default account. This is not something that the sender can control or set in the envelope or account.

The account holder can select any one of the accounts as their default account. When they set a default account, they will always start in that account when logging in and that is the account that receives the envelopes.

Instructions to set default account and to switch accounts:  https://support.docusign.com/en/guides/ndse-user-guide-switch-accounts

The Envelope ID is located in several places depending on your role in the transaction. Please see this DocuSign support article for specifics.

Have your DocuSign Department Account Administrator give you the correct permissions.
If you are not sure who your Department Account Administrator is, look them up in this spreadsheet

See https://support.docusign.com/en/guides/ndse-admin-guide-transfer-envelopes-templates

Log into DocuSign, go to Manage and look in your Inbox. If the envelope has been completed by all the other recipients you will find it there.

You can also adjust your email notifications settings in My Preferences, accessed when you click on your name in the upper right corner of any DocuSign page.

Refer to DocuSign: Security Recommendations in our Knowledge Base. These recommendations are for both Department Account Administrators and End Users.

When you set the recipient delivery method you can choose fax.

If the envelope was generated from a PowerForm (versus a Template), the sender or the Department Account Administrator, can go to Manage, select the PowerForm, choose Download and DocuSign will generate a csv file with all the data.

Caution: If a PowerForm Sender's account is closed (e.g because they leave your Department) the PowerForm will no longer work.

If you need to change the Sender, see  Change a DocuSign PowerForm's Sender for instructions.

Detailed information.

1. In Demo, choose Templates, select the template you want to move and from the pulldown menu choose Download. Download the template to a place from which you can retrieve it (e.g. your desktop) but DO NOT OPEN the template.
2. In Production, choose Templatets, New and from the pulldown menu choose Upload. The template will be uploaded and ready to use.

1. Go to Settings

2. Choose Users

3. Choose Add User

4. Follow the prompts

OR

See Account Administrator Support

1. In DocuSign eSignature Admin, click Users.
2. Locate the user whose permission profile you want to edit.
3. In the ACTION drop down for the selected user, select Edit.
4. Choose the Permission Profile from the drop down menu and Save.

DocuSign stores your envelopes indefinitely. It is therefore prudent to implement a retention policy that complies with your department's/unit's regulatory requirements, policies and IT security guidelines.

Your UCB DocuSign Department Account Administer must submit a request to esignatures-support@berkeley.edu requesting to turn eNotary on for the department.

There are important California regulations and guidelines to comply with.

Refer to DocuSign eNotary Guidelines KB article for details.

Yes. After uploading the first document or template, use the dialogue box to choose the additional documents/templates.

Be sure you are logging in with your @berkeley email address that is in the CalNet directory. That is the email address associated with Berkeley DocuSign accounts. If you are still having trouble, submit a ticket, preferably with screengrabs, to esignatures-support@berkeley.edu.

All technical integrations must follow two basic steps:

1. Submit a ticket to the Information Security Office (ISO), security@berkeley.edu, to request their review of the integration.
   1. ISO will determine if they need to conduct a review or not.
2. Submit a ticket to esignatures-support@berkeley.edu, including the following information: Account Name, description of planned integration. Security ticket number
   
   1. The DocuSign team will provide support and guidelines.
   2. If you want to use DocuSign Connect, the DocuSign team must set it up.

Go to the DocuSign support site, https://support.docusign.com/en/contactSupport, and Open a Support Case.

You can add standard fields and custom fields by dragging and dropping from the Fields menu onto your document or template. You can also format the fields for that specific document or template.

For detailed instructions see https://support.docusign.com/en/guides/ndse-user-guide-add-fields

DocuSign provides email notifications to senders and recipients for many different scenarios. By default, all of the notifications are turned on. 

To manage notifications

1. Go to My Preferences > Signing and Sending > Notifications.

2. Clear the check box for any notification that you do not want to receive.
3. Click SAVE.

   Your notification preferences are updated and the changes apply to all future envelopes.

For more information go to https://support.docusign.com/en/articles/How-do-I-manage-my-email-notifications

1. Log into your UC Berkeley DocuSign account at https://docusign.berkeley.edu/.
2. Navigate to the Manage section using the Manage menu item at the top of the Home page.
3. From the left menu choose Inbox to show a list of the documents you received.

It is important that your documents are accessible to those with disabilities. To begin, ensure that your original form is accessible before you import it into DocuSign for signature workflow.

How to make your form (PDF) accessible

How to check your form (PDF) for accessibility