Technical

What is the Demo Environment?

What is DocuSign Demo?

Demo is a sandbox environment used for testing. A User can build, create, change, modify and alter any kind of workflow in Demo, and can't "break" anything. Like Production, in Demo, when Users test sending an envelope it does send an email to the person specified though, so in that sense it's real and live. Demo also has some features Production does not because DocuSign wants Users to see and experience more functionality to see if it's something they want to purchase.

Production is the live environment that is also the system of record. Accounts are configured at the...

All about using SPA accounts in DocuSign

SPA accounts can have DocuSign accounts! This is a great way to use a single DocuSign account for multiple people to manage a business process. We recommend it. Set up and Configure the SPA email to have access by a select group of Users who require the information that the SPA account will collect. A SPA account with more than 5 users is not recommended for this purpose. If you need, you could create a new SPA just for the purposes of using your workflow in DocuSign. What to name or call...

How do I get a new or existing P4 workflow for DocuSign reviewed and approved?

How do I get a new or existing P4 workflow for DocuSign reviewed and approved?

Please email security-assessments@berkeley.edu to request a review of your proposed workflow. If it's one page or multiple documents, if you will be storing your workflow in DocuSign or mass downloading it, please email security-assessments@berkeley.edu to request a review of your proposed process. Attach your documents and request that an advisor consult with you on this work. You can also work...

Lived Name GRLN

FAQ for Signers & Users What is the Gender Recognition and Lived Name (GRLN) policy, Often referred to as Lived Name?

Please see the GRLN website for a holistic overview of the Gender Recognition and Lived Name Policy

How does DocuSign know my name?

Accounts in DocuSign “pull in” data from CalNet that are tied to your email address to reflect that name from [LDAP] the...

How Can I Share a PowerForm or Change the Owner of a PowerForm?

The best approach is to create a PowerForm as a Template in your personal DocuSign account, then, change the Sender of the PowerForm to another User or SPA account (the role PowerForm manager should not be required for the SPA account to send (or host) the PowerForm link, once created).

In this scenario, you would remain the Owner of the PowerForm. Here is technical information from DocuSign about PowerForms.
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How do I move my Template from Demo to Production?

Open DocuSign Demo, on the home page, click Templates.

Select the template you want to move and from the dropdown menu on the right, choose Download.

Download the Template to a place you can retrieve it easily (e.g. your desktop) and DO NOT OPEN THE TEMPLATE file.

Open DocuSign Production, click Templates, click the yellow box New, and from the pulldown menu choose Upload.

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How can I enable notifications of completed Envelopes?

Log into your DocuSign account.

In the top right corner, click the grey circle with your initials.

Scroll down to My Preferences > click Signing and Sending > click Notifications.

All notifications are pre-set to ON CLEAR the check box for any notification that you do NOT want to receive.

Click SAVE.

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

Where do I find my Envelope ID?

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