Account Set up and Administration

Department Administrator Support

Accounts and Group Management Who is a Department Admin and what do they do? DocuSign Department Account Administrators (Department Admins) will be responsible for provisioning their Department’s users and permission profiles (roles), provide DocuSign training, and offer ongoing support to all their Departmental users. This is an active role. The DocuSign Department Account Administrator is NOT an executive role, it is a task-based administrative role that executes the work of account management. Executive management of DocuSign happens at the Organizational level in bIT...

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DocuSign MOU and Training, Instructions for Access

DocuSign MOU and Required Training Instruction for Access How do I get a DocuSign account for my Department? For a Department to gain access to a DocuSign account, a completed Memorandum of Understanding (MOU), signed by all Account Administrators and the Data Proprietor, is required. Depending on how long you take to complete the training, we recommend budgeting approximately 1 - 2 weeks from the time the MOU is initiated until your DocuSign Production accounts are active and ready to use. ...

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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...

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Apply Branding to Groups, or Multiple Brands to a SPA account

Branding, Groups and How to add Branding to Groups, or use Multiple Brands within a SPA account

Branding: Refer to Branding information here to build and use a Brand in your account. The Admin role is required to create Brands.

Groups: How to create and manage Groups. The Admin role...

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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...

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How do Account Administrators add a User?

The Account Administrator should ask the New User to log into DocuSign, in Production, using their @berkeley.edu address at this link: DocuSign: https://docusign.berkeley.edu/. At this point, CalNet will authenticate the user's Primary email as seen in UCPath.

Administrators and all Users should only send and receive envelopes to Primary email addresses while using DocuSign, so that User accounts are correctly identified as an @berkeley.edu address.

If the Account administrator is sure the New...

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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...

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What is a Departmental Data Proprietor and what do they do?

A Data Proprietor is a person in your L4 Department who also has a DocuSign User account. They could be an Administrator but they don't have to be. Their role is to advise anyone using your DocuSign departmental account about HOW to collect, store, and save or purge data. They advise on aspects of collecting any data but especially P3 and P4 data(link is external). They advise on...

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Who is a Departmental Administrator (Admin) and what do they do?

DocuSign Department Account Administrators (Department Admins) will be responsible for provisioning their Department’s users and permission profiles (roles), provide DocuSign training, and offer ongoing support to all their Departmental users. This is an active role. The DocuSign Department Account Administrator is NOT an executive role, it is a task-based administrative role that executes the work of account management. Executive management of DocuSign happens at the Organizational level in bIT Productivity and Collaboration DocuSign Department Account Administrators (Department Admins)...