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DocuSign Community

DocuSign Community including Community of Practice, Drop in Hours and Clinics.

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 process in DocuSign. Give your SPA a name like...

I can't find the Powerform Envelope I signed, where is it?

If you utilized a link to a form that was found either in an email or on a website, then included your information as the first signer, then added the
recipient's information, sent the form off for signing, and now cannot find those forms in your DocuSign account, it's likely you are just in the middle of the natural routing process for signing DocuSign Powerforms.

This is normal behavior for a Powerform link. The Envelope has been routed to the next person for review. The two people who have access to that Envelope at this time are *that* signer...

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)...

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...

How are User accounts moved between Departments?

DocuSign User accounts are placed within their home L4 Department(PDF file)(link is external) DocuSign account.

If the User moves to another UC Department, the former and future Department Administrators must make some changes.

Envelopes and templates/PowerForms...

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 access the DocuSign documents that I signed?

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

How can I transfer Template or Envelope ownership?

Someone has left our team and we still need access to their envelopes and templates

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

What can I do with my DocuSign account when I leave?

Discuss with your Department Account Administrators that you are leaving and what remaining work you own/access in DocuSign.

If you do not know who your Department Account Administrators are, you can look them up on the Active Account sheet.

Ask your Dept Admin to: Transfer ownership of your envelopes, templates and PowerForms to someone else in your Department....