This works if the envelopes come from a PowerForm link or URL (versus a Template).
The sender or the Department Account Administrator should navigate to Manage, select the PowerForm, select Download and DocuSign will generate a csv file with all the raw data. This can be exported to an Excel Spreadsheet. Here is Detailed information on how to do this. Note that this is a snapshot of data at a specific point in time. Dynamic monitoring of downloaded data would have to happen...
Faculty and Staff may be provisioned a DocuSign account by their Departmental Account Administrator for the express purpose of conducting business on behalf of the University. On occasion, Student workers working in a specific department may be provisioned a DocuSign account but only for the purpose of conducting business on behalf of the University.
Users must find their L4 Department (i.e. VRIST, AACHN, BSHUM) by using their name@berkeley.edu email address and...
I have multiple DocuSign accounts. How can I choose which is my default account?
Each DocuSign User at Berkeley can have only one default account, with an @berkeley.edu email addrss. This should be their home L4 Departmental account. Occasionally, a Departmental Administrator may provision a user an account in another department for a specific purposes (pulling reports) for a set period of time.
The User can select any one of their accounts as a default account for the Admin to set as the Default. When a default account is set, the User will always start in that account when logging in, and may switch after...
Ask your DocuSign Department Account Administrator give you a new permission profile (role) in DocuSign. Look up your Departmental Account Administrators for your corresponding L4 on the Active Account sheet.
If you need to find what L4 Department you're in, search your name or email address in CalGroups. Then, look up your Department Account Administrator on the...
Log into DocuSign and navigate to Manage and look in your Inbox.
If the envelope has been completed by all the other recipients you will find it there. Search envelopes by name and status Completed. If you are not receiving email notifications, Notification Settings for emails can be adjusted in My Preferences.
Log into My Preferences by clicking on your initials in they grey circle located the upper right corner of any DocuSign page.
Click the grey circle then navigate to My Preferences, then on the left hand menu scroll down to Notifications.
Envelopes containing P1, P2 and P3 data can be stored indefinitely in DocuSign. DocuSign is approved for P4 data collection, but envelopes containing P4 data may NOT live in DocuSign for more than 30 days.
A Berkeley Security reviewed plan is required to collect P4 Data and a storage solution (Perceptive Content, Terra Dotta, Ellusian or SharePoint) and must be used to store Envelopes with P4 Data.
Your department should have or implement a retention policy that complies with your department's/unit's regulatory requirements, policies and IT security guidelines.
DocuSign is available to all campus L4 Departments and Regional Service Teams (at the L4 level).
Users access their account through the Department or Region’s account. Users not in the Same L4 should be provisioned access to DocuSign in their own home L4 department, even if functionally, they work with another group or work for another L4.
For Each campus L4 Department or Regional Service team that uses DocuSign, a Department Administrator will configure the departments User permissions and roles. This is an active role, it requires...
