Transcript DocuSign - IT Forum

Introduction to
DocuSign
How will you utilize our electronic
signature application?
Jill Cozen-Harel
DocuSign Intro – IT Forum
June 11, 2014
What is DocuSign?
-- DocuSign is a web-based electronic signature and
workflow management application.
--It is becoming the campus solution for signatures and will
significantly speed up processes that require signatures.
-- The current process of printing a form, signing it,
scanning it, and then emailing it takes up too much
administrative time and decreases efficiency.
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How is DocuSign being used so far
at UCSF?
1. Business Processes
–
Subcontract invoice pilot with Controller’s Office & research
departments
–
HR Retired Rehire web form process
–
ITFS exemption forms
–
IT Security – Encryption Variance Request forms
–
IT Procurement for Mission Bay Hospital
2. Signing documents on an individual basis
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Accessing DocuSign
DocuSign is accessible via MyAccess
• Either through the MyAccess landing page or at
www.docusign.net, which will redirect you to
MyAccess to log in
• A new account will be created upon first log in to
DocuSign via MyAccess
• This account will allow you to sign documents and
view tracking statuses of the documents
• To upgrade to a Sender account, submit a
ServiceNow ticket.
• (We are working with DocuSign to develop a
system for all newly-created accounts to
automatically have sending privileges)
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Demo – ITFS exemption form
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How to get started with DocuSign:
1. Document your current business process
2. Learn about DocuSign functionality and begin
process of converting current process into
DocuSign process –
see DocuSign page on it.ucsf.edu
3. Create template for business process and test it
4. Communicate workflow and signing changes to all
senders, signers, and other recipients
5. Go live with new DocuSign process
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Questions?
For more information, email me at
[email protected]
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