This content is intended to help answer specific UW configurations and use cases. DocuSign has extensive help documentation and customer forums that you may use for guidance on DocuSign’s capabilities.
Electronic signatures provided by DocuSign are legally accepted by regulatory and governmental bodies.
At this time DocuSign is offered at no cost to the organizations.
No, the eSignatures service may not be used for documents that contain HIPAA-protected information. However, the eSignatures service may be used for documents that request HIPAA authorization for research purposes and must adhere to the Human Subjects Division’s guidance on this topic.
Delegated Administrators have the ability to create templates, and to create PowerForms using these templates. It’s important to understand the distinction between these two related features and how they can be used in your team’s workflow. For additional information, check out DocuSign’s article here:
Templates: DocuSign templates allow for:
- Creating a document with saved settings for the signing roles, fillable fields, and attachments,
- Sending new envelopes with existing saved settings, and
- Saving and reusing the settings of an existing envelope.
Use cases for templates:
- Forms sent frequently, with minimal changes,
- Sharing the responsibility of sending out particular forms, and
- Allowing other team members to send envelopes with particular settings.
PowerForms: A PowerForm is generated from an existing template, and allows for:
- Creating self-service documents initiated from a unique, secure URL that can be made available to the signers to complete and sign.
Use cases for PowerForms:
- Allowing signers to initiate the form rather than someone from your department needing to reach out for a signature.
By default, the signer who initiates a PowerForm won’t get a link to download the envelope when it has been completed by all parties.
- There is an optional “Require email validation” setting (under “Options”) which will require the initiator to confirm their email address, and will provide a link to the envelope upon completion.
- You can find more information about this process here.
If you have viewed or signed a document through DocuSign at UW in the past , you have a user profile automatically created for that purpose in the “UW Signers” account. This profile doesn’t have any advanced privileges. Make sure that you are logged in the correct profile by switching to the correct account and setting up your correct default profile.