Account Setup Guide
Once you have access to your DocuSign account and determined how your business will administer DocuSign, please follow this guide to ensure that you are ready to begin using DocuSign in your unit.
Electronic Records and Signatures DisclosureReview the default electronic records and signatures disclosure to ensure covers your customers. Contact help@uw.edu with questions. |
Records Management PlanEnsure you have a records management plan in place for documents you add to DocuSign. Contact urc@uw.edu with questions. |
Understand how to use DocuSignReview our curated DocuSign training so you feel comfortable administering DocuSign for your unit. We also recommend reviewing DocuSign’s support portal. |
Train Users (Senders)We encourage you to share our curated DocuSign training with your users. Additionally, point users to DocuSign’s extensive support portal. |
Add Group(s)In DocuSign, we recommend setting up groups to make sharing documents and templates easier. |
Add Users (Senders)Add the UW employees on your team who will be sending document on behalf of the University. |
