Getting Started with DocuSign

docusign logo at San Francisco State University

DocuSign is SFSU’s electronic signature solution available to active students, faculty, and staff to complete University business related documents electronically. It enhances campus operations and boosts productivity by providing a faster method for obtaining required signatures. It is a more sustainable alternative to paper forms, and is more secure, trackable, and legally binding.

DocuSign Access

DocuSign will only work with a @mail.sfsu.edu or @sfsu.edu email address. Logging in to DocuSign for the first time will automatically create your account and automatically assign the appropriate access.

  • Signers can sign documents, create and save signatures, and track the routing status or workflows in which they are identified as recipients. 
  • Viewers can sign documents, use templates, and send documents to others.
  • Senders can create templates (and also have all the access of signers and viewers).

Students will be assigned Signer access, and faculty and staff will be assigned Viewer access. To obtain additional DocuSign access, you must submit a service ticket here.


Usage Standards

In accordance with the Electronic Signatures Practice Directive:

  • DocuSign is to be utilized only for University business purposes, not for personal matters or transactions.
  • DocuSign is approved for use with Level 1 data and Personally Identifiable Information. DocuSign is not approved for use with PCI data (credit card information) or HIPAA data (medical records). Please refer to ITS' Confidential Data Practice Directive for more information about confidential data.
  • Only risk assessed and approved business processes can be used in DocuSign.* Business processes and associated documents are managed by campus process owners; the department that owns a business process is the only entity that may modify or upload the document for use in DocuSign.
  • DocuSign should not be used as the final repository for the purpose of retaining university records. Departments must maintain their records in accordance with the appropriate record retention policy and ITS recommended file storage solutions.

*Memos and departmental forms routed internally (i.e., forms owned by your department and only sent to individuals within your department) are not required to undergo a risk assessment.


Training

Quality Assurance offers customized training to SF State employees. Participants will receive hands-on DocuSign education and learn how to use the tool for SF State transactions. Training topics include general navigation of DocuSign, terminology, how to find and use templates, and how to create and route documents. The customized training guide is available here.

Upcoming Trainings:

Tuesday, November 9 at 10:00 a.m.

Wedesnday, December 10 at 10:00 a.m.