Overview
If you would like to start using your department forms in DocuSign, you will first submit your form for risk assessment review by filling out a service ticket. The Electronic Signatures Risk Assessment process, conducted by Quality Assurance, determines whether it is appropriate to use electronic signatures for a particular business process and for the form to be approved for use in DocuSign.
When you are notified that your form is approved for DocuSign use, you may begin sending your form to collect required information and signatures in DocuSign. See send a document guide for instructions. If you are interested in creating a template or a Powerform for your form, please refer to our Getting Started Checklist below to ensure that you have everything ready that you need before creating your template.
Getting Started Checklist
Check your DocuSign Access
All SF State employees are provisioned with viewer access by default. You will need to request for Sender access to create and share DocuSign template. Please submit a service ticket to confirm your access or request additional access.
| Action | Viewer Access | Sender Access |
|---|---|---|
| Create DocuSign transactions to collect signatures | Yes | Yes |
| Use DocuSign templates and Powerforms | Yes | Yes |
| Create and share DocuSign templates | No | Yes |
| Create and share Shared Folders | No | Yes |
Form Readiness
Consider these questions when assessing if your form is ready for template creation:
- Do you want to make any updates to the form?
- If so, we recommend that your department revises the form before creating the DocuSign template.
- Refer to the document preparation guide to check accessibility status of your document. Contact access@sfsu.edu for any accessibility questions.
Determine key stakeholders and routing
To create an effective DocuSign template, we recommend that you and your department review the current process to determine if there is any redundancy and ways to streamline the process
- Who currently initiate this process?
- Which departments or who currently take part in processing this form?
- What is the routing order for the current process?
- Are you planning to utilize the same routing for the digital process in DocuSign?
Submit a DocuSign Consultation and Support request if you would like to learn more about how to leverage DocuSign features for your process.
