DocuSign is an e-signature and workflow solution. It allows you to send, sign, and manage documents electronically. Easily access and store your documents in a secure, online location in the cloud. Manage workflows and improve turnaround time on processes.
To use DocuSign, visit My Pitt (my.pitt.edu), click the DocuSign Digital Signature Service link on the right-hand side of the page, and then sign in with your University username and password.
Benefits of DocuSign
- Reduce paper clutter
- Streamline processes
- Improve turnaround time
- Store documents securely and digitally
Templates help streamline the sending process when you frequently send the same or similar documents. Templates allow you to create a standard document, with set recipient roles, signing tags, and information fields. Templates can also contain the signing instructions for the document and any signature attachments.
When there are some differences in the information needed for a document, a sender can still use a template to provide some recipient and tag information, while still allowing the sender to make additions and changes to the document before sending.
- Creating a Template
- Editing a Template
- Using Templates
- Sharing an Existing Template
- Downloading and Uploading Templates
- Template Last Modified and Used Information
- Intelligent Document Recognition
- Automatic Template Matching
DocuSign tags are used to indicate locations on a document where the recipient needs to take an action and to provide information for the recipient. Some tags are automatically filled with recipient information.
When you add tags you can set options for the tag. Click the Properties icon () adjacent to the tag to open the Properties dialog box for the tag. The Properties dialog box is divided into several sections, which depend on the type of tag.
The different DocuSign tags are listed below. Click here for a complete listing of tag descriptions and the properties associated with each tag.
|Approve||Email Address||Optional Initial|
|Check Box||First Name||Optional Signature|
|Data Field||Full Name||Signature|
|Date Signed||Initial||Signer Attachment|
DocuSign offers a complete suite of mobile solutions for Enterprise. For more details visit this page.
How to Videos
- Correcting an Envelope - Learn how to correct the documents, recipients, tags, and settings in an envelope.
- Docusign Tour - Take a tour to learn what DocuSign can do for you and your organization.
- Intelligent Doc Recogition - IDR reviews the text and information in a document to automatically match a saved template.
- Managing Envelopes - Learn how to manage your DocuSign envelopes.
- Powerforms - PowerForms let you generate on-demand, self-service documents for signature.
- Reporting - Learn more about the newly enhanced reporting functionality.
- Sending - Learn how to send a DocuSign envelope.
- Templates - Learn how to leverage DocuSign templates to streamline your business processes.
- Using Dashboards - Learn how to use DocuSign's dashboard reporting feature to stay informed about all of your DocuSign activities.
What is Docusign?
DocuSign is an e-signature and workflow solution. It allows you to electronically send documents for signature and manage the documents you send, allowing for multiple people to sign. It also enables you to access and store all your documents instantly and securely. DocuSign lets you manage your business functions digitally with the easiest, fastest, most secure way to send, sign, manage, and store documents in the cloud.
Who can use Docusign?
Any faculty or staff member with a valid University Computing Account may use the service for business-related purposes.
What documents are supported?
You can use DocuSign to sign virtually any type of document: .doc, .docx, .pdf, .xls, .xlsx, .txt, and more. DocuSign works with your documents, and is integrated into many of the tools and business systems you already use, including Microsoft Office 365 (including Microsoft Outlook, Word, and SharePoint), Box.com, and Microsoft OneDrive.
How much does it cost to use DocuSign?
DocuSign is provided as an enterprise service, there is no cost to the individual or department.
Do people who sign documents need DocuSign account?
No, only those who send documents for signature require a DocuSign account. University of Pittsburgh faculty and staff members may request a DocuSign account by contacting the Technology Help Desk at 412-624-HELP (4357) or submitting a request online at technology.pitt.edu.
Can I change the default notifications that I am getting from DocuSign?
The default notification for envelope status produces a lot of email. It is possible to reduce, or even eliminate, these notifications. To change the default notifications, you will need to go to the Preferences screen, under the Manage Email Notifications tab and change your notifications to meet your specific needs.
Can I send a document to someone outside of the University?
Yes. But keep in mind that DocuSign at Pitt is to be used for business purposes only.
How do I prevent documents from being returned incomplete?
The best way to prevent a document from being returned incomplete is to make all of the fields required where you are expecting input from a signer or signers. The envelope will not be able to move forward until all required fields are completed by each signer.
Can I send the same document to many individuals at once?
If you need to send a single document to many individuals, you can use the Add Bulk Recipient button on the Send screen. It's similar to a Word mail-merge. You will be prompted to upload a CSV file containing the data to merge into the document. It is best to prepare such documents in advance and upload them as Templates from the Manage screen, because you need to place the tags and name them with the same names as the headers in your CSV file. Full details on bulk sending is available in the Bulk Send for one or more users.
Where do I find my DocuSign account number?
First log into your DocuSign account. Your account number is located in the upper right corner of the DocuSign Console.
Which Web browsers does DocuSign support?
Please visit DocuSign System Requirements for up-to-date supported browser information.
How do I manage my DocuSign identity? (Change my picture, signature, and personal information)
For information on how to update your Digital ID, please visit Managing My Digital ID.
How secure are documents that are stored in DocuSign?
DocuSign offers bank-grade security and operations. Learn more about DocuSign document security.
Where are my documents stored?
As long as your DocuSign account is active, the envelopes in your account will be stored in DocuSign indefinitely.
*Important Note: It is recommended that you download and save your documents to your department’s preferred repository.
Once envelopes are moved to the deleted folder, they are purged at midnight the same day and cannot be recovered.
How do I download and save a completed document?
DocuSign aggregates all of your uploaded files into a PDF for a secure signing experience. You add files in any of our many supported file formats, such as Word documents, spreadsheets, or images, and DocuSign brings them all together into a single, tamper-sealed PDF. You can view the document image directly in the application, or you can download the PDF file for viewing, sharing, and storing.
When you download a document from DocuSign, it presents the current state of your document. Only completed documents show the signing information. All of the completed signing fields are included on the PDF. For incomplete documents, the PDF includes only the files that you added to the document; none of the signing fields are visible on the PDF.
To download your document, click the Download icon at the top of the view and select Separate PDFs or Combined PDF, depending on which format you want. Separate PDFs gives you a zip file containing all of the files in the DocuSign document as individual PDFs. The selected file is downloaded to your local Downloads folder.
Where do I go if I have questions about DocuSign?
When logged into DocuSign, click on the Need Help or Quick Tips links to access online support and training materials. You can also contact the Technology Help Desk at 412-624-HELP (4357) for assistance.
Is there a maximum file size or a maximum number of recipients for an envelope?
The maximum total file size for an envelope is 25 MB. There is no maximum number of recipients for an envelope.
How do I modify my profile?
To change your signature, email notification preferences and other settings, see Basic Account Preferences.
What is an electronic signature?
An electronic signature, or eSignature, as defined by the Federal ESIGN Act, is an "electronic sound, symbol or process, attached to or logically associated with a contract or other record and executed or adopted by a person with the intent to sign the record" (ESIGN). All 50 states have laws that define electronic signatures in substantially the same way.
What are electronic signatures used for?
Electronic signatures are used for many kinds of documents and transactions, for both personal and business use. Some examples include contracts and agreements, loans and leases, forms and orders, and many more. DocuSign offers services customized to the needs of the customer, from individuals to enterprises.
How are electronic signatures better than handwritten signatures?
Paper processing, printing, filing, mailing, and fax.
Paper free processing.
Delivery of mail may take up to several weeks.
Mobile, anywhere, anytime access.
Tampering – Backdating, alterations, or forgery.
Encryption and audit trail ensures documents are tamper-evident.
Are electronic signatures legal?
Yes, electronic signatures are legally binding in the United States. There are two Acts that establish this legality of electronic signatures – the U.S. Electronic Signatures in Global and National Commerce Act (ESIGN, 2000 ) and the Uniform Electronic Transactions Act (UETA, 1999). Both ESIGN and UETA establish that electronic records and signatures carry the same weight and legal effect as traditional paper documents and handwritten signatures stating: a document or signature cannot be denied legal effect or enforceability solely because it is in electronic form. Learn more about how DocuSign warrants both federal ESIGN and UETA Act compliance.
Security and Technical Requirements
Using DocuSign has been approved by the University of Pittsburgh's IT Security and Policy team. Best practices include double-checking the names and email addresses of recipients, not forwarding DocuSign notifications that request your signature, and not downloading signed forms from DocuSign unless the laptop or desktop is encrypted. Documents sent via DocuSign are encrypted both in transit and at rest.
DocuSign is 100 percent legally-binding and provides full document encryption, a tamper-proof audit trail, redundant and geo-dispersed data centers, and is fully compliant with the ESIGN Act. You can learn more about DocuSign’s security here.
Getting Started with DocuSign
How can I begin to use DocuSign?
To use DocuSign, visit My Pitt (my.pitt.edu), click My Resources, select DocuSign, and click the DocuSign link on the right-hand side of the page.
What mobile devices can be used?
DocuSign can be used from an iPad, iPhone, Android, or Windows 8 device if you have the DocuSign app installed. At this time, signing documents is the only DocuSign feature available for mobile devices. Other functionality such as sending or managing documents is not available. Please see Mobile Downloads for DocuSign.
Is there a video I can watch for an overview of DocuSign?
To understand how DocuSign works, please see How DocuSign Works.
Sending a Document in DocuSign
How do I send a new document?
To learn how to upload and send a document, see How do I send a DocuSign document.
How do I allow DocuSign to send documents stored in Dropbox or Google Drive Office 365, Box, and Microsoft OneDrive?
See: Give DocuSign Access to Your Cloud Storage.
How do I create a template?
Creating templates in DocuSign can be done through the Manage tab and then clicking the arrow on the Create button to select a template.
A template allows you to create a standard document where recipient roles, signing information, and commonly used fields can be set.
Templates are helpful if you frequently send the same or similar documents.
See DocuSign Quick Guide for Templates or watch video about creating Templates.
What is a tag?
DocuSign tags are used to indicate locations on a document where the recipient needs to take an action and to provide information for the recipient. Some examples include: Signature, Date Signed, Radio Button, and Check Box. More information can be found: https://support.docusign.com/guides/cdseuser-guide-docusign-tags-docusign-tags
How do we make a template ADA Compliant?
Instructions can be found here: using-the-accessibility-support-feature.
Can a template owner be changed?
Yes. Users can send a request through the Help Desk and ask for the eSignature administrator to change ownership of a template. This is especially beneficial when someone leaves the University or goes on extended leave. Note: make certain to state the Template Name, original template owner, and who should be the new owner when completing the Help Request.
How do I add who needs to sign?
See: Sending Documents and How to add recipients.
What do I do if I have problems uploading a document to DocuSign?
“Fillable form” and “Active XFA Form” PDF files, will not upload properly for use with DocuSign. To work around this difficulty, fill out the form in Adobe Acrobat and print it to a PDF file (can be chosen from the Print menu in Acrobat). Then, upload the “printed” file, which will work with no problems.
PDF files larger than 5 MB are generally not safe for use with DocuSign. In Adobe Acrobat Pro, you can use Save As to save the file as a Reduced Size PDF or as an Optimized PDF, both of which will allow you to reduce the file size.
How do I know where a document goes after I finished signing it?
You can view the routing status and order of a document by logging into the DocuSign through MyPitt. From the Homescreen, click on the Manage tab at the top of the screen. This will take you to your DocuSign mailbox. Make sure that inbox is selected. Then select (single-click) the envelope that you want to know about.
Signing a Document in DocuSign
How do I sign a document?
When someone sends you a document for your electronic signature, you first receive an email from DocuSign sent on behalf of the sender.
For instructions on how to sign the document see How Do I Sign a DocuSign Document.
Note: The first time you sign a DocuSign document the process is slightly different from your subsequent signatures.
If you're signing for the first time, click on the "(NEW)" links for the correct instructions.
For instructions for subsequent signings, choose the links labeled "(PREVIOUS)".
How do I know who signed?
Use Dashboards in DocuSign to check the status of signatures and envelopes.
For more information on how to use your dashboard to check statuses or run reports, please watch the video about Using Dashboards.
Managing Documents in DocuSign
How do I view my document?
The Manage tab allows you to view your envelopes and documents.
Under the Envelopes section you can view envelopes that are in your "Inbox," "Sent," "Draft," and "Deleted" folders.
Also, under the Search Folders section you can view documents that are "Waiting my Signature," "Expiring Soon," "Out for Signature," and "Completed."
Just click the Document button to display the document.
How to check document status?
Use the Manage tab in DocuSign to check document status.
Also, you can check the status by using the Search Envelopes feature, which is located in the upper right-hand corner.
To learn more about the document statuses, see What do the different document statuses mean.
How do I download or print a document?
You can view documents directly in DocuSign or you can download the PDF file for viewing, sharing, and printing.
From the Manage section in DocuSign, locate the document that you want to download or print.
Then click the document to view it.
To download your document: click the Download icon and select options of Combined Document or Archive of all Documents.
To print your document: click the Print icon.
(Note: When you download or print a PDF from DocuSign, it presents the current state of your document. Only completed documents show the signing information.)
Combined Document: Click this option to open a PDF file version of your documents. You can view and save the PDF from the window.
Archive of all Documents: Click this option to save all of your documents as a zip file. Follow the download instructions for your browser.
What reports are available?
DocuSign's reporting provides an easy way for users and account administrators to see information about their account.
Reports can be found in the Reports section in DocuSign.
To learn more about the available reports, see DocuSign's reports .
The Federal Electronic Signatures in Global and National Commerce Act
On June 30, 2000, Congress enacted the Electronic Signatures in Global and National Commerce Act (E-SIGN) (15 U.S.C. §§ 7001-7006 (2000)). The goal of E-SIGN is to ensure the validity and legal effect of electronic contracts and signatures used in transactions that are in or affecting interstate or foreign commerce.
Legal Validity of Electronic Signatures
Under E-SIGN, for any transaction in or affecting interstate or foreign commerce, related contracts cannot be denied legal effect, validity or enforceability solely because:
- The signature, contract or other record relating to the transaction is in electronic form.
- An electronic signature or record was used in the contract's formation.
(15 U.S.C. § 7001(a) (2000).)
E-SIGN Definition of Electronic Signature
Under E-SIGN, an electronic signature can be an electronic sound, symbol or process that is both:
- Attached to or logically associated with a contract or record.
- Executed or adopted with the intent to sign the record.
(15 U.S.C. § 7006(5) (2000).)
A party's intent to sign an agreement using an electronic signature is crucial in determining whether there is a valid signature and enforceable contract under E-SIGN.
The E-SIGN does not apply to transactions that are subject to:
- Laws governing wills, codicils or testamentary trusts.
- Laws governing adoption, divorce or other family law matters.
- All articles of the UCC, as adopted by any state, except Section 1-107, Section 1-206 and Articles 2 and 2A.
(15 U.S.C. § 7003(a) (2000).)
- Court orders or notices, or official court documents that must be executed in connection with court proceedings (15 U.S.C. § 7003(b)(1) (2000)).
- A notice of:
- cancellation or termination of a utility service;
- default, acceleration, repossession, foreclosure or eviction under a credit agreement secured by an individual's primary residence;
- default, acceleration, repossession, foreclosure or eviction under a rental agreement for an individual's primary residence;
- cancellation or termination of either health or life insurance or benefits; or
- a product's recall or material failure that risks endangering health or safety.
(15 U.S.C. § 7003(b)(2) (2000).)
- Any document that must accompany the transportation or handling of hazardous materials, pesticides or other dangerous materials (15 U.S.C. § 7003(b)(3) (2000)).
- Office of General Counsel should be consulted when e-signature is being used with parties outside the US and UK.
Use of e-signatures for any type of informed consent or other clinical research work should be cleared by the Human Research Protection Office (HRPO) and Research Compliance.