DocuSign

Access to Send Documents

Sending Documents for Signature

Adding Contact Information

Access to Send Documents

1. Go to DocuSign Sender Access

• Log in to the DocuSign Demo Environment.

The login will create your DocuSign profile so you can send documents for eSignature via DocuSign.

1. Go to the DocuSign Demo Environment.
2. Enter your @wustl.edu email address and select CONTINUE.
3. If you have never had a DocuSign account with your @wustl.edu email address, a password field will appear. Do not enter a password; select USE COMPANY LOGIN instead.
4. Enter your WUSTL Key Credentials and authenticate with 2FA.
   1. Note: If you are already logged into a WashU application using single sign‐on, then you will automatically skip this step and be taken directly to the WashU DocuSign Home page.
5. Your DocuSign profile is created.
6. Log in to the DocuSign Production Environment.
7. Go to one.wustl.edu and search for “DocuSign.”
8. Select the DocuSign tile on one.wustl.edu.
9. Enter your @wustl.edu email address to log in
10. Complete and submit this request.

Once Sender access is granted, you can go to the DocuSign Demo Environment and test out creating templates, envelopes, and advanced workflows until you feel comfortable with the features and then move to the DocuSign Production Environment.

For resources, such as training and best practices, go to the WashU IT DocuSign webpage. DocuSign Part 11 account customers are required to complete the DocuSign FDA Part 11 eSignature Training in Learn@Work.

Sending Documents for Signature

Go to WUSTL One and go to the DocuSign Production Environment.

1. To get a document signed
   1. Drag and drop the document that you want signed.
   2. Add Recipients Name and Email address. 
      • Select what action they need to complete – “needs to sign”
   3. Click Next so you can designate where to sign.
   4. Select “Keep PDF form data”, “confirm”
   5. Select “signature” icon on the left and drop on form where needs to be signed.
   6. Click “send”
   7. Your Inbox within DocuSign keeps track of what you have sent. You can download from there also.  Includes the certificate of completion. Combine all PDFs into one file.
2. To sign a document
   1. Click start, sign a document.
   2. Drop document or upload document you want to sign.
   3. Click Sign
   4. Check the box that you agree to use electronic records and signatures, continue.
   5. Click on the signature field in the left-hand column.  Drag to where you want your signature.
   6. Click on the date signed field in the left-hand column. Drag to where you want the date. 
   7. Click finish and send a copy to someone else or no thanks.
   8. If you go to Manage, you will be able to download a copy to send to someone else to add their signature or just save a copy. When you download, choose to combine all PDFs into one file.  This gives the DocuSign Certificate of Completion validating your signature.

Adding Contact Information

1. Only people who need to send documents for signature will have an account set up so they may not be in the contact list.
2. Go to your profile in the upper right corner.
3. Click my preferences
4. On left hand side, click contacts. 
5. To the right of the search field, click add contact.
6. Fill in the appropriate information and click save.