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To get started on DocuSign, we highly recommend that you view the courses below:
Getting Started with Signing Envelopes (ID: E-19WPP1)
After reviewing this course, you will be able to identify the steps in a signing process, to recognize a DocuSign signing email notification, and to sign an Envelope using basic fields such as signature and initial. This course is expected to take 15 minutes.Getting Started with Sending Envelopes (ID: E-VD44P0)
After reviewing this course, you will be able to recognize the stages of a document life cycle, identify the components of the DocuSign web application and identify best practices for getting help and support. This course is expected to take 10 minutes.Sending an Envelope Process (ID: E-VMWWL1)
After reviewing this course, you will be able to recognize the basics steps to sending an envelope including uploading documents, establishing recipients and workflow, adding Recipient messaging and adding standard fields to an envelope. This course is expected to take 10 minutes.Sending an Envelope with a Template (ID: E-VNP2Q0)
After reviewing this course, you will be able to use a template from your template folder, apply a template to an envelope, use multiple templates in one envelope and manage your template matching settings. This course is expected to take 20 minutes.
Who can receive & sign an envelope?
Anyone with a valid email address may receive and sign an envelope. However, if the envelope is sent to an email with the domain @humnet.ucla.edu then they will be required to sign in using their UCLA Logon ID before they can sign the envelope. If the @humnet.ucla.edu email address is not their official UCLA email address as listed on the UCLA directory then they will receive an error when trying to sign in. As a best practice, we advise that you verify the email address listed on the UCLA Directory before sending an envelope to a UCLA faculty or staff member.
For any additional questions please contact the HumTech Service Desk.