Quality Assurance | docusign.sfsu.edu| qateam@sfsu.
edu | Phone: (415) 405-7316
DocuSign Fundamentals Training Guide
DocuSign @ San Francisco State (http://docusign.sfsu.edu/)
DocuSign Terminology
Envelope
Envelope is a DocuSign transaction that is comprised of the documents you send for
signature, and the recipient and other information that you associate with it.
Initiator
Initiator is the individual who initiates and sets up the DocuSign transaction.
Recipient
Recipient is an individual who will receive and/or sign the document.
Template
Template is a commonly used document that is ready to send out using DocuSign.
Navigating your DocuSign Homepage
Locate Envelope
Action Required: envelopes awaiting your action, which you need to either sign or view
Waiting for Others: envelopes sent by you that are waiting for others to act on, either to sign
or to view
Expiring Soon: in process envelopes that are due to expire within six days
Completed: envelopes with the status Completed, either sent or received
Finding and Using a Template
From your DocuSign homepage, select NEW and Use a Template. Then click on the Shared Folders to
expand the folders that are available to you. The folders are sorted by alphabetically by department.
Once you have found the form you are looking form, click on ADD SELECTED to add the template to your
envelope.
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Quality Assurance | docusign.sfsu.edu| [email protected] | Phone: (415) 405-7316
Recipient Action Options
Needs to Sign: recipient must complete the required fields assigned to them, such as
signature, initial, and date.
Receives a Copy: recipient receives a copy, with no further action required.
Needs to View: recipient must open and view the document.
Adding or Removing Recipients
To add or remove recipients to the routing, click on ADVANCED EDIT.
To remove a recipient, hover to the right of the recipient and click on the X that appears.
To add a recipient, click on ADD RECIPIENT, enter the name and email of the individual. Move
the new recipient to where they belong on the routing. Click on NEXT to add a field for the
new recipient.
Live Demo: How to send and sign a document
1. Start an envelope
On the DocuSign home page, click on the New button and select Send an Envelope
2. Add documents
Upload the Training Memo
3. Add recipients
Enter the Recipients who will complete, sign, or receive a copy the document
Specify what action(s) each recipient will need to take
4. Add messages
Enter the email subject and message details to each recipient
5. Add fields
Add and assign fields for each recipient to gather the desired information and electronic
signatures
6. Preview and send
Review the field setup
Click Send to send the envelope to the recipients
7. Sign the document
Open the DocuSign email and review the message
Click Review Document to begin the signing process
Review and verify the document content
Click the Sign tag to enter the signature
Select Finish
8. Access the completed document
Once the transaction is completed, all recipients will receive an email notification, along
with the completed document.
Recipients may also access the completed document and the associated Certificate of
Completion in DocuSign.
i. On the DocuSign home page, click Completed
ii. Select the subject title of the completed transaction to view the completed
documents, attachment(s), and the Certificate of Completion
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Quality Assurance | docusign.sfsu.edu| [email protected] | Phone: (415) 405-7316
Hands-on Exercise: DocuSign Acknowledgment and Certificate
Step Example
1. To access the DocuSign
acknowledgement letter, open the
DocuSign email and select REVIEW
DOCUMENTS.
2. Enter your San Francisco State ID
number and password to log in.
Select START to begin reviewing and
filling out the document.
3. Once you have finished reviewing the
document, click on Sign to add your
signature.
4. Click FINISH at the top right to
complete your review of the
document.
5. When the transaction is completed,
you will receive a DocuSign email
notification. You may access the signed
document in your DocuSign account by
selecting VIEW COMPLETED
DOCUMENT.
If you have any further questions or concerns, please contact the Quality Assurance team at
[email protected].
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