Training

Using DocuSign for automatic workflow requires re-visioning your process, planning it out, and most importantly, building and testing your DocuSign Template.  

• Review and revise your current paper-based business process to optimize it for the new electronic signature process. If you want help with this, email us at esignatures-support@berkeley.edu to request to meet with us. We don't recharge, and we're happy to help get you started! 
• Be certain that DocuSign is being used because the business process clearly needs a legally binding or contractually required signature. If you don't require a legally binding signature, use Google Forms, or Adobe PDFs. 
• Double check that you are requesting the minimum number of signatures actually needed. Sometimes, instead of signing, viewing (receiving a copy or cc) is all that’s needed when previously you used to collect signatures in a paper-based process.
• Confirm you really need to collect only the data you require – is there less sensitive information you can use/collect instead? Or even less information?
• If you must collect P3 or P4 data, you MUST have a compliant storage solution for that data per University Security policy. Email your form to security-assessments@berkeley.edu to ask what classification of data your form collects. 
• Is your form user-friendly?  Keep it simple and logical. 
• Are you using the Berkeley/department/unit’s brand appropriately?
• You must first create and test your forms and workflow in the Demo environment prior to moving to the live, Production environment.

Technical Support from DocuSign

Any API configuration from another system to DocuSign (an "Inbound Integration") or any API configuration from DocuSign TO another system (an "Outbound Integration") must be approved by the ISO, and, the eSignatures team must have a copy of this approval. APIs cannot be configured by Users or Departments with out our help. You will need to email esignatures-support@berkeley.edu for assistance, we're always happy to work with you, and we do not recharge for this support.

• The DocuSign developer site
• List of available SDKs
• The main REST operation to call to retrieve a document from a completed envelope
• Information on Set up and configuration for authentication to the API