eSignatures

All about using SPA accounts in DocuSign

SPA accounts can have DocuSign accounts! This is a great way to use a single DocuSign account for multiple people to manage a business process. We recommend it. Set up and Configure the SPA email to have access by a select group of Users who require the information that the SPA account will collect. A SPA account with more than 5 users is not recommended for this purpose. If you need, you could create a new SPA just for the purposes of using your workflow in DocuSign. What to name or call...

How do I access the DocuSign documents that I signed?

Log into your UC Berkeley DocuSign account at https://docusign.berkeley.edu/. Navigate to the Manage section using the Manage menu item at the top of the Home page. From the left menu choose Inbox to show a list of the documents you received.

What can I do with my DocuSign account when I leave?

Discuss with your Department Account Administrators that you are leaving and what remaining work you own/access in DocuSign.

If you do not know who your Department Account Administrators are, you can look them up on the Active Account sheet.

Ask your Dept Admin to: Transfer ownership of your envelopes, templates and PowerForms to someone else in your Department....

I need help logging in, or, I can't log into DocuSign

Be sure you are logging into DocuSign with your @berkeley email address.

Check your CalNet directory listing to be sure the primary email has the suffix @berkeley.edu Please do NOT use email addresses such as @law.berkeley.edu, @haas.berkeley.edu or @calperformances.berkeley.edu or any other subdomain.

Check with your Departmental Account Administrator to make sure you have an active account. If you need to look up your Administrator, check the...

How are User accounts moved between Departments?

DocuSign User accounts are placed within their home L4 Department DocuSign account. View all L4 Departments by leaving all fields blank and clicking on "Search" button.

If the User moves to another UC Department, the former and future Department Administrators must make some changes.

Envelopes and templates/PowerForms

The employee changing departments should first consult with the Department Admin in their original department about what Templates or...

What is the Demo Environment?

What is DocuSign Demo?

Demo is a sandbox environment used for testing. A User can build, create, change, modify and alter any kind of workflow in Demo, and can't "break" anything. Like Production, in Demo, when Users test sending an envelope it does send an email to the person specified though, so in that sense it's real and live. Demo also has some features Production does not because DocuSign wants Users to see and experience more functionality to see if it's something they want to purchase.

Production is the live environment that is also the system of record. Accounts are configured at the...

How can I enable notifications of completed Envelopes?

Log into your DocuSign account.

In the top right corner, click the grey circle with your initials.

Scroll down to My Preferences > click Signing and Sending > click Notifications.

All notifications are pre-set to ON CLEAR the check box for any notification that you do NOT want to receive.

Click SAVE.

Your notification preferences are updated and the changes apply to all future envelopes.

How can I make DocuSign Forms Accessible?

It is important that your documents are accessible to those with different abilities. Refer to our page on Training and Accessibility. On this page, scroll down to Accessibility to learn more https://esignatures.berkeley.edu/training-accessibility

How do I get access to DocuSign at Berkeley?

Faculty and Staff may be provisioned a DocuSign account by their Departmental Account Administrator for the express purpose of conducting business on behalf of the University. On occasion, Student workers working in a specific department may be provisioned a DocuSign account but only for the purpose of conducting business on behalf of the University.

Users must find their L4 Department (i.e. VRIST, AACHN, BSHUM) by using their name@berkeley.edu email address and...

Where can I find User or Administrator DocuSign Training?

We have a whole page of resources! Please refer to our Training and Accessibility page on this website for Introductory training, Advanced training and Administrator training. https://esignatures.berkeley.edu/training-accessibility