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...
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.
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...
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...
Envelopes containing P1, P2 and P3 data can be stored indefinitely in DocuSign. DocuSign is approved for P4 data collection, but envelopes containing P4 data may NOT live in DocuSign for more than 30 days.
A Berkeley Security reviewed plan is required to collect P4 Data and a storage solution (Perceptive Content, Terra Dotta, Ellusian or SharePoint) and must be used to store Envelopes with P4 Data.
Your department should have or implement a retention policy that complies with your department's/unit's regulatory requirements, policies and IT security guidelines.
Ask your DocuSign Department Account Administrator give you a new permission profile (role) in DocuSign. Look up your Departmental Account Administrators for your corresponding L4 on the Active Account sheet.
If you need to find what L4 Department you're in, search your name or email address in CalGroups. Then, look up your Department Account Administrator on the...
Log into DocuSign and navigate to Manage and look in your Inbox.
If the envelope has been completed by all the other recipients you will find it there. Search envelopes by name and status Completed. If you are not receiving email notifications, Notification Settings for emails can be adjusted in My Preferences.
Log into My Preferences by clicking on your initials in they grey circle located the upper right corner of any DocuSign page.
Click the grey circle then navigate to My Preferences, then on the left hand menu scroll down to Notifications.
I have multiple DocuSign accounts. How can I choose which is my default account?
Each DocuSign User at Berkeley can have only one default account, with an @berkeley.edu email addrss. This should be their home L4 Departmental account. Occasionally, a Departmental Administrator may provision a user an account in another department for a specific purposes (pulling reports) for a set period of time.
The User can select any one of their accounts as a default account for the Admin to set as the Default. When a default account is set, the User will always start in that account when logging in, and may switch after...
