DocuSign

1. To Login, click: https://account.docusign.com
2. At the DocuSign Login page, enter your UMB email address
3. Click the yellow “CONTINUE” button
4. You will be directed to the UMB Login to DocuSign page
5. Enter in your UMID and Password
6. Click the “Login” button
7. Complete DUO authentication
8. Once authentication is complete then you will arrive at your DocuSign home page
9. You will only have basic rights to view and sign a document that has been sent to you, via DocuSign, by another authorized DocuSign user. If you would like permission to upload or send documents, you will need to request an enhanced security role. For further instructions, please see the DocuSign Security section.

In today’s business world, you need to be always on, always connected.  Whether in the office or on the go.  DocuSign is the fast and secure way to send, sign, and approve documents at anytime from anywhere.

• From any device, pick a document that needs to be signed.
• Add People who need to sign it.
• Then place the signature tag and indicate any fields like company name, or phone number and click send.
• Your recipient then receives an email asking them to sign.
• If they are a first time DocuSign user, then they will be prompted to select either a pre-drawn signature or choose to draw their own signature on a mobile device.
• Once the requested information is complete and the document is signed, everyone is alerted and the document is stored electronically, for your records, so you can always access it quickly and securely.
• To see the status of your document or to access stored documents, just visit your DocuSign home page or mobile app.

That’s all there is to it.

With DocuSign, you will keep up with the speed of business, keep your transactions secure, and delight clients with a better customer experience.

• Setting Up a Signature
• Sign a Document Received Through Email
• Sign a Document From Your Account
• Managing Folders
• How To Sign Your Own Document With DocuSign
• Sending Envelopes In DocuSign
• An Overview of Recipient Types
• Sending Envelopes Using the “SPECIFY RECIPIENTS” Action
• Sending Envelopes using a Template
• eSignature Basics for Senders
• Bulk Send From a Template
• Shared Access to Envelopes
• Docusign CFR Part 11 Training

Options for Security Roles:

• Viewer
  • The Viewer role is the default role given when you initialize your DocuSign account
  • The Viewer role allows a user to open any document that has been sent to the user and allows the user to sign any document within the DocuSign Application.
  • This default role allows you to process documents sent to you but will not allow you to upload documents to send out to someone.
  • To request a change to another security role that is described below, you will need to complete the UMB DocuSign Security Change Request Form which is located on the CITS Services Authenticated UMB Forms Library webpage.
• Sender
  • Allows the user to upload any document and configure it for DocuSign
  • Sending Envelopes In DocuSign
  • Correcting a Document
• Templates
  • Currently CITS is developing all Templates for the campus due to the security that must be applied to them. If you require a Template to be created, or you have questions or issues please send the document or your questions to DL-CITS DocuSign Support.

  • DL-CITSDocuSignSupport@umaryland.edu

  • A link to the UMB DocuSign Security Change Request and  UMB DocuSign Template
    Request forms can be found at CITS Services Authenticated UMB Forms Library webpage, under the Center for Information Technology Services > DocuSign Forms section.

• Template Sender
  • Allows the person to only send Template documents that they have been given access. The upload document functionality is taken away from these users
  • Sending Envelopes In DocuSign
  • Correcting a Document
  • Sending Envelopes using a Template