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DocuSign

Access DocuSign via my.AState (Digital Forms)

DocuSign eSignature is an online tool used at Arkansas State University to streamline internal document processing. Many forms have been digitized using DocuSign and now automatically enter workflows to acquire required signatures from offices across the University.


  • Signer and Recipient Users

    All A-State faculty and staff members have accounts in DocuSign with Signer and Recipient access. Use your A-State email and password to login directly at https://app.docusign.com/home.

    Accessing Documents

    You may receive an email requesting you complete a document in DocuSign. You can access your pending document(s) by following the link in the email, using the alternate signing method described in the email, or by logging into the DocuSign website.

    Access a Document using the Email Link

    1. Open the email from DocuSign and select “Review Document”

    Access a Document using the Email Alternative Signing Method

    1. Open the email from DocuSign and scroll down to the gray box of small text
    2. Under “Alternate Signing Method” copy the Security Code
    3. Go to https://www.docusign.com/ and select “Access Documents”
    4. Enter the security code copied form your email and select “Go”

    Access a Document via the DocuSign Website

    1. Login to DocuSign via my.AState (Digital Forms) or directly at https://app.docusign.com/home
    2. Select the number above “Action Required” OR open the “Manage” tab
    3. Select “Sign” next to the document you’d like to complete/sign

    Signing Documents

    You can either sign and complete the document or decline to sign. Reasons you may decline include: not being the correct recipient, not approving the request, information is incorrect or missing, or duplicate submissions. 

    Sign a Document

    1. Access the document via one of the methods described above
    2. Check the box to agree to use electronic records (if applicable), then select "Continue"
    3. Enter the information required in your assigned fields and/or select "Sign"
    4. Confirm your information and select "Adopt and Sign" (if applicable)
    5. Select "Finish"

    Guide with Screenshots: Sign a DocuSign Document 

    Decline to Sign a Document

    1. Access the document via one of the methods described above
    2. Check the box to agree to use electronic records (if applicable), then select "Continue"
    3. Open the actions menu by selecting "Other Actions," then select "Decline to Sign"
    4. Select "Continue," enter a reason for declining, then select "Decline to Sign"

    Guide with Screenshots: Decline to Sign a DocuSign Document

    PowerForms

    Many forms have been converted to DocuSign PowerForms, which are online forms accessible to anyone with the URL. Only one person needs to initiate a PowerForm. The form initiator enters the information of any other users who may need to sign, complete, view, or receive copies of the form.

    Submit a PowerForm

    1. Open the PowerForm URL, the signer information page will display
    2. Enter the Name and Email Address for each role listed, then select "Begin Signing"
    3. Check the box to agree to use electronic records (if applicable), then select "Continue"
    4. Enter the information required in your assigned fields and/or select "Sign"
    5. Confirm your information and select "Adopt and Sign" (if applicable)
    6. Select "Finish"

    Guide with Screenshots: Submit a DocuSign PowerForm

  • Sender and Administrator Users

    Sender and Administrator users have additional access in DocuSign, including the ability to manage templates, PowerForms, and envelopes. 

    Templates

    A template is a reuseable document with defined recipients (who needs to sign, complete, view, etc.), assigned fields (what they need to complete, sign, attach, etc.), and a set workflow (when in the sequence do they need to complete, sign, etc.) Templates are used to create PowerForms.

    Create a Template

    1. Go to Templates, then select "New" and "Create Template"
    2. Enter a template name and (optional) description
    3. Upload a PDF version of the form
    4. Enter/add recipient information 
    5. Edit/add the email subject and message (optional)
    6. Select "Next"
    7. Add fields to the form and assign the fields to recipients
    8. Select "Save and Close"

    Guide with Screenshots: Create a DocuSign Template

    PowerForms

    Many forms have been converted to DocuSign PowerForms, which are essentially interactive, online versions of PDF forms. A template is needed to create a PowerForm, and anyone with the PowerForm URL can complete/submit the form. The form submissions are called envelopes.

    Create a PowerForm

    1. Go to Forms, then select "New" and "Create PowerForm"
    2. Select a template and "Add Selected"
    3. Edit/add the form name, email subject, and instructions
    4. Select "Create"

    Guide with Screenshots: Create a DocuSign PowerForm

    Envelopes

    An envelope is the submitted information from a PowerForm. This includes recipient information, attachments, workflow progress, form statuses (sent, viewed, completed, voided, etc.), and, when completed, a certificate of completion. Every envelope has a unique ID.

    Manage Envelopes

    Guide with Screenshots: Manage DocuSign Envelopes 

    Check Envelope Status

    1. Go to Manage, then select "PowerForms"
    2. Scroll to the PowerForm and select "Download"
    3. Open the excel file, "Find & Search" for the envelope
    4. Copy the Envelope ID from the first column
    5. In DocuSign, "View Envelopes" for the PowerForm
    6. Enter the Envelope ID in the search and select "Apply"
    7. Open the envelope to view more details on its status

    Guide with Screenshots: Check DocuSign Envelope Status 

    Transfer Envelope Ownership

    1. Go to Settings, then select "Users"
    2. Enter the name of the current owner and "Search"
    3. Select "Actions" then "Transfer Envelopes"
    4. Check the correct envelope and select "Transfer Now"
    5. Select a user from the list and select "Transfer"

    Guide with Screenshots: Transfer DocuSign Envelope Ownership


DocuSign
DocuSign Resources

ITS Knowledge Base

DocuSign Support 


DocuSign Guides

Documents & PowerForms

Templates & Envelopes