DOCUSIGN: USER MANUAL

V2.0
GUIDELINES
DOCUMENTS VS. ENVELOPE

Documents Envelope

files that are uploaded within can hold multiple

an envelope and require documents for routing
signature/s
OLD VS. NEW PROCESS
CURRENT PROCESS NEW PROCESS
SEQUENTIAL REVIEW NO SEQUENTIAL REVIEW
Requestor can assign the order by which the Approvers shall simultaneously
approvers should review the document review a document

EMAIL NOTIFICATION MANUAL MONITORING

DocuSign emails all envelope recipients with the Requestors shall monitor the document from time
completely signed copy of documents to time by logging-in to the assigned DocuSign
account to their department

REQUEST-SPECIFIC ENVELOPES GENERIC ENVELOPES

Easier review of requests and easier
retrieval of documents Several documents pertaining to different
requests are within one envelope

DECLINE TO SIGN DECLINE BY COMMENTING

Approvers can choose “decline to sign” option Rejection of requests can only be done by adding
should there be a need to revise the submitted a comment near the assigned signature field
request
KEY REMINDERS

When sending • Always reuse the designated envelope for your specific type of
envelopes document/group/project.
• Always add the designated DocuSign account for your department as a recipient
of the envelope. Its action should be “Needs to Sign”.
When sending a new • Each batch of documents to be added within an envelope shall always have three
batch of documents for parts:
approval ✓ Front Page – guides the approvers as to where they should begin reviewing the
envelope sent to them
✓ Files which need signatures - documents (ie. forms and attachments) which
should be reviewed by the approvers
✓ Last Page – guides the approvers as to where they should stop the review of the
documents
• Each part should have a designated signature field for all approvers.
When approving • Several documents pertaining to different requests are within an envelope.
documents • Click the “Start” or “Sign” tab to locate the documents to be reviewed.
When declining • Never click “Decline to Sign”. A declined envelope can never be reused.
documents • To decline, just add a comment near your assigned signature field.
When revising declined • Delete the unsigned signature fields on the old version of the documents.
documents • Add a text field on the old version of documents. It should indicate that the old
version has been revised/declined.
• Text field added on the old version shall be assigned to the uploader/requestor.
• Revised documents shall still have three parts: Front Page, Files for signature, and
Last Page.