Do use UT DocuSign accounts:
- Only for official University Business.
- Each unit must have a DocuSign Unit Contact (DUC).
- DUCs must complete training.
- DUC are required to sign an acknowledgement of responsibilities as a DUC
- Active faculty and staff who have a DUC can be set up to send documents.
- Any recipient with a valid email address can sign documents.
- Use the recipientEID@eid.utexas.edu email address when sending forms to UT faculty and staff.
- To sign documents sent from or provided by university offices
- If you receive an unanticipated university DocuSign form, click the Save for Later button and contact the document sender.
- DocuSign has been approved for use with confidential information.
- Features for additional authentication and masking should be used for specific projects using DocuSign for confidential information.
- For additional security or legal vetting for projects or questions about DocuSign security features, contact firstname.lastname@example.org.
- Check with your DUC:
- For guidance on securing completed envelopes in UTBox or other storage.
- To authorize or request any changes to your account.
- Before you leave the unit.
- As a sender, route documents to processing units or approval signers only when you have obtained instructions.
- Before initiating a document workflow that includes another university unit, you must verify that the destination unit will accept DocuSign forms.
- Before routing a document to approval signers (e.g. Deans, AVPs), consult the contact person listed in the DocuSign Routing Directory or the signer's administrative staff.
- DUCs will be notified when official university forms are approved for DocuSign.
- Save the Certificate of Completion
- Either, include with submitted form
- Or, have an agreement with the processing unit for retention of the certificate
Don't use UT DocuSign accounts for:
- Don’t route documents via DocuSign to processing units or approval signers that have not yet provided instructions for proper routing.
- Don’t exchange documents or signatures between university healthcare providers and clients, patients, or clinical test subjects
- Don’t share accounts. Signers can sign at any time from almost anywhere in the world. But if you know that a signer will not be available, use DocuSign routing features and document logic to allow another signer to be recorded as a proxy signer.
For additional guidance on using DocuSign at UT, please see DocuSign for University Business.