DocuSign for University Business

Use your UT DocuSign account only for official University business.

DocuSign is approved for general use in official University business by security, legal, and business officers and leaders.

Before initiating a DocuSign document workflow to route to another University unit or approval signer (e.g., Dean or AVP), you must verify that the destination unit or signer accepts forms routed via DocuSign.

The DocuSign routing directory contains contact and routing information for University processing units and approval signers. If you cannot find an entry for a specific processing unit or approval signer, please contact DocuSign implementation support for assistance: rims@austin.utexas.edu

There are several options for integrating DocuSign forms into existing workflows. You must coordinate with all parties in a workflow to understand requirements for a DocuSign workflow. If a processing unit requires DocuSign documents to be submitted outside of DocuSign (Box upload, hard copy submission, etc.), you must make provisions for preserving or managing the DocuSign certificate of completion. The certificate contains audit trail information about all document signers.

In order to use DocuSign, your unit must identify a DocuSign Unit Contact (DUC). All DUCs must complete DocuSign Unit Contact Training and will be guided through the process of setting up your unit. Complete the Want to use DocuSign in your unit? form to learn more. Your DUC will have ongoing responsibility to vet your use cases and communicate service updates to your team.

You and your team will need to use EID email addresses when sending documents for signature to other UT employees. Your EID email address forwards to the email address you have listed in the UT Directory. EID email addresses are formatted by combining an EID with "@eid.utexas.edu". For example, the EID email address for a person whose EID is abcd123 would be "abcd123@eid.utexas.edu".

Resources

DocuSign Routing Directory (requires EID login)

Certificate of Completion Guide for Verifying Signatures