Updates

DocuSign plays a critical role in successful remote working at UT. DocuSign is an enterprise service for UT employees to securely send documents & collect electronic signatures and other information from world-wide range of recipients. 

UT’s DocuSign is for official university business only.  DocuSign senders generate official state records that must be managed in accordance with state and university records retention rules.

University employees should be even more vigilant regarding the security of information and devices while working remotely.

Please check out the guidance page for using DocuSign to conduct University business remotely.

 

Box Folder

Automatic Forwarding of Sender Documents to a BOX folder

If your unit does not already have a process for secure retention of the documents in your workflow, DocuSign can be configured to forward a sender's completed documents and certificates-of-completion to a UTBox folder.

There are two ways this can be configured, either forwarding separate files for completed documents & certificate to a departmental folder, or forwarding combined documents + certificate to a specifically configured folder based on the EID of the sender and the use of a custom template feature. Each method has trade-offs to consider, please refer to the detailed discussion page for automatic forwarding to a Box folder for more information.

Note: While completed Sender documents can be automatically forwarded, Recipient documents in the DocuSign inbox folder cannot be automatically forwarded and must be downloaded manually, if needed.

Official Occasional Expense Form

The Official Occasional Expense Form (OOEF) is available as a template for DocuSign senders as of 10/16/2018.

Units will need to review how they need the routing customized in DocuSign and then must contact DocuSign implementation support to discuss next steps for implementing the OOEF in DocuSign for their unit.

Please note: The College of Liberal Arts has an established process for completing and routing OOEFs.

DocuSign New User Experience Now Live

As of December 2017, the DocuSign New User Experience became an optional view for logged in senders and signers.

Previous Updates

Please check out previous updates using the link below.