DocuSign PowerForms Instructions and Important Information

Transcription

1 DocuSign PowerForms Instructions and Important Information The Field Education Program Forms are now in a DocuSign PowerForm format. This makes signing and routing the forms much easier; and it also entails a different procedure for accessing and completing the forms. Here are the steps and detailed instructions: 1. Students initiate the PowerForm from the DocuSign Field Forms page of the website. 2. Students enter form routing information into the PowerForm signer information box. 3. Students enter the Access Code. 4. Complete and FINISH the Form. 5. How to Finish the Form Later. 6. Download a copy of the Form. Detailed instructions: 1. Students initiate the PowerForm from the DocuSign Field Forms page of the website Here is a link to the Field Forms page: Each form has two links One for instructions for that form, and Another for the actual Form. The instructions for each form include a copy of the form. Clicking on the form s link will open the PowerForm Signer Information box.

2 2. Students enter routing information into the PowerForm Signer Information Box Student enters their name and address, as well as the name and addresses of their Field Instructor, On-Site Supervisor (if they have one), and their Field Liaison. This information must be correct in order for the form to route to everyone. Students may login to the Field Database to check names and addresses for their Field Instructor, On-supervisor (if applicable), and Field Liaison. 3. Enter the Access Code A box will appear asking the student for their Access Code. The student will have received an from CSU Social Work Fieldwork. This contains the Access Code. DO NOT DELETE THIS . YOU MAY NEED THE ACCESS CODE AGAIN. Click on Begin Signing Enter the Access Code and click on VALIDATE.

3 4. Complete and FINISH the Form. Once the student clicks on VALIDATE, the following screen will appear. Click on CONTINUE. Begin entering information into the form. All of the required fields are outlined in RED. You must enter information into these fields. As you progress through the document, yellow tabs prompt you to the next field where information must be entered. Click on the yellow signature tab form. to sign the

4 . When the Student has the form open, their required fields are outlined in red. If the Field Instructor has the form open, the fields that require them to enter information will be outlined in red. When all of fields that YOU are required to enter information into are complete, a FINISH button will appear to right of the green bar at the bottom of the window. You will not be able to go back and edit or enter information into the form once you click on FINISH. The next person on the routing list will receive an with a link to the form. Click on REVIEW DOCUMENT to access the form. No Access Code is needed. SAVE this with the link to the form. The next signer will go through the process of completing the form as described above. In the process of completing and submitting PowerForms, a window might appear asking you to create a DocuSign account. This is not required and you can click on No Thanks to skip this option and submit the form.

5 5. How to FINISH the form LATER This is an option if, for example, you have the PowerForm open and need to work on it later. To save information that has been entered so far and then finish later, click on OTHER ACTIONS located at the top or bottom right of the screen on the green bar. Click on FINISH LATER. This will close the form. You can only do this if you have not already clicked on FINISH. When you are ready to re-open the form to work on it, return to the original that contained the validation / access code for this form. Click on Resume Signing. If you were the initiator of the form (Student), you will need to enter the access code in order to open the form that you had been working on. 6. DOWNLOAD and SAVE a copy of the form At the center top of the form window there are links to download and/or print the form. Another tab will appear in your browser window; this contains a copy of the Form that you can now download and save to your drive. You will not be able to enter information into the copy of the form in this tab. Go back to the DocuSign tab to enter additional information.

6 DocuSign - Important Information Always use your CSU address. Check Junk and Clutter in your CSU address for DocuSign notifications if you don t see them in the inbox. If you have issues with your CSU , please contact the Help Desk at chhshelpdesk@colostate.edu or ( ). There are three levels of field education - 488, 588, and 688. Make sure you access the correct forms. Initiate ONLY ONE copy of each form from the School of Social Work Field website. You can FINISH LATER if you need to edit the document. You can continue to edit/revise any document until you click the FINISH button. It does cost CSU each time a form is initiated, so please remember to initiate ONLY ONE. Text boxes in DocuSign have character limits. Please do not exceed these limits or your content could be missing important information. DocuSign forms can be saved and edited later by clicking OTHER ACTIONS in the top right corner of the form. You can resume signing the form via the original validation code . Enter accurate information for the routing of each form. You can copy and paste routing information from your placement profile in the field database. If you copy and paste information from another source into the DocuSign document text boxes, check to make sure the information transfers okay. The field database login link is: Meet with your field instructor and on-site supervisor prior to launching the actual DocuSign form to discuss and draft information that will be entered on the form (especially important for the learning plan section).

7 Instructions for each of the field forms are available on the field forms page of the website (along with the forms), and each set of instructions contains a pdf example of the actual form that you will initiate and complete. If you do not have an on-site supervisor, only enter the field instructor s information in the Field Instructor routing information and leave the on-site supervisor information blank. Progress Reports cumulative hours are entered on all progress reports. This is the TOTAL number of hours completed in the field placement program (488, 588, 688) and not the semester total. The FINISH button will not work on any DocuSign form until all of the required information has been entered. You must click on the FINISH button before the form will route to the next individual in the routing list. When all signatures have been obtained on a PowerForm document, a copy of the fully-executed document it is automatically routed to the School of Social Work Field Education Program Administrator, as well as all individuals who have signed the document. If you have any questions or issues with the field database or DocuSign forms, contact Keli Murray - keli.murray@colostate.edu.