Getting Started with DocuSign

Transcription

1 Getting Started with DcuSign DcuSign is the electrnic system used t rute, apprve, and execute cnstructin related dcuments at The University f Alabama. While these basic instructins are intended t help yu becme familiar with DcuSign, please cntact any f the UA Cntract Administratin members if yu have questins r need additinal assistance. Currently, the fllwing types f dcuments are executed thrugh DcuSign: Owner/Designer Agreement Prfessinal Service Prvider Agreement Amendment t Agreement Cnstructin Cntract Change Order with ecoraf PJO fr Standing Cntracts The tpics listed belw are cvered n the fllwing pages. Click a tpic t advance t that sectin: 1. Hw t Open and Cmplete a Dcument 2. Hw t Sign and Finish 3. Hw t Save t Finish Later 4. Hw t Assign t Smene Else 5. Hw t Attach a Dcument 6. Hw DcuSign Rutes an Envelpe 7. Hw t Check the Status 8. Hw t Make a Cpy Page 1 f 10

2 1. Hw t Open and Cmplete a Dcument a. Yu will receive an with the DcuSign link prvided. Nte: Save this initial fr accessing the dcument later. N accunt is needed t use DcuSign and this first ntificatin is yur key t accessing a dcument at any time during the ruting prcess whenever yu want t check the status. b. Open the then click the Review Dcuments buttn. (Image 1) c. If this is the first time yu have used DcuSign, yu will be prmpted t check a bx indicating yu have read the Electrnic Recrds and Signature Disclsure and that yu agree (Image 2). (Image 2) Page 2 f 10

3 d. Once yu have read the infrmatin, check the bx indicating yur apprval then click Cntinue t pen the dcument (Image 3). (Image 3) e. The dcument will appear n the screen and yu will see the fields yu are t fill in utlined by red bxes and/r a yellw signature tag. Click the Start tag (Image 4) and DcuSign will autmatically advance yu t the first field t be cmpleted. (Image 4) Page 3 f 10

4 f. The Start tag will change t Fill In and a tl tip will appear (Image 5) giving yu directin as t what infrmatin yu are t enter. (Image 5) Nte: Anytime yu hver the muse ver a bx, the tl tip will be displayed. g. Once the infrmatin has been entered yu may either hit the enter key r the tab key t advance t the next field. DcuSign will cntinue advancing yu t the next field until all fields have been cmpleted. If yu inadvertently miss a field, DcuSign will cntinue t direct yu thrugh the fields until they have all been cmpleted. When all fields have been cmpleted, a red Finish buttn will appear (Image 7). Back t Tp Page 4 f 10

5 2. Hw t Sign and Finish a. DcuSign will direct yu t any signature tags assigned t yu. Click t sign. Nte: If this is the first time yu ve signed a dcument in DcuSign, yu will be given the ptin t select hw yu want yur signature t appear (Image 6). If yu d nt like the default ptin, click Change Style and chse anther. (Image 6) Fllw the n screen directins and click n yur style preference. b. Click Finish (Image 7). When the Finish buttn has been selected, DcuSign will autmatically send the dcument t the next signer s yu d nt need t d anything further t cntinue ruting. (Image 7) Nte: Yu are nt finished cmpleting the dcument until yu click the red Finish buttn that appears at the bttm right crner f the screen. If yu have entered everything and d nt see a Finish buttn (Image 7), click n the Next tag n the left f the dcument t g back thrugh each field t see which ne yu may have missed. The Finish buttn is DcuSign s cnfirmatin t yu that all fields have been cmpleted. DcuSign will nt advance the dcument t the next signer until yu have clicked the Finish buttn. Back t Tp Page 5 f 10

6 3. Hw t Save t Finish Later a. If yu have begun entering infrmatin and need t stp befre finishing, yu may save the dcument t be cmpleted later. If yu clse the dcument withut saving yur infrmatin, all infrmatin entered will be lst. T save yur infrmatin, lcate and click the Other Actins buttn n the right f the screen (Image 8). (Image 8) b. Click the Finish Later ptin frm the drp dwn (Image 9). When yu are ready t return t the dcument t cmplete it, g t the ntificatin yu initially received and saved frm Step 1. a., and click the Review Dcuments buttn (Image 1). (Image 9) Back t Tp Page 6 f 10

7 4. Hw t Assign t Smene Else a. If yu have received a dcument that shuld be cmpleted r signed by smene else in yur cmpany, yu have the ptin t Assign t Smene Else. This will change the fields and signature tags that were initially assigned t yu t whmever yu designate and their name will appear n the dcument instead f yurs. Nte: D nt frward the DcuSign t smene else t cmplete. b. G t the Other Actins buttn at the tp right f the screen (Image 8), then select Assign t Smene Else (Image 10). Fllw the n screen instructins fr entering the address and name. (Image 10) Back t Tp Page 7 f 10

8 5. Hw t Attach a Dcument a. If additinal dcumentatin is required t be added t the dcument, an attachment tag will appear fr yu t click and uplad frm yur cmputer (Image 11). Fllw the nscreen instructins fr uplading. (Image 11) b. If yu need t add additinal dcumentatin and an attachment tag is nt included in the dcument, cntact either the UA Prject Manager r the UA Cntract Administratr t have the attachment tag added. Yu will be instructed t save yur wrk by clicking the Other Actins tab and chsing Finish Later (see Step 3). The tag will be added by UA, and then yu will be instructed t repen the envelpe and cntinue. Back t Tp 6. Hw DcuSign Rutes an Envelpe a. DcuSign autmatically rutes an envelpe frm ne signer t the next based n the assigned ruting rder. When a signer clicks the Finish buttn, DcuSign autmatically rutes the dcument t the next signer. b. T see the list f signers and the ruting rder, g t the riginal ntificatin yu received frm DcuSign. Click the Review Dcuments buttn (Image 1) and nce the envelpe is pened, click the Other Actins buttn (Image 8) n the right f the screen. Select View Certificate frm the list f Actins (Image 12). Scrll thrugh the page t see the list f signers. The names are listed in the assigned ruting rder. (Image 12) Back t Tp Page 8 f 10

9 7. Hw t Check the Status a. After yu have signed the dcument and DcuSign has ruted the envelpe t the next recipient, yu have the ability t check the status at any time. This can be helpful if it is taking a while fr the dcument t be executed. Nte: Once all signatures have been btained and the dcument is cmplete, DcuSign will send a ntificatin t all recipients. b. T check the status, pen the riginal ntificatin yu received and saved frm Step 1., a. c. Click the Review Dcuments buttn in the (Image 1). d. Once DcuSign pens the envelpe, click the Other Actins buttn (Image 8) n the right side f the screen. e. Click View Certificate (Image 12). The ruting list will appear and beside each signer s name will be the date and time the envelpe was sent and received. Based n the date and time infrmatin displayed, yu will see wh currently has the envelpe. Yu will als see the remaining recipients waiting t sign and/r receive a cpy f the dcument. (Image 12) Back t Tp Page 9 f 10

10 8. Hw t Make a Cpy a. A cpy can be made f a dcument at any time, either befre r after it has been executed. T make a cpy, click the Review Dcument buttn (Image 1) in the ntificatin frm DcuSign. b. Lcate and click n the dwnlad buttn at the tp f the screen (Image 13). (Image 13) c. Select by clicking ne f the tw ptins: Cmbined r Separate (Image 14). (Image 14) If Cmbined is selected, the dcument will dwnlad as ne cmplete PDF dcument. If Separate is selected, the dcument will dwnlad int separate PDFs based n the number f parts that cmprise the dcument. Fr example, a typical Cnstructin Cntract is cmprised f at least five parts: 1) Cver Letter, 2) Cntract, 3) Vendr Disclsure Statement, 4) Perfrmance and Payment Bnds, and 5) E-Verify page. d. Whichever ptin yu select, a PDF will be generated and yu will then fllw yur usual prcedure fr saving a dcument t yur cmputer. Back t Tp Page 10 f 10