Upon opening the link to the SFO Account Authorization Form, the initiator of the form will be prompted to enter the roles of those individuals who will be involved in the completion of the form. Those persons who are not the initiator and are specified within the role fields will receive an email that contains a link to access the DocuSign form, and which will allow them to populate their assigned portion of the form. A description of the roles and examples of appropriate use are as follows:

 

Initiating Student/Faculty/Staff: The only required role, these fields are populated with the name and email address of the person who has opened the DocuSign link and is initiating the form. This person is responsible for providing the persons and email addresses associated with each role of the DocuSign form. They are also responsible for populating certain sections of the form, including the submission purpose (e.g., new account creation and/or change of adviser/student officer information); SFO account name and effective term; and for new organizations, the purpose/mission of the organization, the organization's source of funds, and the anticipated nature of expenditures. The Initiating Student/Faculty/Staff role may share the person and email address of any of the other roles.

Faculty/Staff 1: A required role, these fields are populated with the name and email address of a faculty/staff member that is being added as a signer on the SFO's account, or who is replacing a previous advisor. Note that there are two available roles for faculty/staff; an additional form will need to be completed if there are more than two advisors being added/changed.

Faculty/Staff 2: An optional role, these fields are populated with the name and email address of a faculty/staff member that is being added as a signer on the SFO's account, or who is replacing a previous advisor. Note that there are two available roles for faculty/staff; an additional form will need to be completed if there are more than two advisors being added/changed.

Student 1: A required role, these fields are populated with the name and email address of a student that is being added as a signer on the SFO's account, or who is replacing a previous student officer. Note that there are three available roles for student officers; an additional form will need to be completed if there are more than three students being added/changed.

Student 2: An optional role, these fields are populated with the name and email address of a student that is being added as a signer on the SFO's account, or who is replacing a previous student officer. Note that there are three available roles for student officers; an additional form will need to be completed if there are more than three students being added/changed.

Student 3: An optional role, these fields are populated with the name and email address of a student that is being added as a signer on the SFO's account, or who is replacing a previous student officer. Note that there are three available roles for student officers; an additional form will need to be completed if there are more than three students being added/changed.

 

Once roles have been assigned by the initiator and they have selected Begin Signing in order to begin populating the form, those roles that were specified by the initiator will receive an email with a link to the form that will allow them to populate the portion associated with their role. Each person receiving such an email should populate those portions of the form that are assigned to their role, then select Finish. 

For any issues completing the DocuSign form, please contact sfo@uwlax.edu.