DocuSign - Completing and Submitting a DocuSign Envelope
Instructions on understanding and completing a DocuSign transaction.
Types of Envelopes
Envelope Message and Electronic Record and Signature Disclosure
When viewing documents within an envelope, you may be presented with a number of fillable or non-fillable fields, radio buttons, checkboxes, signature buttons, etc. -- all of which are referred to as "tags."
As mentioned, not all apparent tags will be fillable tags; there may be some that are viewable only. Also, there may be tags that are required to be populated or completed before the signer is able to submit the envelope. Required tags are outlined in red to help indicate their importance. A signer may also hover over each tag to view a message stating whether or not it is required.
Submitting an Envelope
Once all documents within an envelope are populated, that envelope may be submitted by by selecting the button labeled "Finish" that is found below the envelope's documents.
Additional Materials to Create Your Own Templates and Envelopes Using DocuSign
It is necessary to contact the Eagle Help Desk to request access to DocuSign. When prompted for a password, select "use company login", which will allow you to enter your UWL credentials.
The Wisconsin Department of Administration has compiled some very useful trainings to get someone started when creating their own templates and envelopes within DocuSign. Those documents can be found at the following page under the "Wisconsin eSignature: DocuSign" drop-down heading: