DocuSign - Completing and Submitting a DocuSign Envelope

Instructions on understanding and completing a DocuSign transaction.

Types of Envelopes

DocuSign transactions, referred to as envelopes, are accessed in one of two ways: an envelope is delivered to the intended recipient via email, or accessed via a link to the transaction. 

Signer Information

When first opening an envelope, the signer may be prompted to enter their name and email if there is more than one user role related to the transaction. The signer need only populate those fields related to their user role, indicated by an asterisk. Fields related to other user roles may be left blank.

Envelope Message and Electronic Record and Signature Disclosure

Before being allowed to populate the documents included in an envelope, a signer will be presented with a message that relates to the envelope. They may also be prompted to read and agree to an Electronic Record and Signature Disclosure form. Please read this disclosure, then agree to stipulations provided within by selecting the provided check box. Select "Continue."

Completing Documents

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:

Keywords:DocuSign, User, Envelope, PowerForm, Sign   Doc ID:115233
Owner:Derek N.Group:UW-La Crosse
Created:2021-12-13 15:05 CSTUpdated:2022-05-02 06:59 CST
Sites:UW-La Crosse
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