DocuSign

Log in to DocuSign

1. Go to DocuSign and enter your UMB email address.
2. Select Next. You will be redirected to the UMB login page.
3. Sign in with your UMID and password.
4. Complete Duo authentication.
5. After authentication, you will be directed to your DocuSign home page.
   Your standard DocuSign Sender access allows you to view and sign documents, upload and send documents, and use templates shared with you.

Need additional access? Bulk Send permissions and the Template Creator role require an enhanced security role. See the DocuSign Security section for instructions.

For further instructions, please see the DocuSign Security section.

DocuSign provides a convenient and secure way to send, sign, and approve documents electronically. Whether you’re working on campus or on the go, you can manage documents from your computer or mobile device.

How DocuSign Works

1. Choose your document. Select the document that needs to be signed.
2. Add recipients. Enter the people who need to review or sign the document.
3. Add required fields. Indicate where recipients should sign and add any other information, such as a name, organization, or phone number.
4. Send the document. Recipients receive an email inviting them to review and sign.
5. Complete the signature. Recipients follow the prompts to add their signature and complete any required fields.
6. Receive the completed document. Once signing is complete, participants are notified and the document is stored electronically for future access.
7. Track your documents. Visit your DocuSign account to check document status and access completed documents.

DocuSign makes it easier to manage electronic signatures and keep documents organized and accessible.

As a UMB DocuSign user, you can download a PDF of a completed document from your completion notification email:

1. Open the DocuSign completion notification email.
2. Select View Completed Document(s).
3. Sign in to DocuSign using your UMB credentials.
4. Once the completed document opens in your browser, follow the Download or Print Documents instructions to save a PDF copy.

• Setting Up a Signature
• Sign a Document Received Through Email
• Sign a Document From Your Account
• Managing Folders
• How To Sign Your Own Document With DocuSign
• Sending Envelopes In DocuSign
• An Overview of Recipient Types
• Sending Envelopes Using the “SPECIFY RECIPIENTS” Action
• Sending Envelopes using a Template
• eSignature Basics for Senders
• Bulk Send From a Template
• Shared Access to Envelopes
• Docusign CFR Part 11 Training
• How to Create a Template

Options for Security Roles:

Viewer

The Viewer role is assigned by default when a DocuSign account is initialized. It allows users to open documents sent to them and sign documents within the DocuSign application.

• This default role allows you to process documents sent to you but will not allow you to upload documents to send out to someone.
• To request a change to another security role that is described below, you will need to complete the UMB DocuSign Security Change Request Form which is located on the CITS Services Authenticated UMB Forms Library webpage.

Sender

Allows the user to upload any document and configure it for DocuSign

• Sending Envelopes In DocuSign
• Correcting a Document

Template Sender

Allows the person to only send Template documents that they have been given access. The upload document functionality is taken away from these users

• Sending Envelopes In DocuSign
• Correcting a Document
• Sending Envelopes using a Template

Template Creator

A Template Creator is a DocuSign user with permission to create, edit, and manage reusable templates that standardize document signing workflows and simplify the sending process.

• Request Template Creator Permission 
• Template Basics 
• How to Create a Template

Power Form Best Practice

• Docusign Best Practices