DocuSign
DocuSign
Please be advised that University Policy 1060 requires that the VP for Finance must approve the business case for the collection of SSN and states that "Data trustees must submit a written request for approval to the Vice President for Finance stating the legal requirement or business need for collecting the SSN and related processes in place to ensure the security of the SSN."
For more information, review the Standard for Administrative Data Management here: Administrative Data Management Standard
Description
DocuSign eSignature provides a fast and secure way to send, track and sign agreements anytime, anywhere, on a wide variety of devices.
Some key features of DocuSign include:
- Completely electronic and paperless signature service with automatic routing via email.
- Real-time tracking as documents make their way through the approval process.
- Templates to help streamline the sending process when you frequently send the same or similar documents, or send documents to the same group of people.
- More information on DocuSign features can be found at https://www.docusign.com/products/electronic-signature
Account Types:
- Individual - Users are provisioned sender‑permission accounts in the shared Virginia Tech Enterprise- Software Service Center account. This account is intended for small‑scale use without access to Powerforms or Templates.
- Departmental - Intended for an organization sharing similar documents. These accounts offer Templates and PowerForms to minimize repeated tasks and support self‑service documents. Requires two admins to be appointed from your department. These admins will be responsible for adding users, setting permissions, managing user groups, controlling envelope and template access, configuring default account behavior, and ensuring new users are directed to training tools.
Training Material
First Round of Training - Started on Novemeber 2020
- DS 101: Getting Started with DocuSign
- Template Creation 101
- PowerForm Creation
- Admin Sessions
Second Round of Training - Started on Septemer 2021
- DS 101: Getting Started with DocuSign
- DS Templates 101
- DS PowerForms 101
- DS Admin 101
- DS API Overview
Platform
Browsers supported: Edge, Internet Explorer 11, Safari 7 or later, Firefox, and Chrome
Mobile platforms: iOS, Android
Licensing
Access to DocuSign can be provisioned on either an individual or a departmental level. Please submit a request at https://software.vt.edu/docusignlicenserequest and a Departmental Software representative will work with you to get you started with DocuSign.
Please note that while there is no individual cost to use DocuSign at Virginia Tech, each envelope consumed does have a cost to the university
Frequently Asked Questions
Do I need to notify The Software Service Center if my projected envelope usage for the year increases?
Yes. Our office needs to ensure sufficient envelope quantities remain available.
What is an "envelope"?
An "envelope" represents one document that has been sent, signed, returned, cancelled, or voided. Any of these actions consume an envelope
If multiple people need to sign the same document, is it still considered one "envelope"?
Yes, a single document which requires multiple signatures is still considered one "envelope".