DocuSign Author Permission

Designated employees in departments will have Author permissions in DocuSign. This role can upload and create documents and templates. This role is identified and approved by a department head/manager/supervisor.

Note: Department Director/Supervisor permission is required to become a DocuSign Author.

How to access Author permissions in DocuSign:

UTSA Departments who wish to have the ability to create and send templates in DocuSign must identify 1-2 employees to serve as DocuSign Authors for their department.

Those employees wishing to become DocuSign Authors must complete the following tasks:

  1. Coordinate with their department Director/Supervisor to fill out the UTSA DocuSign Author Application

  2. Watch the videos and review the documents referenced in the table below
  3. Attend an online Webex Overview session

Docusign Authors should understand:

  1. Institutional data policies and FERPA/HIPAA policies that may apply to items within documents being sent

  2. Authors will be responsible for identifying, training, and approving Docusign Senders in their UTSA department. The process for identifying and approving Senders is outlined here.

Before using DocuSign to author and send documents to others, it is required that Authors review the following materials. Most of the videos are only a few minutes in length. Many additional resources are available in DocuSign University and in DocuSign support.

Resource Description Resource Access
UTSA Video

Review the DocuSign 101 video by going to: DocuSign 101 Video

DocuSign Support: Sending envelopes in DocuSign

Go to: https://support.docusign.com/en/videos/New-DocuSign-Experience-Sending-Documents

DocuSign University: Sending an envelope with a template

Log in using your UTSA credentials and single sign-on at: https://dsucustomers.docusign.com/create-and-manage-esignature-templates

At the search bar on the top of the screen, type in “DocuSign” to see the “Sign a document assigned to you in DocuSign” video

DocuSign University: Share a DocuSign template

To sign into DocuSign University, go to: https://support.docusign.com/docusignuniversity and click “Log In with Your DocuSign Credentials,” and follow the instructions using your UTSA credentials

 

Search for “Share a DocuSign template” in the search bar

LinkedIn Learning Video: Format and send a document for others to sign

Log in using your UTSA credentials and single sign-on at: https://www.linkedin.com/learning-login/

At the search bar on the top of the screen, type in “DocuSign” to see the “Format and send a document for others to sign” video

 

DocuSign Support: Reporting overview

Go to: https://support.docusign.com/en/videos/Reporting-Overview

UTSA HOP Policies

UTSA Institutional data policies: https://security.utsa.edu/standard-for-data-classification/

 

UTSA Extended Category 1 data guidelines: https://security.utsa.edu/category-1-extended-guidelines/

DocuSign Support: Create templates

Go to: https://support.docusign.com/en/guides/ndse-user-guide-create-templates

DocuSign University: Getting started with templates

To sign into DocuSign University, go to: https://support.docusign.com/docusignuniversity and click “Log In with Your DocuSign Credentials,” and follow the instructions using your UTSA credentials

 

Search for “Getting started with templates” in the search bar

DocuSign University: Edit a DocuSign template

To sign into DocuSign University, go to: https://support.docusign.com/docusignuniversity and click “Log In with Your DocuSign Credentials,” and follow the instructions using your UTSA credentials

 

Search for “Edit a DocuSign template” in the search bar

DocuSign University: Managing templates

To sign into DocuSign University, go to: https://support.docusign.com/docusignuniversity and click “Log In with Your DocuSign Credentials,” and follow the instructions using your UTSA credentials

 

Search for “Managing templates” in the search bar

docusign permissions

If after reviewing the materials provided above you have questions about DocuSign, please send your question to: techcafe@utsa.edu.