DocuSign Resources & Support

WashU Resources

Information & Guides

Using DocuSign with Box (PDF)

Powerforms – Create self-service documents for signature that can be initiated from a unique, secure URL or embedded on a website

Security and Best Practices (PDF)

DocuSign 21 CFR Part 11

Delegated Administration (PDF) – Sharing admin responsibilities with other users (only available for WashU department-specific subaccounts)

Learn@Work

  • DocuSign 101
  • Learning DocuSign
  • PowerForms
  • Creating Templates
  • Advanced Template
  • Advanced Recipient Workflow
  • DocuSign FDA Part 11 eSignature (required for DocuSign FDA Part 11 accounts)

Vendor Resources

Self-Paced Learning

Get Started Sending with eSignature – Send your first envelope, set up your DocuSign profile, perform envelope actions after sending, and send from a mobile device

Customize eSignature Sending Options – Assign recipient actions for sending, configure envelopes for sending, customize fields for sending, and manage your envelopes

Video Tutorials

Sign a Document

Sign a CFR Part 11 Document

Send an Envelope

Create a Template – Templates streamline the process when frequently sending the same documents

Correct an Envelope – Add, delete, reorder or replace documents

Powerforms: Overview

Support

Self-Help

DocuSign Support – Primarily documentation with some videos on how-to’s, FAQs, and troubleshooting

DocuSign Community – Users ask and answer questions

WashU DocuSign User Group (Microsoft Teams) – WashU users ask and answer questions, and share resources

Report an Issue to DocuSign

Open a case with DocuSign for your issue:

  1. Go to the DocuSign Support site and select Continue under eSignature Rooms CLM.
  2. Log in with your WashU email address.
    1. Note: You will have to log in with your WUSTL Key if you are not logged in to another WashU app.
  3. Select the case subject and then Add Case Details.
  4. Complete the form and then select Submit Case.

WashU IT Help Desk

Report an Issue

For issues that cannot be resolved through the available support resources, please report an issue through ServiceNow, email ithelp@wustl.edu or call 314-933-3333.

Request Additional Services

To send envelopes through DocuSign, submit a ServiceNow request for DocuSign Sender Access.

For assistance with workflows that are complex or conditional, submit a ServiceNow request for DocuSign Advanced Workflows Assistance.

To request access to an existing template sharing group or the creation of one, submit a ServiceNow request for DocuSign Template Group.


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