We are working with IT to find an easier way for coordinators to manage and track pending forms. Please stay tuned. We appreciate your patience and your good work in using DocuSign.
1. What happens when you start a form and then click “Finish later”?
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Subsequent attempts to access an expired link will lead to a page where you can request "Send new link." When clicked, this will send a new notification with a fresh link to the email address entered by the coordinator. Alternatively, the user can sign into DocuSign via Single Sign-On and view the document there without needing to request a new link (this is only possible if the user logs in using his/her active directory @ucsd email address).
3. Tracking forms via email: In order to track your pending forms, we recommend keeping track of the original email notice you received when you initiated the form. When you click on the link in the email it will take you to a "live" version of the form. As signatures are added, the form that you see will update. 4. Clarification on entering email addresses:
- When inputting faculty email addresses, please use the university/institutional email address for verification purposes. For UC San Diego faculty it does not need to be the active directory address as they should not need to access a DocuSign account. They only need to link to the form, sign it, and exit.
- However, an active directory email address is needed if the signer wants to log into his/her UC San Diego DocuSign account. See below (and see #6),
- This will be important for department/program chairs/directors who are required to sign multiple forms. Instead of waiting for each individual link provided in the email notifications, they may prefer to log into their account and see a list of all pending forms (see #6).
- For coordinators it is important to use the active directory email address since coordinators do need to log into their DocuSign account in order to track forms that have been created. We realize there are issues with this functionality and we are working on it.
54. Clarification on Final Report Form vs Dissertation/Thesis Signature page (JDP students only)
- JDP students at SDSU who complete a dissertation also need to send a DocuSign form called "Dissertation/Thesis Signature Page." This should not be confused with the Doctoral Final Report Form sent via Adobesign. Please let your faculty know that they can expect to receive these 2 forms for each committee they are on.
- The subject line for the signature page is: "Dissertation/Thesis Signature Page - JDP - [[Student Name]]"
65. Direct access to DocuSign for required faculty signatures
- Once a DocuSign form has been sent by the coordinator, faculty may access it directly by logging in using their active directory credentials at docusign.ucsd.edu (this will only work if the email address used in the form is the AD address - see #4 above).
- The faculty will see a list of pending documents when they click on "Action Required" as shown below
76. Alternative Signing Method Security Code Access (https://support.docusign.com/en/articles/Alternative-Signing-Method-Security-Code-Access)
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