Sending DocuSign Envelopes from a Shared Template

These instructions will guide you through the process of sending a pre-configured document through DocuSign via a shared template.Ìý

Step 1) Log in to DocuSign at Ìýwith your IdentiKey userID and password.

A University FedAuth page which requires identikey log in information

Step 2) Select the manage tab

Click on Manage located on the top navigation bar:

highlight where the manage tap is on the dashboard

The manage page

Step 3) Create a new envelope:

Just clicking the Create button in the top left of the manage tab will start a new template, not an envelope

1)Ìý Click the down arrow in the create box:

highlight the down arrow to click

2)Ìý Click on Envelope in the drop down menu:

highlight envelope option in the drop down menu

Step 4) Apply template to envelope

1) Under Documents for signature, click Choose an Online Document:

highlight the choose an online document option

This menu appears:

The online document menu

2) Click Shared Templates:

highlight the shared templates option

3) Use the search bar to find the template you want.

After inputing a phrase into the search box, you must press enter while the search box is active to initiate the search

After search results appear, click the check box to the left of the template you wish to use and then click Add:

highlight the search box, the check box, and the add buttons

Step 5) Prepareing your envelope

Since you are using a template, most of the envelope settings covered here will be locked. You may still have to input some information so don't just skip these sections

1) Documents:Ìý Confirm by title that you have the intended document.Ìý By clicking the document image, you can see a preview of the blank form.

Mixing and matching templates for a document will merge all of the template settings into the envelope. If you get an unwanted setting in your envelope, you must start your envelope over. If this happens, go to step 2)

2) Routing and Recipients:Ìý Since you are using a template, most of the recipients, thier roles, and thier order will be locked, in general.Ìý You will need to fill in any blank slots with an email and a name:

highlight recipient and routing options

Ìý To see the workflow, click Order Diagram:

highlight order diagram

3) Press next:

highlight the next button

6) Verify the document and send the envelope

Since you are using a template, the fields on the document will be locked.Ìý VerifyÌýthe recipients, the message, and the fields.Ìý Once you are satisfied with the document, you can preview it to see it from the signer's perspective and send it by using the Send and Preview buttons at the bottom:

document settings

7) Monitor the status of the document

After the document is sent, monitor the status of the document on the manage tab.Ìý On the manage tab, open your sent envelopes:

highlight steps to monitor your envelope

Click on an envelope to see the status:

the status of the envelope

If there are issues, questions, or concerns with the template, contact the template owner or Law IT.