DocuSign

To create a DocuSign template or a Powerform you need the designer role. To request the designer role please e-mail DocuSign.FormsMgr@oregonstate.edu. You have to be granted the designer role in order to complete the short training exercise. Please complete the training exercise prior to calling for assistance.  Once you are a designer you might be approached by the DocuSign team or others at OSU to help other people on campus implement their DocuSign projects.  Note that templates which contain information about students need to be approved by the Office of the Registrar before they can be promoted to production.  These templates must conform to the Digital Signatures and Digital Workflows Policy which can be reviewed below. 

Below are some OSU specific resources for designers:

• Digital Signatures and Digital Workflows Policy.
• Training Instructions
• Training Form
• DocuSign User Guide
• Data Dictionary
• Naming conventions for OSUs custom tags.
• Request promotion of template from Development to Prod
• Configure template to load to NOLIJ on completion
• Place template behind a self service login
• Dynamically routing a form to Initiators Supervisor or Advisor and/or Head Advisor.