Frequently Asked Questions (FAQ)

Use our contact us page to get in touch with our DocuSign team and we'll work with you to get you the DocuSign role you need.

To send documents through DocuSign you will need to be a DocuSign Sender. Once you have the DocuSign sender role, refer to the senders area for instructions.

Make a reusable envelope to send out to users. This feature is best for recurring types of documents or when you need to send out the same envelope to different parties at a later date. 

A PowerForm is a reusable form you can host on a website or distribute as a secured link through email. Signers can access and sign PowerForms on demand. PowerForms are a sure way to capture signatures and data from persons whom you do not know beforehand.

When creating a form, Senders or Template Creators can mark any fields as “required.” This function helps ensure documents are filled out to completion. DocuSign refuses the Signer the ability to return the document before all required fields are complete.

A valid DocuSign email always includes an alternate signing method with a security code that you can enter into the DocuSign.com. If you are unsure about the safety of a particular DocuSign request email, open your browser and navigate to DocuSign.com. When you arrive, click "Access Documents" at the top of the page. There you can paste in the code included in the email. A valid code will open the document. For more information, visit the DocuSign’s incident reporting page.

No, only people who create templates or Powerforms require a specific access role. FIU users authenticated through FIU Single Sign-On have DocuSign accounts and can sign and send documents, create and save signatures, and track the routing status of their workflows. To sign into your DocuSign account you can visit the FIU DocuSign login page.

Yes. Please visit our resources page. You can find training for each DocuSign role: Signers, Senders, and Template Creators.

If you find yourself sending the same document with frequency, we recommend creating a template. For instructions on how to create DocuSign templates you should review the Template Creator page.

DocuSign will store FIU documents in a secure environment. We will not need users to have local backups of the documents.

DocuSign provides FIU with ample digital storage. All documents will be archived safely and securely.

To reduce email notifications, you may change the default notifications settings by going to the Preferences screen under the Manage Email Notifications tab.

It’s best to not make any changes to a standard forms or templates. If changes are suggested, you must first contact the Template Creator responsible for the template or standard form.

Access codes are required when documents sent outside FIU includes confidential or restricted data. DocuSign has information about generating access codes. You can also generate SMS codes for the same purpose.

DocuSign offers a number of features and best practices to ensure accessibility.

Template Creators must follow FIU and/or departmental guidelines when creating templates to ensure consistency, efficiency, and quality of workflow.

Users can send a request to FIU DocuSign support to change template ownership.

Template Creators can share a template to other users on their account. As long as you have template sharing permission on your DocuSign account, you can share any template you create. You can modify sharing settings for any template shared with you too. For details about template share settings, contact FIU DocuSign support.

Yes.

Yes.

To send a single document to multiple recipients, Senders can click the Add Bulk Recipient button on the Send screen. DocuSign will prompt you to upload a CSV file containing the data you will merge into the document. Visit the New DocuSign Experience User Guide for further instructions.

To send an envelope again, select the original envelope on the Manage screen. After, select Clone from the Actions list. The original envelope settings and documents will be ready for changes and redelivery.

Non-employee recipients do not need a DocuSign account to sign documents.

DocuSign includes a sharing feature that allows other users to see and take action on your folders. To activate this feature, send a request to FIU DocuSign support including the names of team members with whom you want to share your folders.