DocuSign

Welcome to DocuSign eSignature at UMB! 

DocuSign eSignature is the easy, fast, and secure way to send, sign, approve, and manage all of your electronically signed documents at anytime from anywhere. 

 

 

Quick Links
  • An e-signature refers to any electronic sound, symbol, or process, which is attached to or logically associated with a contract or other record, and which is executed or adopted by a person with the authority and intent to sign that record.
  • DocuSign is the most widely used software for gathering electronic signatures.
  • DocuSign is a cloud-based application which will allow you to:
    • Sign documents from anywhere from any device
    • Skip overnighting, faxing, or waiting
    • Manage signed documents in a more secure than paper
  • DocuSign is another tool available to UMB users to support telework

Getting Started Using DocuSign

  • UMB Policy Regarding Electronic Signatures
  • UMB Standard Operating Procedures Regarding DocuSign
  • You need a umaryland.edu email address and an active UMID Directory account to be able to use UMB DocuSign.
  • Please Note: After initializing your DocuSign account, you will only have basic rights to view and sign a document that has been sent to you, via DocuSign, by another authorized DocuSign user.  If you would like permission to upload or send documents, you will need to request an enhanced security role. For further instructions, please see the “DocuSign Security” section.

How to Login and Initialize your DocuSign Account ▾

  1. To Login, click: https://account.docusign.com
  2. At the DocuSign Login page, enter your UMB email address
  3. Click the yellow “CONTINUE” button
  4. You will be directed to the UMB Login to DocuSign page
  5. Enter in your UMID and Password
  6. Click the “Login” button
  7. Complete DUO authentication
  8. Once authentication is complete then you will arrive at your DocuSign home page
  9. You will only have basic rights to view and sign a document that has been sent to you, via DocuSign, by another authorized DocuSign user. If you would like permission to upload or send documents, you will need to request an enhanced security role. For further instructions, please see the DocuSign Security section.

How DocuSign Works ▾

In today’s business world, you need to be always on, always connected.  Whether in the office or on the go.  DocuSign is the fast and secure way to send, sign, and approve documents at anytime from anywhere.

  • From any device, pick a document that needs to be signed.
  • Add People who need to sign it.
  • Then place the signature tag and indicate any fields like company name, or phone number and click send.
  • Your recipient then receives an email asking them to sign.
  • If they are a first time DocuSign user, then they will be prompted to select either a pre-drawn signature or choose to draw their own signature on a mobile device.
  • Once the requested information is complete and the document is signed, everyone is alerted and the document is stored electronically, for your records, so you can always access it quickly and securely.
  • To see the status of your document or to access stored documents, just visit your DocuSign home page or mobile app.

That’s all there is to it.

With DocuSign, you will keep up with the speed of business, keep your transactions secure, and delight clients with a better customer experience.

 
UMB approved DocuSign forms can be found on the:
CITS Services Authenticated UMB Forms Library webpage.

How To Retrieve the PDFs of Your Completed Documents

As a UMB DocuSign User, here is how you retrieve the PDFs of your completed documents: 

  1. From the Completed Email Notification:
    • Click on the “VIEW COMPLETED DOCUMENT(s)” link provided in the completion notification email to log into your DocuSign account using your UMBID. 
    • Once logged in, the completed document will be presented to you within the browser window.
  2. From Login to Your DocuSign Account and Follow this Download or Print Documents Instruction.

DocuSign Online Training

DocuSign Online Training Resources ▾

DocuSign Security ▾

Options for Security Roles:

  • Viewer
    • The Viewer role is the default role given when you initialize your DocuSign account
    • The Viewer role allows a user to open any document that has been sent to the user and allows the user to sign any document within the DocuSign Application.
    • This default role allows you to process documents sent to you but will not allow you to upload documents to send out to someone.
    • To request a change to another security role that is described below, you will need to complete the UMB DocuSign Security Change Request Form which is located on the CITS Services Authenticated UMB Forms Library webpage.image
  • Sender
  • Templates
    • Currently CITS is developing all Templates for the campus due to the security that must be applied to them. If you require a Template to be created, or you have questions or issues please send the document or your questions to DL-CITS DocuSign Support.

    • DL-CITSDocuSignSupport@umaryland.edu

    • A link to the UMB DocuSign Security Change Request and  UMB DocuSign Template
      Request       forms can be found at CITS Services Authenticated UMB Forms Library webpage, under the Center for Information Technology Services > DocuSign Forms section.

  • Template Sender

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DocuSign UMB Support