As a CSULB employee, your default DocuSign permission role is set to Document Sender. This will allow you to send an ad hoc envelope that contains forms or other documents for E-signature.
Please note: If your job role requires the ability to create envelope templates (reusable envelopes), special training is needed to acquire those permissions. You can find availability on DocuSign template training at training.csulb.edu, click on Live Classes.
Log in to Single Sign-On at http://sso.csulb.edu and click the DocuSign chiclet.
Click the yellow “New” button > Send an Envelope.
Under “Add Documents to the Envelope” click “Upload” to add a document. Upload additional documents as necessary.
Under “Add Recipients to the Envelope” enter the name and email of the recipient. If there are additional recipients, click the “Add Recipient” button to add additional recipients.
Under “Message to All Recipients, update the Email Subject as needed and include an optional message to all recipients.
Click Next.
Note: If you are uploading a .pdf form with existing data fields, you may be asked what you would like to do with the .pdf form field data. Your three options are to:
a. Assign those fields to a recipient (recommended).
b. Keep PDF form data
c. Delete data
From the “Standard Fields” panel on the left, drag and drop the field types to the corresponding area on the form. “Name” and “Date Signed” are both information that can be autogenerated from DocuSign. Drag and drop those fields accordingly.
9. For accessibility purposes, ensure all fields have data labels that are unique and meaningful.
10. When finished assigning fields for all recipients, click “Send.”