How to get access to DocuSign
UW-Madison's use of DocuSign is licensed by the Wisconsin Department of Administration’s DocuSign agreement. Please fill out this form to begin using DocuSign:
https://forms.gle/kbb21aQ1qCBF9bBv7
Note: In order to access the Google Form, you must be signed into your UW Google account/G-Suite. Users trying to access the form without an account or with a personal account will receive a permission error.
Information on using DocuSign can be found at the following links.
For General Users
- Wisconsin eSignature User Guide (DocuSign) – For all users, covers the basics of using DocuSign
- Wisconsin eSignature Template Builder Guide (DocuSign) – For those who need to build templates and PowerForms
- DocuSign User Guide – Also available within DocuSign
- DocuSign University – Available to anyone with a DocuSign account; offers online training videos and curriculum (most are free)
- DocuSign Product Features List – List of features and benefits of DocuSign (some of which may not be widely known)
- Wisconsin eSignature Admin Guide (DocuSign) – For Admins, also shows recommended security settings
- DocuSign Admin Guide – Also available within DocuSign
- DocuSign Out-of-the-Box Integrations – List of APIs that are available immediately (no additional development needed); not sure if any cost additional money (though the one that SBOP looked at for SharePoint was available for free)
- DocuSign for SharePoint Guide – User guide for the free DocuSign SharePoint integration
- DocuSign REST API: https://go.docusign.com/sandbox/productshot/
- Free Demo account creation (you'll need a demo account to get an integrator key to test): https://www.docusign.com/blog/dsdev-new-api-and-keys-page/
- REST API Overview (this should have just about everything they need to know): https://developers.docusign.com/esign-rest-api
- API Go Live (when ready to move to Production): https://developers.docusign.com/esign-rest-api/guides/go-live
- https://support.docusign.com/en/articles/DocuSign-API-Go-Live-Process-FAQ
- Connect – real-time push
- Retrieve – pulls to your server on your time schedule; allows for integration into other systems (info look up, for example)
- Seal – Search capability; details of documents being signed; can use non-DocuSign documents with these products as well; two potential pieces:
- Total Search – Indexes documents’ info after putting it into a specific repository
- Intelligent Insight – provides better results and better insights