eSignatures (Docusign)

The eSignature service at UC Berkeley enables the campus to reap the time and cost-saving benefits of using electronic signatures via an electronic process in place of "wet signatures" using a paper process. DocuSign is the service platform used to deliver eSignature, a cloud-hosted service that is approved by the campus and the state of California to process legally binding signatures.

Eligibility & Roles

DocuSign is available to all campus L4 Departments and Regional Service Teams. Users access their accounts through the department or region's account. For each campus L4 Department(PDF file) or Regional Service team that uses DocuSign:

• A Department Administrator will configure the department's user permissions and roles. This is an active role, it requires the active support of department staff. Each department must have two administrators.
• A Department Data Proprietor is the responsible party for the unit's data use and management policies. This is an active role, it requires the management of data.
• The Data Proprietor may also be an Account Administrator.
• DocuSign is being offered as a self-service application. Departments and units will be responsible for designing, implementing, and managing their business processes, workflow, documents (envelopes), and users, including training.

The DocuSign team is also available to consult/support your DocuSign projects. Please reach out by submitting a ticket to esignatures-support@berkeley.edu.

Training

DocuSign Training must be completed by Department Admins before being given acces to live DocuSign Production environment.

• Department Admin Training is detailed on the DocuSign MOU Instructions and Access page.
• Training for both Department Users and Department Admins can be found on the DocuSign Support and Resources page.
• DocuSign Training for all Departmental Users should be shared within the department by the Admin, and all Users should complete this training.

Ready to begin?

When your department is ready to get started, please:

• Check the list of current accounts to ensure your department doesn't already have an account.
  • If your department already has an account ask your Account Administrator for DocuSign access. The Administrator is listed on the same spreadsheet.
  • If you don't know your department, look it up in the Ledger(PDF file) Be sure to look for "Department' entry.
• If your department does not already have an account, then please complete the required MOU process.

Remember that individual users can only use DocuSign via their department or Region's account. If you already have a UCB DocuSign account and need greater permissions, have your DocuSign Department Account Administrator give you the correct permissions. If you are not sure who your Department Account Administrator is, look them up in this spreadsheet.

Technical support is available by submitting a ticket to esignatures-support@berkeley.edu.

More Resources:

• Access campus DocuSign in Production 
• Access campus DocuSign Demo 

Service Details