DocuSign Resources & Support
WashU Resources
Information & Guides
Using DocuSign with SharePoint – Installation, sending documents, sending with templates, signing, and advanced settings
Powerforms – Create self-service documents for signature that can be initiated from a unique, secure URL or embedded on a website
Security and Best Practices (PDF)
Delegated Administration (PDF) – Sharing admin responsibilities with other users (only available for WashU department-specific subaccounts)
Learn@Work
- DocuSign 101
- Learning DocuSign
- PowerForms
- Creating Templates
- Advanced Template
- Advanced Recipient Workflow
- DocuSign FDA Part 11 eSignature (required for DocuSign FDA Part 11 accounts)
Vendor Resources
Self-Paced Learning
Get Started Sending with eSignature – Send your first envelope, set up your DocuSign profile, perform envelope actions after sending, and send from a mobile device
Customize eSignature Sending Options – Assign recipient actions for sending, configure envelopes for sending, customize fields for sending, and manage your envelopes
Video Tutorials
Create a Template – Templates streamline the process when frequently sending the same documents
Correct an Envelope – Add, delete, reorder or replace documents
Additional Vendor Resources
DocuSign University – Self-paced and hands-on learning
How to Manage Fillable PDF’s in DocuSign
Switch Accounts and Set a Default Account
Managing Contacts – Adding, editing, deleting, and sharing contacts
Bulk Send – How to Transition to Bulk Send V2
DocuSign CFR Part 11 Module – Features and Functions Not Available
Support
Self-Help
DocuSign Support – Primarily documentation with some videos on how-to’s, FAQs, and troubleshooting
DocuSign Community – Users ask and answer questions
WashU DocuSign User Group (Microsoft Teams) – WashU users ask and answer questions, and share resources
Report an Issue to DocuSign
Open a case with DocuSign for your issue:
- Go to the DocuSign Support site and select Continue under eSignature Rooms CLM.
- Log in with your WashU email address.
- Note: You will have to log in with your WUSTL Key if you are not logged in to another WashU app.
- Select the case subject and then Add Case Details.
- Complete the form and then select Submit Case.
WashU IT Help Desk
Report an Issue
For issues that cannot be resolved through the available support resources, please report an issue through ServiceNow, email ithelp@wustl.edu or call 314-933-3333.
Request Additional Services
To send envelopes through DocuSign, submit a ServiceNow request for DocuSign Sender Access.
For assistance with workflows that are complex or conditional, submit a ServiceNow request for DocuSign Advanced Workflows Assistance.
To request access to an existing template sharing group or the creation of one, submit a ServiceNow request for DocuSign Template Group.