DocuSign Support

Note: We will be moving to Adobe Sign for users, starting August 1, 2023. Please visit the Adobe Sign page for more information and the transition schedule.

DocuSign is a secure electronic signature and digital transaction management platform that lets users sign, send, and manage legally binding documents anytime, anywhere, and on any device. DocuSign enables fully digital and automated workflows which save money, increase efficiency, and improve user experience.

DocuSign for Individuals

All Cal State LA students, faculty, and staff automatically get a DocuSign account. This account allows users to:

  • Access and sign documents that require their signature.
  • Upload and send documents for others to sign.
  • Check a document's status, send reminders, view audit trails, and store completed documents online.

To log in to your DocuSign account:

  1. Log in to the MyCalStateLA Portal.
  2. Click DocuSign on the Quick Launch menu.

DocuSign for Departments

Cal State LA departments that want to digitize their business processes and use a shared mailbox can request a DocuSign Group account. This account allows users to:

  • Access and sign documents that require their signature.
  • Upload and send documents for others to sign.
  • Check a document's status, send reminders, view audit trails, and store completed documents online.
  • Create and use templates and PowerForms.
  • Use a department email account to manage their DocuSign account.

DocuSign Group accounts are reserved for Cal State LA departments and must to be requested.

Requirements: A department email account is required to request a DocuSign Group account. If needed, fill out and submit the Department Email Account Request Form in ServiceNow.

To request a DocuSign Group account:

  1. Fill out and submit the DocuSign Group Account Request Form in ServiceNow.
  2. Once your request is processed, an account activation email will be sent from DocuSign to your department email account.
  3. Follow the instructions in the email to activate your DocuSign Group account. During the activation process, you will be asked to create a DocuSign password.

To log in to your DocuSign Group account:

  1. Go to the DocuSign Login page.
  2. Enter your department email address, and then click Continue.
  3. Enter your DocuSign password, and then click Log In.

Training Resources

Below are step-by-step tutorials on how to use DocuSign. For additional training resources, visit the DocuSign Support Center.

All Cal State LA users have the Signer role which allows them to review, complete, and electronically sign documents that are sent in a digital envelope.

All Cal State LA users have the Sender role which allows them to create, send, and manage digital envelopes and documents.

Note: Templates and PowerForms can only be created using a DocuSign Group account.

Envelopes

An envelope is a container used to send documents for signature. Envelopes can contain multiple documents and can be sent to several recipients.

Templates

Templates help streamline the sending process when you frequently send the same or similar documents, or send documents to the same group of people. You can use a saved template to start a new envelope. You can use the template as is or you can add additional files, modify signing fields, add recipients, and add or modify messages.

PowerForms

A PowerForm is a way to create a self-service document for signature without writing any code. A PowerForm is initiated from a unique, secure URL that you make available for signers to complete. PowerForms are created from a saved template.

Accessibility Requirements for Senders

DocuSign’s ability to provide an accessible document to signers is dependent on senders. It is the responsibility of senders to make sure a document is compliant before uploading it into the DocuSign platform.

DocuSign recommends using Microsoft Word to create accessible documents. Word includes tools that optimize documents for screen readers and has a built-in Accessibility Checker that verifies documents are compliant. Visit the Documents page of the Accessibility website for tutorials on how to create accessible documents.

Accessibility Support for Signers

DocuSign makes the signing experience accessible to users by supporting:

  • Screen reader usage which allows visually impaired users to follow the necessary guidelines to sign a document.
  • High contrast mode in all operating systems which allows colorblind users to have a better experience while signing a document.
  • Keyboard-only usage to ensure that any action can be executed using only this device.