DocuSign

DocuSign is a cloud-based platform that provides electronic signature technology, allowing users to send, sign, and manage agreements digitally, eliminating the need for physical signatures and paper-based workflows.  

As a Signer: 

• Signing a Document
• Signer: Managing your DocuSign Account

As a Sender: 

• Routing a Document for Signature(s)
• Routing a Document for Signature(s) (Initiated via URL)
• Sender: Managing your DocuSign Account
• Sending a Form using a Template

As a DocuSign Template Admin:

Why become a DocuSign Template Admin?

• I want to create and share template documents.
• I want to bulk send envelopes.
• I want to own and/or edit templates.

To become a DocuSign Template Admin, you will need to:

1. Assign yourself the ‘DocuSign for Template Admins’ course in SuccessFactors here:  DocuSign for Template Admins Training  Complete the course and pass the quiz.  (You MUST assign the course to yourself for proper tracking.)
2. Review Purdue’s data handling policy here: https://www.purdue.edu/securepurdue/data-handling/keys-to-securing-data.php
3. Attest that templates created by you will not include restricted or sensitive data.
4. Once these steps are completed, submit a ticket to it@purdue.edu with your agreement to #3 and career account email.
5. Template admin access will be granted after course completion is verified.

Please follow these steps carefully to gain necessary access promptly. 

Questions should be directed to it@purdue.edu.