Creating Digital Signatures using DocuSign


When should DocuSign be used?

Any time a verifiable signature is required, but signing in person isn’t feasible, DocuSign is an appropriate, trusted substitute.

Who should use it?

Using DocuSign typically involves at least two people: the person who needs the document signed (an administrator, for instance, who may need to gather signatures from multiple faculty members), and the person or people who will sign it.

 

If you’re a signer, and someone else is requesting the signature

Your role is simple: you don’t need a DocuSign account or any special access, just an email address. You’ll just follow the emailed instructions from DocuSign, and will then receive a copy of the signed document when it’s complete.

 

If you’re requesting a signature, or signing for yourself

You’ll need to be added to the University’s DocuSign account, and do some simple training.

 

What is an envelope?

In DocuSign, an envelope is a container for documents that you send to a recipient to sign. An envelope can have one document or many documents, and one signer or many signers.

 

How to get started with DocuSign

If you’re the person procuring a digital signature (for others, or yourself):

 

  1. Request access to the University account via Service Now.

 

  1. After you have access, explore training resources on the DocuSign Learning Portal. Log in using the steps below, and if prompted, select “eSignature/Rooms/CLM” as the account type. (There is a fee for advanced courses, but the basics are available for free.)

Logging in to your account (or the learning portal)

  1. Go to docusign.com and click Log in.
  2. Enter your Princeton email address, then click Next.
  3. Click the blue Use Company Login bar.
  4. Log in as usual using Princeton’s authentication prompt.