Frequently Asked Questions

The best way to prevent a document from being returned incomplete is to make all of the fields required where you are expecting input from a signer(s). The envelope will not be able to move forward until all required fields are completed by each signer.

Yes. However, it is required that you use Two-Factor Authentication when sending a document to someone outside of the University. DocuSign offers Access Codes and/or SMS Codes to meet this requirement. 

If you need to send a single document to many individuals, you can use the Add Bulk Recipient button on the Send screen. It works very similarly to a Word mail-merge. You will be prompted to upload a CSV file containing the data to merge into the document. It is best to prepare such documents in advance and upload them as Templates from the Manage screen, because you need to place the tags and name them with the same names as the headers in your CSV file. Full details on bulk sending is available in the DocuSign Service User Guide

It may be desirable to re-send an envelope that was sent previously. This is especially useful for envelopes that expired before they were completed, or for sending nearly the same envelopes out to several different recipients. To send an old envelope again, select the old envelope from the Manage screen, then pull down the Actions list and select Clone. The original envelope settings and documents will appear. Make any necessary changes and Send the envelope.