DocuSign will allow you to:

  • Electronically collect signatures.
  • Create an online forms.
  • Automate the routing of a form.

Approved Uses

At OSU, DocuSign may be used for signing forms sent from one University employee to another. Documents collecting student information must follow the Digital Signatures and Digital Workflows Policy.  Any other uses must receive additional approval.

Electronic Signatures

If you have documents which you would like to have people sign electronically, start by viewing the document sender training videos. Once they have been viewed, submit a request to receive document sender access.

Form Templates

If you need to collect more than just a signature, you will need to work with a designer to create a template. Anyone can become a template designer, simply complete the template designer training and request designer access at [email protected].

Once you have a designer willing to create your form, submit a form design request. Your idea will be reviewed by the OSU DocuSign team. More complex ideas may need to go through the business process reengineering (BPR) process to ensure you are getting the most value out of DocuSign. If BPR is not required, then your designer can begin working on the form right away

Once your form is complete, a member of the DocuSign Steering Committee will need to approve your template.

For more details on this process read about DocuSign at OSU.