Training and DSA Roles

UFDocuSign is an electronic signature service that allows you to securely sign and initial an electronic document instead of a paper copy. You can also send electronic documents for signature—to one person or many people—and easily see the status of the documents you send.

Anyone in the world can sign documents sent via UFDocuSign.  No security role is required. However, if you want to send documents or create document templates, you will need to complete online training and request a security role. Please know, it can take up to two business days to enable your UFDocuSign permissions after your DSA requests the role.

Contact information for Department Security Administrators are located at: http://files.it.ufl.edu/identity/DSA.pdf

SENDERS

If you want to send documents via UFDocuSign for electronic signatures, you will need the UF_N_DOCUSIGN_SENDER role. To get this role, please complete PST280 – UFDocuSign Sender Training and then request the role from your DSA.

AUTHORS

If you want to send documents for electronic signatures as well as create, edit, and share UFDocuSign document templates for use within a department or business unit, you will need the UF_N_DOCUSIGN_AUTHOR role. To get this role, please complete PST290 – UFDocuSign Author Training and then request the role from your DSA. ​

Note: Users who want to be able to create templates only need to take the Author course. The Author role includes the ability to send documents.

 

ASSISTANCE

If you need assistance getting started with UFDocuSign, please email UF-DocuSign@ufl.edu.