Overview

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When someone sends you a DocuSign document requiring your electronic signature, you will receive an email from DocuSign.  Follow the steps below to create a signature and sign a DocuSign document.

Steps to Take

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1. Review DocuSign email

1. Open the email and review the message from the sender.
2. Click Review Document to begin the signing process:

2. Agree to sign electronically

1. Read the consumer disclosure
2. Select the checkbox I agree to do business electronically with UC San Diego
   
   1. Note: To view and sign the documents, you must agree to conduct business electronically
3. Click Continue

3. Start signing process

1. Click the Start tag on the left side of the screen to start the signing process
   1. You will be taken to the first tag requiring your action
2. Click the Sign Here tag

4. Adopt your signature (first-time user only)

The first time you use DocuSign, you'll be asked to adopt a signature:

1. Verify that your name and initials are correct.  If not, change as needed.
2. Pick a signature font.  Your choices are:
   • Accept the default signature and style.
   • Click Change Style and select a different signature option.
   • Click Draw.  Draw your signature/initials using a mouse, finger, or stylus on a touchscreen.
3. Click Adopt and Sign to adopt and save your signature information and return to the document.

5. Confirm signing

1. When you finish clicking all signature tags in the document, click Finish
2. A message will appear stating that you have completed your document.
3. The sender will receive a notification email and the signed document will appear in the DocuSign account.