Requesting a Signature in DocuSign

When to use:

When you need to send a PDF or other document for to sign digitally.

To replace a process where something is physically signed (provided all parties agree on the digital method and it is suitable to use digital signatures)

Requesting a Signature:

Note: The recipient must have a UMass Login in order to initiate this DocuSign feature.

Sign in by going to docusign.com then entering your NetID Email in the format of netid@umass.edu.

Important: If you are getting documents signed on behalf of a department it is better to use a shared subsidiary account, so multiple people can log in and see the progress of signatures, and so that signatures can stay verifiable even after you leave the university.  

Once you enter your Email, you will be redirected to the familiar UMass Web Login portal. Enter your NetID and password.                         

On the homepage, click on New then select Send an Envelope. 

Click Upload and select your PDF or other document file. 

Enter the Name and Email of the person you’re sending to. If there are more than one recipients, click on ADD RECIPIENT.

Change the Email Subject and add Email Message if you want. Click NEXT at the top-right when done. 

Add the necessary Standard Fields for the recipient to fill. Check your work in RECIPIENT PREVIEW then click SEND when everything is done. 

That’s it! The recipient will receive an Email to sign this in DocuSign. All parties will receive a final signed copy.