UW Delegated Administrators have the highest permissions level of all UW Docusign users. In addition to having the ability to create templates and add users, the Delegated Administrator is a role that comes with additional responsibilities and training requirements, such as:

• Serve as the initial point of escalation for Docusign questions on the team with an understanding that when granted this expanded access, they will be able to handle this responsibility.
• Manage the proper retention and disposal of documents created by their team in accordance with UW Records Management and all applicable privacy policies. 
• Inform the eSignatures team if you are leaving the UW or changing departments so that we can remove or update your access. 
• Be familiar with the materials provided for UW Senders and Signers.

In addition to the general permissions granted to UW Senders and Signers, Delegated Administrators shall:

• Manage users,
• Create and share templates, and
• Manage their team Groups and Signing groups. 

Docusign is not a repository. Ensure that you and your team are downloading and managing your completed envelopes for the appropriate retention period. If you are interested in exploring options for automating the download of your team's materials, contact us using our Get help with eSignatures (Docusign) form. 

Review the Delegated Admin Essentials training video. Below are the materials from Docusign that provide more information about accomplishing these tasks:

Managing Users and their Envelopes or Templates

• Add or edit users
• Remove users from Accounts
• Reactivate users
• Envelope Sharing Between Account Users
• Transfer of Envelopes and Templates Between Users

View this section in the Admin Guide

Managing Groups

• Add a group
• Rename a Group
• Delete a group

View this section in the Admin Guide

Creating and Sharing Templates

• Create Templates
• Share and Protect Templates
• Shared Template Folders
• Share a template by adding it to a shared template folder
• Remove a template from a shared folder
• Template Matching
• Related topics

View this section in the Admin Guide