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The most common level of permissions for a Docusign use at the University of Washington is a UW Sender with templates. In this role, you are able to:

Create and send envelopes,
Use envelope templates that have been created by your team's Delegated Administrator(s) and shared with you, and
Manage your sent envelopes.

The ability to create templates and other functions is reserved for thos with Delegated Administrator permissions. There will be cases where your team may have set you up as a Sender without the ability to use templates, which may be necessary depending on your team's use cases for Docusign. If you have questions on your permissions, you can consult with your team's Delegated Administrator. If you're ever unsure who that person might be or have more in-depth questions about a process in Docusign, reach out to the eSignatures team and we will assist you.

Docusign provides many tools for getting started with your experience creating and sending envelopes, which are linked below:

Updating Profile Settings

Customize Your Profile
Defining Your Signature
Using Email Notification Settings

Launch Course

Additional Resources in Docusign Support:

How to change your signature or adopt a custom signature?

Switching to your New Account

If you have viewed or signed a document through Docusign at UW in the past, you have a user profile automatically created for that purpose in the "UW Signers" account. If you have a new departmental sending account, your profile may still default to the "UW Signers" account, which has no sending privileges. You can resolve this by switching to your sending account and setting that up as your default profile.

Follow the instructions below to switch accounts and set up your default profile.