The most common level of permissions for a Docusign user here 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 manage users is reserved for Delegated Administrators. 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, and 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 a lot of great tools for getting started with your experience creating and sending envelopes, which are linked below:

Sender Essentials Overview

• Docusign Account Tour
• Docusign Life Cycle
• Overview of a Sending Transaction

Launch Course

Additional Resources in DocuSign Support:

• eSignature Basics for Senders articles

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?  

Sending Without a Template

• Uploading Documents to Send
• Establishing Recipients and Workflow
• Adding Messaging and Personal Notes
• Establishing Reminders and Expirations
• Techniques for Field Placement
• Prepare and Sign Your Own Document

Launch Course

Additional Resources in Docusign Support:

How do I send a document?  

Send Using a Template

• Sending with Templates Overview
• Use a Template from your Template Folder
• Apply a Docusign Template to an Envelope
• Managing Template Settings as a Sender
• Use Multiple Templates in One Envelope

Launch Course

Additional Resources in Docusign Support:

How do I match a new template to a previously uploaded template?  

Managing Sent Envelopes

• Envelope Management Overview
• Folder Management
• Correcting In-Progress Envelopes
• Resending an Envelope
• Voiding an Envelope
• Managing a Signature Decline
• Download a Completed Envelope

Launch Course

Additional Resources in Docusign Support:

How do I manage sent envelopes?   How do I correct sent envelopes?   FAQ: Correcting Envelopes in Docusign  

Report Generation

• Using Standard Reports
• Creating a Custom Report

Launch Course

Using Document Labels

• Using Fields and Labels Overview
• Using Fields and Labels - Field Types
• Using Fields and Labels - Field Properties
• Using Fields and Labels - Data Labels

Launch Course

Bulk Sending

• Send Using Bulk Send Overview
• Preparing the Bulk Send Recipient List
• Preparing an Envelope for Bulk Send Recipients
• Using a Template with Bulk Send

Launch Course