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

• Create and send envelopes
• Manage your sent envelopes
• Use shared envelope templates created by your team's Delegated Administrator(s) 

The ability to create templates and other functions is reserved for those 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 Docusign use cases. If you have questions about your permissions, consult with your team's Delegated Administrator. If you are unsure who to contact or need more detailed guidance on a Docusign process, use our Get help with eSignatures (Docusign) resource for support.

Docusign is not a repository. Download your completed envelopes and coordinate with your Delegated Administrator to place them in the team’s storage location for retention.   
 
Docusign offers the following resources to help you get started with creating and sending envelopes: 

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Updating Profile Settings

Customize Your Profile

• eSignature: Update your Docusign profile and preferences

Create and Manage Your Signature 

• Create Your Signature

Using Email Notification Settings 

• Manage Notification Preferences

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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.  

• How to switch an account
• How to set up a default profile 

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Understanding Sender Essentials 

Getting Started

• eSignature Basics for Senders 

Navigating your Docusign Account

• How to navigate your account | eSignature 

Sending a Document for Signature 

• How do I send a Docusign document?

Monitoring Docusign Envelope Status 

• Envelope Status

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Managing Sent Envelopes 

Accessing and Managing Envelopes

• Managing Envelopes 

Managing Folders 

• Folders 

Voiding an Envelope 

• Void Envelopes 

Correcting In-Progress Envelopes 

• Correct an Envelope 

Resending an Envelope 

• Resend Envelopes 
• When to Use Resend

Downloading Completed Envelopes 

• Download Documents 

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Sending With a Template 

Using a template to create an envelope 

• Use a Template to Create an Envelope 

Locating a template that has been shared with you 

• Locate Templates 

Applying a Docusign Template to an Envelope 

• Add a Template to an Envelope 

Managing Template Matching Preferences 

• Template Matching 

Using Multiple Templates in One Envelope 

• Apply multiple templates to the same envelope 

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Managing Bulk Send 

Using Bulk Send

• Bulk Send Overview 
• Bulk Send Work Process (includes video demo)

Creating a template is not part of the sender role. If you plan to use Bulk Send as the sender, you will need to work with a Delegated Administrator who can create the template for you.

Using a Template with Bulk Send

• Create a Bulk Send from a Template

Preparing the Bulk Send Recipient List

• Add Recipients Information