Part 7.75: How do I connect to DocuSign? - Uploading Google Form's generated files

Tell Me

1. Open one of the documents generated from your test form submissions that should have appeared in the file you created.

   1. This step is also where you can edit the documents before uploading. Once a document has been uploaded to DocuSign, you can no longer make edits.

2. Click Add-ons in the bar at the top of the page.

3. Hover your mouse over DocuSign - Electronic Signature for Docs and click the option Sign with DocuSign that appears to the right of the menu.

4. Click Start.

5.  

   1. You may need to select your @umbc.edu email and click Allow again.

6. On the page Who Needs to Sign the Document, select the appropriate option according to how this process will be utilized.

7. In the next window, make sure the correct template is selected for matching and click Apply.

   1. Click My Preferences in that menu.

   2. Select Template Matching under Signing and Sending in the menu on the left in the next page (should be towards the bottom).

   3. Lowering the Match sensitivity level should make it easier for DocuSign to match documents, especially if the template is very different from the generated document you are uploading.

   4. If you don't see an option for matching it could mean that you uploaded the template in DEV and not PRD or that you need to change your template matching settings.

   5. To change matching settings, log into DocuSign PRD and click your profile icon in the top right-hand corner of the page.

8. Add recipients and fields according to who needs to sign/receive a copy of the form.

9.  

   1. This is done in the same way as you would a typical document in DocuSign.

10. Once you have reviewed that everything in the envelope is how it should be, click Send.

11. On the next page you can either Close since the process is complete or see Document Details.