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Contracts & Agreements - General Signatory Agreements (GSA) - Create a Document Set

As part of the General Signatory Agreement (GSA) workflow, an Extension supervisor will create a document set in SharePoint. This will be a folder where the cover sheet and agreement will be stored for review and approval by Extension before being sent to UW-Madison.

Note: These instructions must be completed by a supervisor. 

Navigate to the GSA SharePoint Site

  • You will need your UW-Madison NetID and password to log in.
  • You may be required to use Duo MFA. 

Create a New GSA Set

  • Click “New GSA Document Set”.
/images/group419/shared/GSAWorkflow/NEWNewGSADocumentSet.png
  • Fill out the document name using this format:
    • [Name of Requestor] - [Type of Agreement] - [Outside Organization/Signatory]
  • Note: Document Type is a default field that we cannot remove. You do not need to fill this in. 
/images/group419/shared/GSAWorkflow/NewDocumentSet.png

Save the New GSA Set

  • Click "Save."
  • You will be taken to the new document set. A new cover sheet for the agreement will be automatically created in the document set.
/images/group419/shared/GSAWorkflow/NewCoverSheetinDocumentSet.png

Share the GSA Set with the Requestor

  • When you finish creating the document set it will be shared automatically with the Requestor in an auto-generated email. 
/images/group419/shared/GSAWorkflow/NewDocumentSetAutoGeneratedEmail.png

Other Ways to Share Document Set

  • Navigate to Draft GSA Documents by going to the GSA SharePoint Site and clicking on View Draft GSA Documents.

/images/group419/shared/GSAWorkflow/NEWVewDraftGSADocuments.png
  • Select the document set and click "Share".
/images/group419/shared/GSAWorkflow/ShareDocumentSet.png
  • Add the Requestor and click "Send".
/images/group419/shared/GSAWorkflow/SendtoRequestor.png





Keywords:GSA,Document,Set,Contract   Doc ID:95627
Owner:Nathaniel S.Group:Extension Employee Handbook
Created:2019-11-07 11:18 CSTUpdated:2020-04-30 11:52 CST
Sites:Extension Employee Handbook
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