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”.
Click "New GSA Document Set"
  • 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. 
Create a new document set and give it a name and add requestor.

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.
save the new document set.

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. 
Save the new GSA document set.

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.
Share the GSA document set with the requestor.
  • Select the document set and click "Share".
Other way to share the document set - click "view draft GSA documents"
  • Add the Requestor and click "Send".
Add the requestor to share the document set with them and click send.


Keywords:
GSA,Document,Set,Contract 
Doc ID:
95627
Owned by:
Nichole W. in Extension Handbook
Created:
2019-11-07
Updated:
2024-08-19
Sites:
Extension Handbook