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DocuSign

What is DocuSign?

DocuSign is a software application that allows people to electronically sign documents. It enables users to upload and send documents, track the status of those documents, and obtain electronic signatures from the parties envolved.

Frequently Asked Questions

1. How do I request access to the 21 CFR Part 11 compliant instance of DocuSign?
   1. Submit an access request here.
2. How do I request access to the non-compliant instance of DocuSign?
   1. Submit an access request here.
3. DocuSign accounts can only be granted to users with email address ending in @wisc.edu 
   1. The State of Wisconsin Department of Administration is the older of the contract with DocuSign and therefore can only be used by those within UW System.
4. What instance of DocuSign should I request access to?
   1. UW Madison
      1. The generic DocuSign instance utilized by most members of the university.
      2. Sending envelopes does not incur a cost.
      3. This instance is NOT 21 CFR Part 11 compliant.
   2. UW Madison: SMPH Clinical Research
      1. A 21 CFR Part 11 compliant instance for use with FDA regulated clinical trials.
      2. Sending envelopes from this instance incurs a flat cost per envelope sent.
   3. UW Madison: Carbone Cancer Center
      1. This instance is now deprecated. If you worked in this instance you will need to request access to UW Madison: SMPH Clinical Research.
5. How do I login using Single Sign-On (SSO)?
   1. Enter your UW email address and select Next
   2. 
   3. Select 'Use Company Login'
   4. 
   5. You will be redirected to UW NetID Login page, if not done already
6. How do I know what instance I am signed in to?
   1. Select your profile picture on the top right of the home page and observe the drop down window:
   2. 
7. How do I change my instance?
   1. Select your profile picture on the top right of the home page.
   2. Select 'Switch Account'
   3. Select the desired instance:
   4. 
   5. Note: If you do not see the 'Switch Account' option, you only have access to a single instance of DocuSign and will need to request access to other instances.
8. How do I send an envelope?
   1. Refer to this video by DocuSign: Send a CFR Part 11 Envelope with DocuSign (Video)
9. How do I sign documents in an envelope?
   1. Refer to this video by DocuSign: Sign a CFR Part 11 Envelope with DocuSign (Video)
10. What if I have additional questions about using DocuSign?
    1. Refer to this guide by DocuSign: eSignature Basics for Senders
    2. For template related questions, refer to these guides and videos by DocuSign: Template Creation and Use with DocuSign
    3. If you need to create a support ticket, you may do so here: Clinical Trial Application Support Help Desk

Related Documents

• SOP-DS-001 - Acronyms, Definitions, and Roles
• SOP-DS-002 - Access Control
• SOP-DS-003 - Document Management
• SOP-DS-004 - Electronic Signatures
• DocuSign: Statement of Use