Purpose:
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Getting Started:
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Purpose:
Quick "How To" steps to get started with using DocuSign.
Intended Audience:
Faculty & Staff
Getting Started:
First, log in to your DocuSign account using your RamID and Password at
If you do not have a DocuSign account, submit a RamTech ticket requesting access to DocuSign.
Step 1 Upload your document
From your DocuSign Account, click NEW, then click Send an Envelope.
Click UPLOAD A FILE to upload a document from your computer, or click GET FROM CLOUD to upload a document from an online location. Locate the document you want to upload and click Open.
Step 2 Add the recipient
In the RECIPIENTS field, enter the recipient's name and email address.
Step 3 Add the email subject and message
DocuSign automatically adds an email subject when you upload a document. You can edit this subject and add a message to the recipient by filling in the MESSAGE fields.
When finished, click NEXT.
Step 4 Add signing fields
The Fields Palette and your document appear. The recipient name is displayed in the Recipients List.
To assign a signature or other field for the recipient, click and drag a field from the Fields Palette and place it on the document.
Step 5 Preview and send your document
Review your document, then click SEND.