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Step 1: Fill recipient information
  • Enter Full Name and Email for each recipient and click START FORM.

  • Note: After clicking START FORM, a DocuSign form will be generated based on the information provided and email notifcations will be sent.

  • When a form has multiple recipients, each recipient will receive an email when it is their turn to sign.


Step 2: Email Notification and Access
  • An email will arrive at the address specified in the previous step. Locate and click open the email from UCSC Financial Affairs via DocuSign. Click the gold button labeled REVIEW DOCUMENT to open the form in a new DocuSign window.

  • Note: If an email notification was not received, please contact finaff-tech@ucsc.edu.


Step 3: Filling, Signing and Submitting
  • In the new browser window, the DocuSign form will be displayed. Complete the necessary fields, apply signature where indicated and click FINISH when done.



Step 4: What to expect when finished
  • The form will automatically be routed to the appropriate Financial Affairs office.
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