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Submit Instructions
Step 1: Fill recipient information
Enter Full Name and CruzID/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.
Up to one additional approver can be added to the workflow for the form below, using the optional additional approval checkbox.
(Recipient example image, fields may differ on individual forms.)
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
Upon completion of the DocuSign Envelope the form will automatically be routed to the appropriate Financial Affairs office.
Please Select a Category
CTE Card
Instant Card
General Payee Setup
Pro-Card
Procurement & Supply Chain
Travel
Please Select a Form
Card/Cash Repayment
Missing/Lost Receipt
User Agreement
Please Select a Form
Card/Cash Repayment
Missing/Lost Receipt
User Agreement
Please Select a Form
Event Host Certification
Please Select a Form
Vendor Electronic Funds Authorization
Please Select a Form
Card/Cash Repayment
Missing/Lost Receipt
Pro-Card Agreement
Pro-Card Application
Pro-Card Modify/Close
Pro-Card Statement
Please Select a Form
Independent Contractor Request
Please Select a Form
Card/Cash Repayment
Post-Travel Expense
University Affiliation
University Affiliation
UCSC Faculty, Staff, or Student (CruzID Gold Access)
Non-UCSC (Campus Affiliates, Vendors, Other)
Selected Cardholder Category
Please Select a Cardholder Category
Employee Cardholder
Student Cardholder
Include Optional Additional Approval?
Optional Additional Approval Information
Optional Additional Approval Information
Please Select a Role
Budget Authorizer
Department Head
Research Accountant
Research Admin Manager
Other
First Name
Last Name
CruzID
@ucsc.edu
CruzID field must contain an active CruzID and not an email alias or Google group
DocuSign access for UCSC is controlled through CruzID Gold. Please be sure this is an active CruzID and not an email alias or Google group. Using an alias, group, or inactive account will result in an error when attempting to log into DocuSign to view this document.
Submit Section
Title
Test
Title
Test
CruzID field must contain an active CruzID and not an email alias or Google group
DocuSign access for UCSC is controlled through CruzID Gold. Please be sure this is an active CruzID and not an email alias or Google group. Using an alias, group, or inactive account will result in an error when attempting to log into DocuSign to view this document.
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and ask for assistance.
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