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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.
University Affiliation
University Affiliation

Optional Additional Approval Information
Optional Additional Approval Information
 
 
 @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.
Section-Form-Submit-Failed
Form Submit Failed
We're sorry but there was an error submitting your request. Please contact finaff-tech@ucsc.edu and ask for assistance.