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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.
University Affiliation

Optional Additional Approval Information
 
 
@ucsc.edu
CruzID field cannot contain an email alias or Google group

DocuSign access is controlled through CruzID Gold. Please be sure this is an actual CruzID and not an email alias or Google group. Using an alias will result in an error when logging into DocuSign to view this document.
Title

Test
Title

Test
CruzID field cannot contain an email alias or Google group

DocuSign access is controlled through CruzID Gold. Please be sure this is an actual CruzID and not an email alias or Google group. Using an alias will result in an error when logging into DocuSign to view this document.
Form Submit Failed
We're sorry but there was an error submitting your request. Please contact finaff-tech@ucsc.edu and ask for assistance.
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