Can't Find What You Need?
Have a Suggestion?
Browse by Category
This guidance is being provided by the Disbursements area of the Controller's Office. Note that DocuSign is the preferred alternative to collecting a handwritten signature and can be used whether you are telecommuting or working on campus. Disbursements will continue to accept email authorizations in lieu of signatures until July 6, 2021, for the Travel Forms Package, e.g., Travel Authorization (TA) and Travel Reimbursement Expense Report (TRER), Mileage & Transportation Form (MTR), and Employee & Student Direct Pay Request (ESDPR).
Please check with other departments/units before submitting a digitally signed form to verify they allow this alternative.
Forms you can submit to Disbursements via DocuSign
Part 1 - Convert your file to a PDF
Skip to Part 2 if the file you are using is already in PDF format.
The lead page in the PDF file should always be the signature page. Subsequent pages should be assembled in a logical, easy to follow order and include receipts and other supporting documents.
Note
You can also use the Adobe toolbar to add referencing and highlighting, as necessary.
Part 2 - Get the form signed using DocuSign
Add recipients to the envelope. Once the file finishes uploading, add your recipients’ information (starting with yourself if you need to sign).
Note
It's a good idea to click the box that says Set signing order to ensure the document is signed in the correct order
Part 3 – Downloading and saving files
Part 4- Submit document via the Information Document Submission (IDS) eForm
If a document is submitted through IDS, do not submit a hard copy via campus mail.
At this time, you may still print off and send in hard copies instead of using the IDS eForm. However, using the IDS eForm is the more efficient submission method.
Payment status contact info.
Email Disbursements at travel@uncc.edu to check the status of a payment. The IDS eForm provides a way to submit documents to Disbursements for processing not to check the status of a payment.
Additional resources are available at DocuSign FAQs