How do I create a DocuSign form?

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• Take an existing form and upload it to DocuSign
  • If you have an existing hard copy form, re-create a digital file
  • Once it is in an electronic format (Adobe PDF, Word Doc, Excel spreadsheet, JPG, GIF, TIFF, etc.), the form can be uploaded to DocuSign.  
• Once the form is in DocuSign, it can be routed for signatures. 
• If a custom, reusable form is needed, contact the IT Service Desk, 75500 or help.uncc.edu.
  • The OneIT Imaging and Workflow team will review the request and follow up regarding timing.
  • The time it takes to get the custom form created will vary depending on work load.
• See these DocSign instructions for sending a document for eSignature.

Related FAQs

• Page:
  How do I create a DocuSign form?
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  What happens to DocuSign documents when a user is no longer in my department or leaves UNC Charlotte?
• Page:
  What is DocuSign?
• Page:
  How do I share or transfer all of my DocuSign documents to other users within UNC Charlotte?
• Page:
  How do I create a reusable form template for routing and signatures?