DocuSign Forms FAQs

Can I check the progress of a form?
Who is required to sign the Form? 
How do I resend notifications to other signers?
Where can I find an attachment, if one was uploaded? 
Why can't I see all of the forms I have signed (or received email notifications for) in Docusign.com?
What if a role is not showing up in the Check Recipients list? 
What if I need to make a change to the form?
 


General

Can I check the progress of a form?

Updated 9/18/2020
  • All individuals in the workflow, including the Student and Graduate Program Assistant, can check the status of the form. (1) Log into DocuSign using your TAMU email. (2) Click on the ‘Overview’ section of the main DocuSign page. (3) Then click on the form you want to track. You will be able to see who has signed and how is next in the queue.
  • In addition to being able to check the status, the first and last person to sign the form (the Student Initiator and the Graduate Program Assistant) will be able to download, review, and print a copy of the completed document once all signatures have been added.
  • A notification will also be sent to the Initiator if the document cannot be signed or is denied by any signer for any reason.

Who is required to sign the Form?

The workflow document shows the parties who sign the form before it arrives at OGAPS.

Signing/Reviewing

How do I resend notifications to other signers?

If you are listed in the Graduate Program Assistant role, you are able to resend notifications and update recipients. Please follow the instructions in the attached guide to resend notifications to other signers. 

Where can I find an attachment, if one was uploaded?

If attachments were required/included, they can be found by scrolling to the end of the document.

Why can't I see all of the forms I have signed (or received email notifications for) in Docusign.com?

You will only be able to see the forms initiated after you have linked your TAMU account in Docusign. 

To link your TAMU account in DocuSign, log into DocuSign using the blue Use Company Login button. Logging in will automatically link the account with your NetID and allow you to later check the status of documents submitted, signed, or awaiting action from your @tamu.edu account.

What if a role is not showing up in the Check Recipients list?Grad-Program-Assistant-View-Pop-up-of-Signers.PNG

Only roles that the Initiator completed will show in the list for the Graduate Program Assistant to update.

There might be a case, though, when the Initiator did not complete a section of the form but that you learn that role is needed. One example might be if you learn that a Committee Substitute is required but the student did not include that information. In this case, select “Void” or “Decline to Sign” and the form with the missing role (Other Actions menu). The Initiator will then receive an email that the process stopped, and the Initiator will then need to re-submit a corrected form. This short video provides more information.

What if I need to make a change to the form?

This brief video offers an overview. In short, as long as the “Update Recipients” status is still available for the Graduate Program Assistant, they can make changes for the next person in the workflow—that is, the next person to sign. They cannot use this feature to make changes for people who have already signed.

If you find you need to add a role or make changes where someone has already signed, then choose the “Other Actions” button in the top right, and select “Decline to Sign” or “Void” option. This will void and delete the document. You should communicate to your student directly the reasoning for declining to sign so the original issue is not duplicated.

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