DocuSign Access and Form Location	All active University students, faculty, staff and affiliates have access to receive, complete and sign documents sent to them in DocuSign. Your VCU email address is required when logging in and you will be directed to CAS to enter your VCU eID and password. For general information and resources on DocuSign, click here.
Requesting Elevated Access	VCU employees have sender access defaulted, so if you only need to send templates then you do not need to request access. However, if you need to create templates, you need to follow the below steps to request author-level access. To request Author access, you will need to submit a service desk ticket. A new ticketing system, Cherwell, was recently implemented. Please submit all DocuSign requests through Cherwell. To request Author access, please follow the below steps: Click here and enter your VCU eID and password to login to Cherwell. This should take you to the home screen. Click New IT Support Ticket. Click Accounts & Access → Document Management → DocuSign → Request Account. Enter your eID or name in the Requested For section and your name should populate. Detail your request in the Request Description. Click Submit to submit your request. IT will confirm when your access has been granted.
Find the VCU Leave Forms	Login to DocuSign Test at https://appdemo.docusign.com/home and DocuSign Live at https://app.docusign.com/home 1. Click on Templates and go to All Templates or Shared with Me 2. Search for the name of the leave form needed.
Initiate a Template	Once you find the leave form template you need to initiate, follow the below steps: 1. Click on the template you need to initiate and you will see the below screen. 2. Click Use and fill in the names and email addresses of the recipients 3. Click Send to initiate the template. The template will go through the workflow without any further action needed from the sender. To track the status, login to DocuSign and go to your Home screen. Use the menu on the left to see if someone needs to act on it or if it is completed. You will also receive email confirmations once the template has been viewed and completed. HR Docs will receive a copy for routing and keying into Banner.
Printing and Signing the Medical Certification	To avoid an "in process" watermark on the medical certification form, please follow the below steps to download the form for your health care provider without that watermark. 1. When you receive the email notification that you have a form to review and sign, follow the link in the email to DocuSign. 2. Click on Other Actions on the right side of the screen. 3. Click Print & Sign. 4. Designate how you would like to re-upload the document and click Continue. 5. Click Download and a PDF copy of the form will download to your computer without the In Process watermark. 6. Once the form has been completed by your healthcare provider, log back in to DocuSign using the same email link. 7. Complete steps 1-3 again, but instead of clicking Download, click Return Document. 8. Upload the completed Medical Certification from your computer and click Finish.

If you are unable to scan the completed document, then complete the required fields in DocuSign and work with your HR Professional or HR Associate and they can upload the completed form for you.

If you have any questions, please reach out to VCU Leave at leave@vcu.edu

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