Using DocuSign for Electronic Signatures

The National Institutes of Health will require PIs/PDs and Senior/Key Personnel to electronically sign Other Support (OS) documents for submissions on and after January 25, 2022. This will include OS submissions in applications, as part of Just-in Time reports, and in Research Performance Progress Reports.

UW-Madison has a license to use the electronic signature software, DocuSign. DocuSign is an easy-to-use program that enables faculty and staff to upload, route, and sign documents. Below we have posted several desk references and videos to help researchers and research administrators accomplish necessary tasks.

Sign Into DocuSign

For Researchers

• How to activate a DocuSign account:
  DocuSign Activation Process (Desk Reference)

• How to upload and sign a document (requires a DocuSign account):
  

  Video - Four minute video that describes how to upload and sign your own Other Support document

  Desk Reference - PDF document that shows how to upload and sign your own Other Support document

• How to sign a document (does not require a DocuSign account):

  Video - a less than three minute video that shows how to sign an Other Support document prepared by an administrator

  Desk Reference - PDF document that shows how to sign an Other Support document prepared by an administrator

For Research Administrators

• How to activate a DocuSign account:
  DocuSign Activation Process (Desk Reference)
• How to upload document and request a signature:
  Video - 5-minute video that describes how to upload an Other Support document and request a researcher's signature
  Desk Reference - PDF document that shows how to upload an Other Support document and request a researcher's signature