Sponsored Guest Account Document Upload Form Processing Manual

Tags docusign

System Access Restrictions

The ability to view items and complete actions within DocuSign is restricted based on approved system security access.  Requests for access to the Sponsored Guest Account Document Upload Form can be initiated by submitting a Help Desk request.

Navigate to the DocuSign UNC Charlotte Account

  1. Go to docusign.charlotte.edu.
  2. Enter your NinerNET credentials in the Web Authentication screen that appears and click Log In.
  3. Click your profile icon in the top right corner of the Home screen and, if the account name shown is not UNC Charlotte, then select Switch Account from the drop-down and select UNC Charlotte from the list.

NOTE:  For most users their default account at login is UNC Charlotte and switching to the account will not be required.

Switch Account

Navigate to Shared Templates to Initiate a Request

  1. Click Templates at the top of the DocuSign Home screen.
  2. On the left side menu click Shared with Me.
    Shared with Me
  3. Click the USE button to the right of the Sponsored Guest Account Document Upload Form template.
    Click the Use button
  4. Enter the guest's Name, and Email (should not be @uncc.edu or @charlotte.edu), update the standard Email Message, if desired, and then click the SEND button.

Sponsored Guest Account Document

Manage Initiated Requests

  1. Click Agreements at the top of the DocuSign Home screen.
  2. On the left side menu click Sent.
  3. Review the Status of the requests that you initiated in the list that opens.  The Subject will have the name of the guest appended at the end.
    Review the Status
  4. If needed, click the RESEND button to the right of a form to have a reminder email sent to the guest for form completion.
  5. Once the form is completed, a completion email will be sent to the form initiator as long as their preferences are set to receive those email notifications.
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