Showing posts with label e-signature. Show all posts

Update to CSU Policy for Electronic and Digital Signatures

by Anonymous in , , , , , , ,

An important update to the CSU Policy for Electronic and Digital Signatures was released today, which provides some clarification for the use of electronic signatures in signing contracts and other internal and external documents.

Some notable changes includes the following language:

Electronic signatures may be used for bilateral contractual and legal documents, unilateral contracts and other University controlled documents, internal campus and Chancellor's Office forms and approvals, and external forms and approvals. 
Campuses must develop policies and procedures to identify, evaluate, and document who may use simple electronic and digital signatures and where simple electronic signatures are permitted and digital signatures are required.

Campus and Chancellor's Office policies and procedures for electronic signatures must meet CSU electronic and digital signature standards and may be used for transactions between the CSU and outside parties only when approved by the campus Vice President for Administration/CFO and when both parties have agreed to conduct transactions by digital means.

Campus and Chancellor's Office procedures must document the person by CSU position who is authorized to sign, approve, and/or prevent unauthorized actions from being taken as a result of an electronic signature.

Both the policy and the CSU Electronic and Digital Signature Standards and Procedures, 8100.S01 define the differences between electronic and digital signatures. In addition, 8100.S01 describes a risk assessment methodology that campuses may use to assess its procedures relating to electronic and digital signature.

Have questions about the differences between electronic and digital signature, and which method is appropriate? Please contact CSUCI Information Security. 

Migration from Docusign to Adobe Sign - June 1 Deadline

by Anonymous in , , , ,

In conjunction with Information Technology Services, the Division of Business & Financial Affairs (BFA) is in the process of migrating all of its existing DocuSign forms and templates into Adobe Sign, CSUCI's new electronic signature platform.

This migration has been underway since fall 2019. BFA chose Adobe Sign to replace Docusign in order to expand the campus' capabilities for electronic signature, and manage the costs associated with this expansion. Adobe Sign provides most of the features of Docusign at a greatly reduced cost.

As someone who has initiated or signed forms in Docusign, please note that you must migrate any existing Docusign forms/process to Adobe Sign no later than June 1, 2020.

Campus units/departments that own form/process workflows in Docusign (i.e., form "owners") are responsible for:

  1. Participating in training for Adobe Sign
  2. Migrating their form/process to Adobe Sign
  3. Archiving any completed forms in Docusign into your own campus repository (such as Dropbox or a campus network shared drive)
Any forms/processes not migrated from Docusign after June 1 will cease to function. In addition, you will no longer be able to access any documents signed in Docusign after June 1, so if you require a copy of those signed forms, please archive them into your own campus repository (such as Dropbox or a campus network shared drive).

Instructor-led live training webinars for Adobe Sign is offered every Friday afternoon into April. To RSVP, visit CSUCI's Adobe Sign Resources page.

In addition, the training sessions have been recorded and are posted for on-demand viewing on CSUCI's Adobe Sign Resources page. We encourage you and your staff to view or attend these training at your earliest convenience to learn how to use Adobe Sign.

If you require assistance with migrating your form or process from Docusign, please submit a support request from the "Get Help with Adobe Sign" service page.

We encourage you to share this message with any colleagues who may be impacted by this transition.

Thank you for your cooperation through this transition, and please submit a support ticket with any further questions about this migration.

Adobe Sign support site

by Anonymous in , , , , ,

Information Technology Services launched a new support site this week for Adobe Sign, CSUCI's new electronic signature tool:

Screenshot of Adobe Sign support site at CSUCI


On the site, you'll find a number of short video tutorials on completing common tasks in Adobe Sign such as:
  • Preparing and sending a document for review & signature
  • Filling out and signing a document
  • Correcting a document sent for review & signature
  • Cancelling/voiding a document
As a reminder, CSUCI is transitioning away from Docusign to Adobe Sign. All existing Docusign forms must be migrated from Docusign to Adobe Sign by June 1. We encourage you to sign up for an Adobe Sign workshop (offered weekly) as soon as possible to learn how to use the new platform. Visit the support site to sign up for an upcoming workshop.

Training for Adobe Sign; transition from Docusign

by Anonymous in , , , ,

Adobe Sign is an electronic signature platform that can be used to sign documents electronically, and route them to others for electronic signature. Adobe Sign is replacing Docusign at CSUCI. Information Technology Services, in conjunction with the Division of Business & Financial Affairs, is working to complete the migration of existing Docusign forms into Adobe Sign by June 1.

To support this transition, starting this Friday, March 27, Information Technology Services (ITS) will be offering 2 Adobe Sign training workshops on a weekly basis.


Workshops are free and open to University faculty and staff.  Each workshop is 60 minutes and will be held via Zoom.

Part 1 requires no prior Adobe Sign experience, and covers the basics of sending existing forms, signing forms, and introduces routing of ad-hoc forms.

Part 2 requires completion of the Part 1 workshop, and covers form design, templates, and workflow.

UPDATE 4/14/2020: a new Part 3 workshop has been added. For participants that have completed Part 1 & 2 training, the Part 3 workshop is offered in an open "virtual office hours" format. Participants are encouraged bring their forms, processes and general questions for discussion. Participants also can get help with building forms from CSUCI Adobe Sign support staff.

Faculty & staff may RSVP for Part 1, 2 and 3 workshops here. Registrants will receive a link to the Zoom session.

If you have any questions regarding Adobe Sign, please visit the Get Help with Adobe Sign page to submit a support request, or call the Solution Center at 805-437-8552.

Migration from Docusign to Adobe Sign

by Anonymous in , , , , , , ,

In order to manage service costs and enable wider use of electronic signature and "paperless" processes, the Division of Business and Financial Affairs (BFA) has selected Adobe Sign to replace Docusign as an electronic signature tool. Adobe Sign provides comparable (or improved) functionality to Docusign at a fraction of the cost. Because of the advantage in pricing, we have been able to secure a much broader license that will allow for use not only with BFA forms but for electronic signature processes across campus.

An initial step in the change from Docusign to Adobe Sign will be to migrate the existing forms included in DocuSign over to Adobe Sign. Information Technology Services (ITS) will be assisting with this migration, which will occur in two phases over the 2019-20 fiscal year. Phase 1 of the migration project will focus on migrating high-volume/high-impact forms from Docusign to Adobe Sign. These key processes represent 70-80% of CSUCI's existing transaction volume in Docusign. Once Phase 1 is complete, Phase 2 will begin, where migration of remaining forms is expected to take place. At the same time Phase 2 is occurring, ITS will be working with representatives from across campus to enable use of Adobe Sign with forms and workflows across all divisions.

Please be aware that BFA is suspending the onboarding of new Docusign forms effective immediately. Existing Docusign form creators/senders may continue to send forms and operate existing workflows, but we ask that you limit or postpone the development of new forms or workflows within Docusign.

ITS, in conjunction with BFA’s Docusign administrator, is scheduling information sessions about the Adobe Sign migration (invitations are forthcoming); we strongly encourage each of you to attend these sessions to learn more about the migration process. ITS and other BFA staff members are currently completing "train-the-trainers" training and assembling training materials in preparation for the Phase 1 migration.

Please contact Peter Mosinskis, Director of IT Strategy, at peter.mosinskis@csuci.edu, or Nathan Bowden, Director of Strategic Operations at nathan.bowden@csuci.edu with any questions or concerns about this migration. Feel free to share this email with other colleagues that may be interested in these platforms.

Thank you for your continued effort to improve efficiency and to create a more streamlined, paperless environment at CSUCI, and we look forward to a smooth and successful transition to Adobe Sign.