DocuSign eSignature

The most common scenario for this request is in the case of an individual who has transferred to another department or who has left VCU entirely. The individual's department may request a custody transfer of specific envelopes or of all envelopes ever sent by the individual. This is typically performed for business continuity.

To request custody transfer of an individual's envelopes, the requesting department should:

1. Submit an IT Self Service ticket for DocuSign Support
2. Identify the eID of the individual account from which to transfer the envelopes
3. State the reason for the custody transfer of the envelopes (e.g., sender is on maternity/paternity leave, has transferred to another department, has left VCU, etc.)
4. Specify whether the request is for all envelopes, envelopes of a specific date range, or envelopes containing a specific email subject line
5. Identify the eID of either the individual account or the generic/departmental account to which custody should be transferred

It is crucial for every individual to understand that DocuSign is an electronic signature solution for legally binding agreements and contracts. The primary VCU DocuSign account is enterprise account ID #11599208. Every individual account on #11599208 is merely a portal with permission to send legally binding agreements and contracts for VCU business. All envelopes are permanently stored in DocuSign for account ID #11599208: individual accounts do not own or contain envelopes or their contents. The moment an individual clicks Send on an envelope, that record is permanently stored in DocuSign and can be transferred to another individual account for #11599208. Everything sent on behalf of any VCU DocuSign account is subject to both manual and automated monitoring. Under no circumstances is a VCU DocuSign account to be used for any form of non-VCU business. Please thoroughly review the article: DocuSign - I received a Violation of DocuSign System Use.

What is a Sender?

By default, every VCU DocuSign account has Sender permissions. An account with Sender permissions is able to log directly into DocuSign, upload a document, and send it. When you log directly into your VCU DocuSign account and send a standalone envelope or use a template to send an envelope, you are the Sender of that envelope and have temporary custody of that envelope for the purposes of managing the business associated with it. The moment you click Send, that envelope is permanently stored in DocuSign. If you subsequently delete that envelope, you have merely deleted your link to the envelope in your portal: the envelope itself will remain in DocuSign permanently and can be transferred to another individual, accessed by individuals in the recipient list, or reviewed by VCU DocuSign administration. Custody transfer is based on the sending account, so only envelopes you send directly from your VCU DocuSign account are affected by a custody transfer.

If you submitted a PowerForm, you are not the Sender: anything you submit by PowerForm will not be from you and will not go through your VCU DocuSign account. PowerForms have a specific sender defined by the template creator or individual who created the PowerForm URL associated with that template. 

Please thoroughly review the VCU DocuSign Training Roadmap for additional information regarding your DocuSign account.