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UNC School of Medicine

DocuSign Support for School of Medicine

What is DocuSign?

Docusign is the School of Medicine’s supported electronic signature and digital transaction management platform. It allows users to securely send, sign, track, and manage agreements from any device using a web browser.

The platform supports electronic signatures that meet legal standards and integrates with commonly used tools such as Microsoft Office and Google Drive.

Who Can Use DocuSign?

  • All SOM faculty, staff, and medical students can sign documents automatically
  • All SOM users have sender access for work-related agreements
  • External recipients can sign documents without a DocuSign account

Note: Sender and Viewer roles are provisioned across environments. Submit a TDX request for additional access if needed.

Request Access / Get Help

Submit a TDX request

Support Model:

  • Level 1: CS&S – login, access, and common issues
  • Level 2: Application Development – advanced functionality and workflows
  • Level 3: DocuSign – vendor support

  1. Navigate to DocuSign Login page
  2. Enter your primary UNC email address
  3. Authenticate using UNC login

docusign login

Tips:

  • Use your official UNC email address
  • Do NOT create a personal Docusign account
  • If unsure of your email, use UNC Directory Search Tool to look it up


  • Contract and agreement approvals
  • HR onboarding documents
  • Policy acknowledgements
  • Internal approval workflows
  • Forms requiring signatures



Use Docusign for routine business processes involving electronic signatures where audit tracking and workflow automation are required.

When NOT to Use Docusign

  • PHI (Protected Health Information) or sensitive data is NOT allowed
  • Not intended for long-term document storage
  • Not approved for regulated research workflows (Part 11 / HSR)

Refer to Veeva, REDCap, or Qualtrics for compliant research use cases.


  • Docusign should NOT be used as a long-term storage system
  • Completed documents must be downloaded and stored in approved UNC systems or shared drives with proper access controls
  • Users are responsible for ensuring appropriate security and access permissions


Senders

  • Create and send documents for signature
  • Ensure documents comply with UNC data policies

Signers

Use the emailed link to review and sign documents

Support

Submit a TDX ticket for all access, technical, or workflow issues


  • Q: Do I need a Docusign account to sign a document?
    • A: No
  • Q: Can I send documents to external recipients?
    • A: Yes
  • Q: Can Docusign be used for PHI or sensitive data?
    • A: No
  • Q: Where should completed documents be stored?
    • A: Approved UNC systems or secured shared drives
  • Q: What should I do if I cannot log in?


  • Ensure you are using your UNC email
  • Do not create a separate Docusign account
  • Check spam/junk folders for signing emails
  • Submit a TDX request for provisioning or technical issues


 

 

Need Help?
Submit a TDX Request