Electronic Requisition Using DocuSign

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Capital & Contract Electronic Requisition Training *


This slide deck will cover the basic requirements for creating a Capital & Contract requisition.

 

Step 1
Choose and Fill out the Appropriate Form
Step 2
Enter the PowerForm Signer Information

 

  1. Enter your name and email address as the 'Person Completing Form'.

  2. Enter the name(s) and email address(es) of those who will review, approve and sign the form according to stated roles. All roles are required for the selected form. Note: Please make sure to enter the name and email address of the individual as they appear in the UCSF Directory.

  3. Do NOT make any changes to the Purchasing Manager and Buyer information.

  4. After entering the required names and email addresses, click 'Begin Signing'.

Step 3
Fill out the Purchase Requisition Form

 

  1. Click 'Continue' to fill out the Purchase Requisition form.

  2. While filling out the form, if you have to stop and continue at a later time, click 'Other Actions' at the top of web page and select 'Finish Later' to save your progress.

  3. When ready to submit form for approval signatures, click 'Finish'.

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