Instructions for using DocuSign

Public Health – Seattle & King County (PHSKC) utilizes the electronic signature platform of DocuSign to collect the signatures on agreements which it initiates. DocuSign is a secure environment, and provides a seamless transmission of the agreement electronically, ensuring that documents are received quickly and will not be delayed or lost in the mail.

Here is what you can expect from this experience. A representative of the agency will receive an email signifying that an agreement is ready to be signed. That email will label the sender as "<PHSKC Contract Specialist name> via DocuSign," with the name being one of the PHSKC contract specialists listed below. The recipient may or may not be the actual signer of the agreement. In addition, your agency may require that your signature is done on paper. DocuSign allows for certain variations to accommodate these differences.

1. If the email recipient is not the signer – Recipients may change the signer by clicking "Review Document," clicking on "Other Actions," selecting "Assign to Someone Else," and entering the appropriate person's email address. The document will automatically be transferred to the new signer for signature. In addition, the sender is notified that a change in signers was made, and the initial recipient will receive a fully signed copy of the agreement once signatures are completed.
2. If your agency prefers to sign on paper – Recipients may opt to physically sign the agreement by clicking "Review Document," clicking on "Other Actions," and selecting "Print & Sign on Paper." After printing and signing, the recipient will then scan and upload the signed agreement back into DocuSign to enable transmission of the document back to PHSKC and allow us to electronically sign the agreement online. (If presented with a fax option, do not select that option; only select the option to sign online.)

Additional tools for recipients – After opening the document in DocuSign, recipients may download and save the agreement to their computer by selecting the disk icon at the top of the document and following directions to save the agreement. Next to the disk icon is the printer icon, which allows recipients to print a hard copy of the agreement. The save and print options are also available once the recipient is notified that the agreement is fully signed.

If PHSKC requires an updated certificate of insurance or other attachment, recipients will need to submit the items via email to the contract specialist who sent the agreement. Refer to the list of Contract Specialists listed on the contracts homepage for contact information.

Do not hesitate to reach out to one of these individuals with any questions about electronic signatures.