Instructions_for_Completing_Forms_in_DocuSign.pdf
PDF 689 KB Posted
- Attached to
- JUVENILE DETENTION CENTER HVAC & ROOF UPGRADES
- Solicitation number
- JS062326
- Issued by
- Ocean County, New Jersey
About this file
This file is an instructional document for completing forms in DocuSign as part of a solicitation response process for the County of Ocean, New Jersey, related to a Juvenile Detention Center HVAC & Roof Upgrades project. The instructions provide step-by-step guidance for respondents to access and complete required questionnaire forms through DocuSign integration within the OpenGov platform. Respondents must click the "Draft Response" button to begin, navigate to the questionnaire section, and select the "Complete via DocuSign" option for applicable questions. The process requires users to enter their name and email address, complete all required fields marked in red, and finalize the document by clicking "Finish" to generate a signed copy that can be downloaded or printed.
A critical requirement outlined in the instructions is that respondents must click the link stating "click here to load your completed document" immediately after finishing the DocuSign process to ensure the document populates into the OpenGov system; failure to complete this step will result in the loss of progress if the user navigates away from the page. Respondents should repeat this process for any additional questions requiring DocuSign forms. The instructions emphasize that all required fields must be satisfied for the form to be accepted, and provide clear guidance on document management and system navigation to ensure proper submission of responses to the County of Ocean's solicitation.
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Text version
Instructions for Completing Forms in DocuSign
Step 1: When you are ready to respond to the solicitation and begin completing the necessary forms, click the
Green “Draft Response” button.
Step 2: On the left-hand side of the navigation bar, click “Questionnaire”.
Instructions for Completing Forms in DocuSign (Cont’d)
Step 3: Navigate to the question of the questionnaire that requires DocuSign. Click the “Complete via
DocuSign” button. It will change to green when you hover over it.
Step 4: The DocuSign window will then open within the question. Enter your name and the email address you used to log into OpenGov to being completing this solicitation.
Step 5: Click “Continue”
Step 6: Once the Mobile-Friendly button is off, your view should look like this:
Step 7: IMPORTANT! You must satisfy ALL FIELDS IN RED. If you do not fill in all required fields, the form will not allow you to finish. Once you have filled in all the required fields, click “Finish”.
Step 8: You are now given the chance to download your signed document, print or close. Clicking “Download” or “Print” will download a copy of your signed document and you can then save it or print it. Once you have completed downloading or printing your document, OR you do not wish to download or print your document, click “Close”.
Step 9: IMPORTANT! You will see that your document is now complete. In order to get your document to populate into OpenGov, you MUST click the link above the DocuSign window that says “click here to load your completed document”. If you do not click this button and you navigate away from this page, your progress
WILL NOT SAVE.
Step 10: Once you have clicked that button, you should see your document has now been loaded into the question as well as a summary of the actions from DocuSign. You will also see a green check mark next to the
Question #
Step 11: Repeat these steps as necessary for any questions requiring DocuSign forms.
File details come from the government source that posted it. Updated .