Instructions_for_Completing_Forms_in_DocuSign.pdf

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.