Follow this step-by-step guide to using ISOC Legal Templates with DocuSign and Box.


If any of the information below fails to load, please email ithelp@isoc.org with "DocuSign" included in the subject to get assistance as soon as possible.


Note: For best viewing of the videos below, you may need to press the Fullscreen button: 

 

 


Downloading the Word Template from Box


1.  Starting in Box Web, navigate to the 04-Legal-Templates-for-Staff-Use folder. 

  

2. Select and Download the document you need for your contract.






3.  Open the document in Word and Save As. Include the name of the vendor or other identifying information in the filename.



4. Save your document in any relevant Box folder you like:


 

Note: You must save the document to a Box folder. You will use Box Web to upload it later.



Editing the Saved Word Template


1.:  In your newly saved document, edit the necessary fields. Some document templates will have interactive fields, as shown below:



2.  Replace the text on that signature block with the appropriate name.




3. Save the document so all your changes are saved.  After you save, you may close your document.


 


Loading the new document into DocuSign


1. From Box Web, navigate to your document you just saved.

2.  Click or right-click on the "ellipses" next to your document and "Send with DocuSign" as shown:








Note:  This can also be activated from the document Preview as shown:





Working with DocuSign

1. At the pop-up, you'll either be logged in to DocuSign automatically (if you've been in recently), or will need to log in as shown below:




2. Once logged in, you'll see a screen similar to below. Click Continue to DocuSign:



3. DocuSign will "recognize" that your document is based on a known template already set up for you in the platform. Click "Apply."





NOTE! If DocuSign does NOT recognize and automatically apply the template, STOP here (If you did not see the "Select Matching Templates" pop up above, STOP here). 

 

You will need to Manually add the signature fields to the document. Click Here to go to the Manually Adding Signatures Guide.






4. If DocuSign recognized the document and applied the template, scroll to the bottom to double-check that the signature fields are placed correctly. If they are not in the correct location, please notify ithelp@isoc.org immediately.






Designating Recipients / Signers


1. In the upper right-hand corner, choose the Edit Recipients option.


2. Fill in your recipients as shown below.


 

 


Note: Generally, the signing order is as follows:


1. Vendor Signer

2. ISOC General Counsel

3. ISOC Signer

 




Note: If you have pre-arranged a different signing order with Ilona Levine (ISOC General Counsel), make sure your signing order is set per your arrangement.


Once your signing order, names and email addresses are correct, click DONE.

 

 


3: Edit the email subject and message directed to the recipients of the document.

 

 

 

4: Send the document with one of the yellow SEND buttons in the upper or lower right. 

 

DocuSign will take care of the rest - as the sender, you will receive email notifications when recipients interact with the document, including when they view and sign the document.