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UTEP Faculty and Staff Training Materials

The table below displays videos and PDFs that can provide step by step guidance to complete process steps and achieve each objective.

Title

Objective

Resource

Submit a New Contract Request
  • Verify all needed information is ready before start.
  • Complete the form via DocuSign (Powerform).
  • Learn about next steps upon submitting form.

Complete a Contract Review or Approval Online 
  • Designated approvers and reviewers will learn how to complete a review online.
  • Determine and complete updates to the contract draft.
  • Provide necessary feedback including approval through comments.
Complete a Contract Review via email reply (Do not use for approvals)
  • Designated contract reviewers will learn how to complete a review via email reply.
  • Determine and complete updates to the contract draft.
  • Complete review with updated version and no additional comments.
Signing a Contract
  • Designated signatory authority will learn how to complete an e-signature.
  • Upon completion the contract will route to next signatory or be finalized.
Materials for POCs Additional supporting materials for College/Division Points of Contact who were granted a license to DocuSign CLM Saved within the Training Materials folder in DocuSign CLM
Complete Contract Review for UTEP
  • Guide for Counterparty/Outside Party/3rd Party reviewing contract
  • Includes both modules: Review Online & Reply to Email
Videos and quick guides illustrate basic features and configurations specific for UTEP