Title
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Objective
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Resource
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| 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.
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| 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.
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| 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.
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| 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.
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| 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
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