Using DocuSign with a UW Template

This guide will cover:

 

Information

The WyoCloud Contract Process is used to create, amend, and search all contracts for the University of Wyoming. This QRG covers sending a current contract for signature; the Creating the Contract QRG provides information on requirements that necessitate a contract and details the steps for creating the contract in the WyoCloud Contracts Module.

Only those approved UW Templates and hotel agreements under $20,000 can be sent for signature by the individual uploading the contract. For these agreements, please refer to the UW Template Contracts and Agreements NOT reviewed by the Office of General Counsel document for direction on the authorized signatory of each agreement.

If you do not have a DocuSign account, please submit a DocuSign License Request Ticket.

 

Step One

Navigate to the WyoCloud Contracts Module

  • From the WyoCloud homepage, click on the Navigator (three horizontal lines) in the upper left corner.

  • First click Contract Management to expand (you may have to scroll down within the navigator), then click Contracts.

 

Step Two

Signature Process

  • Navigate to the fully approved contract that is in a pending signature status and click on the contract number.

  • On the top right of the screen, click on Actions and then Sign Contract.


 

 

Step Three

Edit Recipients and Signature Fields

  • To edit Recipients, select Actions and then edit Recipients

  • Select 1 for the external recipient, Select 2 for the internal recipient and Select 3 for the information only recipients. Please ensure recipient two is in accordance with the matrix.

  • Select the first recipient in the top left, add the 4 required fields and then any additional desired field
    • Signature, Name, Title, and Date
  • Then toggle to the next signature recipient at the top left, add the 4 required fields and then any additional desired field

 

Step Four

Send Contract for Signature

  • Once the signature fields are created, select Send at the bottom of the screen

  • Then, select Done at the top right of the screen

 

Additional Resources

  • The Contracts Business Process Guide provides an overview of the entire process of creating and managing legally binding contracts at the University of Wyoming. It is found on the Financial Affairs Website > Policies and Reference Material > Office of General Counsel.

Contract Process

Employee/Independent Contractor (E/IC) Determination Worksheet

Quote and Bid Threshold Policy/Purchases

Payments

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