1. To send a new Change of Status form:
    1. Log into DocuSign
    2. Click on New 
    3. Select “Use a Template”

  2. Select the proper template from the
    available options (Shared with Me),
    and “Add Selected”.

  3. Add the Employee’s name to the subject line.
    The template should pre-populate a subject line
    based on the type of template you are using,
    but adding the employee’s name will make it
    much easier to identify Change of Status forms later.


  4. Click “Send”. This will start a Change of Status
    workflow which is sent first to the team of
    people (including yourself) who are designated
    to initiate a change of status.

  5. Complete the form fields by opening the document
    under your “Action Required” tab.

    Completing your initial portion of the change
    of status form will pass it to the next signer
    automatically.

  6. When the form is completed by all signers, you will be
    notified by email.

(Optional: at any time you can log in to DocuSign to view the status of any documents you've sent and their progress.)