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ABC Open Forum University Campus Programs (UCP) DocuSign Forms Launch May 12, 2017

Discover the new online forms system for University Campus Programs (UCP) with DocuSign. Learn about the changes, watch demos, access resources, and get answers to your questions. Say goodbye to lengthy paper processes and enjoy faster, transparent, and simplified approvals. Access the "Power Form" for a streamlined approval workflow and submit forms with ease. Join the launch today! Contact ucp@calpoly.edu for more information.

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ABC Open Forum University Campus Programs (UCP) DocuSign Forms Launch May 12, 2017

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  1. ABC Open ForumUniversity Campus Programs (UCP)DocuSign Forms LaunchMay 12, 2017

  2. Today’s Objectives • Understand what’s changing • Watch the demo • Understand where to find resources • Questions & Answers

  3. How did we get here? • Paper • 4 pages • 41 fields to complete • 6 approval signatures • No transparency • 2-4 weeks to process

  4. Project Goals • Online • Reduce signatures • Transparency • Understand what our customers need • Reduce information required • Faster • Simple • No paper

  5. New and Improved! • All online • 1 page • 10 questions • 5 digital signatures • Transparency in entire process • Just days to process

  6. How to access? UCP Website for Forms and Tutorials: afd.calpoly.edu/university_campus_programs

  7. “Power Form” • Allows requestor to identify roles involved in approval process • Requestor’s identity is captured on form • No authentication needed to submit

  8. Workflow • Requestor – completes, attaches donor intent • Fund Director – reviews, signs • Optional: Department Reviewer – reviews, initials • UCP – reviews, assigns fund number • Dean/Assoc. Dean/VP –reviews, signs • Fiscal Services Mgmt. – reviews, signs • University Development – reviews, signs • AFD Vice-President’s Office – reviews, signs • Complete – routed to UCP for processing

  9. Demo • UCP Fund Spending Agreement https://demo.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=d474d181-5d2d-4289-a24c-6b4e0804b6ef • UCP Fund Signature Authorization Update https://demo.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=a7d606d5-8a8e-461f-8547-ca5741e35257

  10. Questions?

  11. University Campus Programs Netherly Martinek ucp@calpoly.edu x5164

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