GD DocuSign Templates and PowerForms

Owned by
Elizabeth Acebu
Last updated: Feb 15, 2024

Templates: Templates help streamline the sending process when you frequently send the same or similar documents, or send documents to the same group of people.

So what are some ways to use templates?

  • Same document, different recipients: You have a disclosure form that you send to every potential client.

  • Same recipients, different document: Every month, you send a report to your Board of Directors for their approval.

Powerforms: A PowerForm is a template that allows you to create self-service documents for signature without writing any code. A PowerForm is initiated from a unique, secure URL that you make available for signers to complete.

See more in Powerforms vs Templates help page

GD Templates

Graduate Division DocuSign templates are shared with the campus and can be accessed by any UCSB user with a DocuSign account. The templates have been set up with the required signature routing (see below) to complete the form. Templates can be found in the DocuSign folder: Shared Folders > Campus Templates > Graduate Division.

 

 

GD PowerForms

From the templates, DocuSign PowerForms have been created to expedite form submission. The URLs below can easily be emailed to a student or staff to access and begin filling out the Powerforms.

Graduate Division

Form Links

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Routing

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GradDiv-System Access Request

 

 

This form is to request or remove access to the Graduate Division’s Academic, Admissions, and Financial system portals.

  1. Requester - Needs to Sign

  2. New System User - Needs to Sign (for ADD only)

  3. Dept Chair / Research Unit Approver - Needs to Sign

  4. Graduate Division Internal Routing

https://na3.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=8f708f3a-7799-4c44-99b3-ebaacba09d16&env=na3&acct=36d87d60-c882-4887-835a-bc389fb776dd&v=2

Academic Unit

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GradDiv- Leave of Absence Petition

 

Use this form to request a Leave of Absence.

  1. Student - Needs to Sign

  2. Dept Chair or Graduate Advisor - Needs to Sign

  3. OISS (Conditional) - Needs to Sign

  4. Graduate Division - Receives a Copy

https://na3.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=304dbfeb-d4f3-4630-8af7-5a910aecabf3&env=na3&acct=36d87d60-c882-4887-835a-bc389fb776dd&v=2

GradDiv-Summer LOA Petition

Use this form to request a Summer Leave of Absence.

  1. Student - Needs to Sign

  2. Research Advisor/Committee Chair - Needs to Sign

  3. Department Chair or Faculty Graduate Advisor - Needs to Sign

  4. OISS (Conditional) - Needs to Sign

  5. GPA - Receives a Copy

  6. Graduate Division - Receives a Copy

https://na3.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=a3a99b9a-1f9f-4d36-983a-a1987ec9e8d3&env=na3&acct=36d87d60-c882-4887-835a-bc389fb776dd&v=2

Committee Nomination Form I

Use this form to nominate Master's Thesis and Doctoral Committees

 

Submit on GradPoint Students

Filing Leave of Absence

 

The Filing Leave of Absence (LOA) enables graduate students who have fulfilled all degree requirements except the final examination and filing of the master’s thesis, doctoral dissertation, DMA supporting document, or completion of master’s comprehensive examination or project to take a Filing LOA in lieu of registering.

  1. Student – Needs to Sign

  2. Research Advisor/Committee Chair – Needs to Sign

  3. Department Chair or Faculty Graduate Advisor – Needs to Sign

  4. OISS (Conditional) - Needs to Sign

  5. Staff Graduate Advisor – Receives a Copy

  6. Graduate Division - Receives a Copy

https://na3.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=cac415a2-9eac-4847-a7f6-36e4d359904d&env=na3&acct=36d87d60-c882-4887-835a-bc389fb776dd&v=2

Financial Unit

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GradDiv-Employment Exception Form

Use this form when proposing Associate, TA, GSR, Reader, Remedial Tutor, and Student Assistant appointments which do not meet policy standards.

  1. Preparer - Needs to Sign

  2. Dept Chair or Graduate Advisor - Needs to Sign

  3. Graduate Division - Receives a Copy

https://na3.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=2fe286e6-4505-49cd-bc39-c4f7d913eb56&env=na3&acct=36d87d60-c882-4887-835a-bc389fb776dd&v=2

GradDiv-Financial Portal Fund Program Request Form

Submit this form to the Graduate Division to create new or remove existing fund programs for your department/unit.

  1. Requester - Needs to Sign

  2. Approver - Needs to Sign

  3. Graduate Division - Receives a Copy

https://na3.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=827e0311-a825-44f9-8e1f-fdffb54d4f90&env=na3&acct=36d87d60-c882-4887-835a-bc389fb776dd&v=2

GradDiv-Form 2: Extramural Fellowship Reporting Form

Use this form to report all students who receive departmental, extramural, gift or endowment fellowships.

  1. Preparer - Needs to Sign

  2. Dept Chair / Unit Director - Needs to Sign

  3. Graduate Division - Receives a Copy

https://na3.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=a75caff6-6781-446f-891e-30fbb376d641&env=na3&acct=36d87d60-c882-4887-835a-bc389fb776dd&v=2

GradDiv-BARC Status Form 

Submit this form the BARC Office to report university funding support that will pay towards student’s BARC account balance. This will assist in setting their BARC account to "Paid" status.

  1. Graduate Student: - Needs to Sign

  2. Funding Department Representative to verify funding support - Needs to Sign

  3. BARC Office - Receives a Copy

https://na3.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=c12a24fe-44c1-40fa-b802-10a02540c50b&env=na3&acct=36d87d60-c882-4887-835a-bc389fb776dd&v=2

Eligibility Verification from Home Department

Use this form for proposals to appoint an Associate, TA, GSR, Reader, or Remedial Tutor when (1) The employing unit is not the student's home department AND (2) The student meets policy standard

  1. Hiring Department Requester - Needs to Sign

  2. Home Dept GPA - Receives a Copy

  3. Home Dept Chair / Faculty Grad Advisor - Needs to Sign

https://na3.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=f2dc1226-45e6-4bcf-9c8d-25fa392ba3d1&env=na3&acct=36d87d60-c882-4887-835a-bc389fb776dd&v=2

 

 

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