Using DocuSign

WELCOME!

Figure 1: DocuSign Review Document

Consumer Direct Care Network (CDCN) utilizes a software called DocuSign to electronically enroll both
Attendants and Employer of Records (EOR) onto CDCN services. Electronic packets are the easiest and
most efficient way to enroll with CDCN.

Electronic packets:
1. Have built in data validation to make sure that you have correctly filled out all required fields.
2. Key demographic information is populated through to all necessary forms so you don’t have to
fill out the same information over and over again.
3. Are easily and securely submitted to CDCN once you have completed the packet.

Contents
How to Get a Packet ........................................... Page 2 How to Sign .......................................................... Page 4
Getting Started ....................................................Page 2 Upload Forms ........................................................Page 5
Email Validation ..................................................Page 3 How to Submit ......................................................Page 5
Filling Out the Packet ..........................................Page 3 Frequently Asked Questions..................................Page 6

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Using DocuSign

How to Get a Packet

1. Go to the CDCN forms page (Figure 2):

https://www.consumerdirectva.com/forms/ Figure 2: Forms tab on CDCN web page

2. Click the link to the packet you need to complete

(Figure 3 & 4).
See the FAQs on page 6 for which packet to
complete.

3. This will take you to the DocuSign packets.

Figure 3: Enrollment Packet Links
Note: some packets may have questions you need
to answer to get you to the correct packet.

Figure 4: Transition Packet Links

Getting Started
4. Fill out the PowerForm fields (Figure 5). This
allows you to receive an email to complete the
document.

5. Complete your name and email address for the

role that fits you best.
Note: Service Facilitators or EORs can send the
packet to someone to complete by filling in their
name and email address in the appropriate role.
See the FAQs on page 6 if you don’t have an email.

6. Click the Begin Signing button.

Figure 5: PowerForm Example

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Using DocuSign

Email Validation

7. The signer will get an email with a validation

code (Figure 6). The email is sent from DocuSign
and will have CDCN’s name and logo on it.
Note: You may need to check your email’s junk or
spam folder.

8. Click the Resume Signing button to continue. This

will open a new window (Figure 7).
Figure 6: Email Validation Example
9. Enter the access code from the email you got. You
can type this in or copy and paste from your email.

10. Click the Validate button.

Click the I Never Received An Access Code button if
you need a new code.

Figure 7: DocuSign Access Code Window

Filling Out the Packet

11. Check the box After you have read the Electronic
Record and Signature Disclosure and agree to the
information (Figure 8). Click the underlined words
to read the disclosure. Figure 8: Electronic Record and Signature Disclosure

If you do not agree, please request a paper packet

from your Service Facilitator.

12. You can now begin filling out the packet! See the
FAQs on page 6 for estimated times to complete.

13. Boxes outlined in red must to be filled out (Figure

9). Boxes in gray are optional but it is good to fill
them out if you have information that can be
Figure 9: Required and Optional Fields
entered.

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Using DocuSign

Filling Out the Packet, cont.

14. Hover your mouse over any field to get a quick tip
about what to do (Figure 10).

15. Some fields must be entered a certain way. You

cannot complete the packet unless the information
is entered correctly. The error will be in red text Figure 10: Quick Tips and Data Validation
after the quick tip telling you what needs to be
fixed.
In this example only 4 digits were entered instead
of 5 for the zip code.

16. Go to the next field that needs to be filled out by

pushing the Next button (Figure 11). You can also
use the tab key on your keyboard or scroll through
Figure 11: Next Button
the document and click on the field that needs
filled out.

How to Sign
17. Click on the signature icon for places that need to
be signed (Figure 12).

18. An ‘Adopt Your Signature’ window will appear Figure 12: Sign Icon
(Figure 13).

19. Sign your name in the ‘Draw Your

Signature’ area. Sign using your finger
or a stylus if your device has a touch
screen. Use your mouse or an
electronic signature pad if you do not
have a touch screen.
Note: Use Clear to erase and start
again. Figure 13: Adopt Your Signature Window

20. Click the ‘Adopt and Sign’ button to

place your signature on the form
(Figure 14).
Figure 14: Adopt and Sign Button

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Upload Forms
21. If you see an icon with a paper clip, you will need
to upload the additional document(s) requested
(Figure 15).
Note: Not all packets require other documents to
be uploaded. Figure 15: Upload Icon

22. Click the icon. An Upload Attachment window will

open (Figure 16).

23. Click the Upload A File button.

24. Find the document(s) you need to include.

25. Click the Done button. You will be able to see the
document(s) you uploaded at the end of the
packet.
Figure 16: Upload Attachment Window

How to Submit
26. The Next button will disappear when all the
required fields are filled out. Please review your Figure 17: Finish Button
information to make sure it is correct.

27. Click the Finish button to complete (Figure 17).

28. A ‘Save a Copy of Your Document’ window will

open.

29. To save a copy of your packet, click the Download

or Print button (Figure 18). You will also get an
email with a link to the completed packet that can
be viewed at any time (Figure 19). Figure 18: Save a Copy of Your Document Window

30. Click the Close button when you are done saving
or you do not wish to save a copy.

31. Your packet will be sent to the next signer if one is

required or to CDCN to process.

Figure 19: Completed Document Email

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Frequently Asked Questions (FAQs)

Can I save my packet and finish later? How long will it take to complete a packet?
Yes. DocuSign saves your progress every 30 seconds. Times listed are averages and may vary by individual.
Select Finish Later from the Other Actions dropdown • New EOR Enrollment: 15 minutes
• EOR Transition: 15 minutes
Attendant packets require 2 signers
• New Attendant Enrollment: 30 minutes
• Attendant Transition: 30 minutes

What packet should I complete?

or under the menu bars if you are using a device. Please discuss with your Service Facilitator if you are
unsure which packet to complete.

• New Enrollment Packet – for consumers &

attendants who are new to self-direction
• Transition Packet – for consumers &
attendants who are transitioning from one
The Finish button does not appear.
FEA to another
If the Finish button is not appearing, it is due to one
• EOR Change Packet – used when the EOR is
or more incomplete required fields. Once a page has changing for the consumer
had all required fields met a green check
mark appears. If this does not resolve the issue, How do I know who sent me this document?
please reach out to the sender of the document to The notification email you received contains the
ask them to investigate. name and email address of the sender - to contact
the sender, please use the email address included in
the notification.
I don't have an email address.
An email address is required to use DocuSign. Free
email services are available. Some of the more
popular ones include:
https://www.gmail.com
https://www.yahoo.com
https://www.outlook.com

How do I access the documents I signed?

https://support.docusign.com/en/articles/How-do-I-
access-the-DocuSign-documents-that-I-signed

How do I contact the sender of this document?

Other FAQs can be found on DocuSign’s website:
DocuSign sends email notifications on behalf of its
https://support.docusign.com/en/articles/DocuSign-
users. Simply "reply to" the email notification to
Signing-FAQs
contact the sender of the document with questions.

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