The Professional Services Agreement (PSA) templates and standalone Vendor Disclosure Statements (VDS) templates have recently been updated. These updates were made in response to the most common questions received from our campus partners and vendors.
- Both templates now include a cover letter with contact details for both the initiating department and the vendor, and a short description of what information is being requested and why it is necessary. Often our vendors are working with multiple departments across campus and this information will help them correctly respond to the form.
- The workflow has been updated to allow the initiating department to view the status of their pending form. DocuSign offers two methods to track the status of this PSA and VDS.
- If you have a DocuSign account, log in to your account. In your Inbox, use the search to locate this form, and click on the template name to see the status.
- If you do not have an account, go to the Review Documents link in the DocuSign review and sign emails. When DocuSign opens, click on Other Actions in the upper right corner. In the menu that opens, select History which will provide the recipient list and the activity status. Know that the link in the email expires after three days. If it has expired, you will be asked if you want to get a new active link. Select yes, which will allow you to get to the document for the new notification email.
This will allow you, as the initiating department, to track the progress of your PSA or VDS independently. We hope that you find these improvements helpful going forward.