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DocuSign Activation Instructions
Phase 1 DocuSign Roll-Out May 5, 2024 Purpose: DocuSign account needs to be activated before sending any forms in the EI Data System via DocuSign. All Service Coordinators and Evaluators have received an Activation email. Email is valid ...
Updated on : 11 Jun 2025
DocuSign User Guide
Purpose : This guide focuses on providing users with guidance and information for utilizing DocuSign within the Early Intervention Data System and Provider Portal. EI Colorado requires DocuSign to be used in the EI Data System when obtaining e...
Updated on : 01 Jul 2025
DocuSign FAQ
For DocuSign via the Provider Portal or EI Data System Phase 1 DocuSign Roll-Out May 5, 2024 Question: Is there information that can be shared with families on how to sign a DocuSign Document? Answer: Yes. Every email sent by D...
Updated on : 11 Jun 2025
Templates for All DocuSign Forms
Purpose This guide contains instructions and procedures to utilize DocuSign in the EI Colorado Provider Portal and Data System. If users have questions or need assistance, please complete the EI Data System Bug and Suggestions form. Note : It is...
Updated on : 11 Jun 2025
Care Navigator Referral & Intake DocuSign User Guide
Purpose: This guide contains instructions and procedures to utilize DocuSign in the EI Colorado Data System. If users have questions or need assistance, please complete the EI Data System Bug and Suggestions form. It is important to c...
Updated on : 01 Jul 2025
Provider DocuSign User Guide
Purpose: This guide contains instructions and procedures to utilize DocuSign in the EI Colorado Provider Portal. If users have questions or need assistance, please complete the EI Data System Bug and Suggestions form. Form Sending...
Updated on : 01 Jul 2025
DocuSign - Eligibility Signatures
Purpose : When the ongoing Service Coordinator receives an eligible child, and the EI Screening Record has not been signed by the parent/guardian (has not been obtained by a Care Navigator) Care Navigator is responsible for sending the E...
Updated on : 01 Jul 2025
DocuSign - Interpretation
Purpose : How can signatures be obtained via DocuSign when a family’s primary language is one other than English or Spanish? EI Colorado has determined that, due to financial considerations, it is not feasible to translate the EI Forms or...
Updated on : 01 Jul 2025
Service Coordinator DocuSign User Guide
Purpose: This guide contains instructions and procedures to utilize DocuSign in the EI Colorado Data System. If users have questions or need assistance, please complete the EI Data System Bug and Suggestions form. It is important to c...
Updated on : 01 Jul 2025
DocuSign Print vs. Preview PDF
Buttons on the IFSP Visual Force Page Purpose: DocuSign implementation has changed the functionality of the Print button on the IFSP Visual Force (Home) screen. The Print button is the initial step in sending via DocuSign. Sending IFSP/Periodi...
Updated on : 05 Feb 2025
DocuSign: Form and Combination Emails 1 of 2
Purpose: This document contains a comprehensive list of EI Colorado forms and combinations available in DocuSign, the signing order set, and a copy of the subject line and email parents/caregivers will receive. Forms: Administrative Unit N...
Updated on : 11 Jun 2025
DocuSign: Form and Combination Emails 2 of 2
Purpose: This document contains a comprehensive list of EI Colorado forms and combinations available in DocuSign, the signing order set, and a copy of the subject line and email parents/caregivers will receive. Combinations: Administrative Un...
Updated on : 11 Jun 2025
VOID DocuSign EI Screening Record or IFSP
Purpose : This guide contains instructions and procedures for VOID an envelope for the EI Screening Record or IFSP in the EI Data System. If users have questions or need assistance, please complete the EI Data System Bug and Suggestions form. F...
Updated on : 01 Jul 2025
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