SASC Endowment Approval Stream Firm Order Requests

  • The form is currently set to send reminders every five days.  
  • If you are using split funds, please submit one form per fund.
  • Let us know if you need a fund added to the form.

SASC Approval Stream Firm Order Request Form

This form is used by Special and Areas Studies Collections selectors to initiate an approval stream for an endowment purchase. It will be routed to the chair, associate dean, and accounting manager for signature. This will also act as a Firm Order Request Form for this purchase and will be routed to your Acquisitions liaison, April Helena, upon completion. Please contact her at with any questions. Thank you.

Using “Mark Up” under “other Actions”

Making Changes in the DocuSign

Negotiate changes to the DocuSign document with the “Mark Up” field.
1. Click “Other Actions” next to Finish.
2. Drag and drop the Mark Up field onto the document where you want to make a change.
3. Position and resize the field to cover the text you want to change or delete. If you want, you can type replacement text into the Mark Up field.
3. After you finish signing the document, the recipients who have already completed the document receive it again so they can review and initial your changes.

how to:

Upload Excel Data to fit page margins

1. Highlight the desired cells in the spreadsheet.
2. Click the Page Layout tab.
3. Click Print Area and select Set Print Area.
4. To the right set the Width and Height each to 1 page.
5. Save the file and upload to DocuSign.