# DocuSign Template Build Instructions

## Overview
Two DocuSign templates to be created in the developer/demo environment. Identical layouts — only the title differs.

1. **Non-Employee IT Access Form** — contractors, consultants, temps
2. **New Starter IT Access Form** — new hires

Both PDFs to be provided as base documents.

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## Documents Needed (pending)
- [ ] Non-Employee IT Access Form (PDF)
- [ ] New Starter IT Access Form (PDF)

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## Template Setup

### Signing Roles (2 roles per template)
1. **Requester / Manager** — fills out the form and signs
2. **IT Admin** — receives the completed form for processing

### Signer Flow
1. Requester/Manager fills out all fields and signs
2. IT Admin receives the completed form for acknowledgment

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## Field Mapping

### User Information Section (all required unless noted)
| Field Name       | Type                              | Required |
|------------------|-----------------------------------|----------|
| Start Date       | Date field (with calendar picker) | Yes      |
| First Name       | Text                              | Yes      |
| Last Name        | Text                              | Yes      |
| Preferred Name   | Text                              | No       |
| Employer         | Text                              | Yes      |
| Manager          | Text                              | Yes      |
| Title/Position   | Text                              | Yes      |
| End Date         | Date field (with calendar picker) | No       |

### Access Configuration Section
| Field Name           | Type               | Notes                                                        |
|----------------------|--------------------|--------------------------------------------------------------|
| Default Domain       | Radio button group | 3 options: @Bertelsmann.com, @versidi.com, @bhi.vc — one only |
| Mirror Account Access| Text               | Optional free-text                                           |

### Software Section (checkboxes)
- [ ] SAP
- [ ] Adobe Pro
- [ ] Zoom
- [ ] Efax
- [ ] VPN
- [ ] Box.com
- [ ] GoToMyPC
- [ ] Co-Pilot
- [ ] ChatGPT Ent.

### Hardware / Access Section
| Field Name        | Type               | Notes                                   |
|-------------------|--------------------|-----------------------------------------|
| Computer Needed?  | Radio button group | Y / N (no default)                      |
| MS Teams Number?  | Radio button group | Y / N (no default)                      |
| Cell Phone Plan?  | Radio button group | Y / N (no default)                      |
| SharePoint Access | Text               | Free-text for specifying access details |

### Signature Section
| Field Name                       | Type                   | Role               |
|----------------------------------|------------------------|--------------------|
| Requesting Manager Signature     | Signature              | Requester/Manager  |
| Date Signed                      | Date Signed (auto-fill)| Requester/Manager  |

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## Important Notes
1. **Logo** — Use logo on PDF as-is; do not alter.
2. **Radio buttons** — Default Domain and Y/N buttons must have NO default selection; must be blank until signer chooses.
3. **Date fields** — Use DocuSign's native date picker for Start Date and End Date (calendar popup).
4. **Required fields** — All User Info fields required EXCEPT Preferred Name and End Date.
5. **Typo check** — "Computer Needed?" — one "e" in Needed. Verify spelling.
6. **Clear Form button** — Remove from final template; DocuSign handles field clearing natively.
7. **Testing** — Test both templates end-to-end in demo environment before notifying for review.

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## Template IDs (Demo Environment)
| Template | ID |
|---|---|
| Non-Employee IT Access Form | `62d150fd-8b88-4413-a71b-4df06a2cc0c5` |
| New Starter IT Access Form  | `6eeb8263-8d88-4bd7-a4f2-6342b84fc5c2` |

Build script: `workspace/docusign/build_templates.py`
IDs also saved to: `workspace/docusign/template_ids.json`

## Status
- [x] PDFs received (2026-02-22)
- [x] Non-Employee IT Access Form template built
- [x] New Starter IT Access Form template built
- [ ] Both templates tested end-to-end in demo env
- [ ] Review completed