Purchase Request - BISA Admin
prepared on behalf of another

Instructions:

Step 1: Your Name: fill out your name, followed by the name of the vendor or person being paid*, and your email.
*For better tracking: after your name, you may include a dash-followed by the name of the person or company who is being paid.
  i.e.:: Your Name: Jane Smith - Vendor Name
            Your Email: jsmith@paloaltou.edu

Step 2: Requested By: fill out the name of the employee you are completing this request on behalf of.

Step 3: Optional: Department Manager: fill out the name and email of your manager for additional approval

Note: Do not include Patricia Zapf, the VP of Business Innovation & Strategic Advancement (BISA) in this step. The Request will automatically route to her after the optional Department Manager approval step.

Step 4: Optional Executive Assistant (CC): you may leave or remove the cc's to the Executive Assistant.

Step 5: Click "Begin Signing"

Step 6: You will receive an email with a link and access code to finish filling out your form, or you may access the form in your DocuSign account under "Action Required".

Please note: It may take 5-10 minutes for this email to appear in your inbox, PLEASE DO NOT INITIATE A SECOND FORM