User Management - Confidentiality Forms & Token Agreements Best Practices

Hi All, 

I'm very new to my role as consortium services manager and I'm wondering what your process is for confidentiality agreements, token/user agreements etc.  When setting up new users, we generally send out these forms to be signed and returned to us.  However, I'm finding our forms to be a bit outdated and we have a member of our consortium who is interested in making edits.  I think this makes for a great opportunity to re-evaluate and sort of start fresh. What forms do you send out, what do you do with them  and do you allow for e-signed documents?  If anyone can share best practices or examples that would be wonderful!

Thanks, 

Ashley Dawson

Consortium Services Manager

Santa Barbara Center for Performing Arts