DocuSign Essentials - Self-study

DocuSign Signing, Sending, and Administration Courses

A team with the proper training, resources and skills is critical for a pathway to success. These topic-based, bite-sized courses for the Signer, Sender and Admin are 15-20 minutes in length and grouped in such a way that you can get just what you need quickly. You can also take the courses in sequential order as listed.

Through August, DocuSign University is running a “Summer School” workshop series. In addition to the current schedule of workshops, we’re introducing a dozen new topics so that you have even more opportunities to get hands-on with DocuSign in the convenience of a virtual classroom (21 topics in total!). You can sign up for the 90-minute complimentary workshops by logging into the DocuSign University Learning Portal and searching “workshop” in your catalog.

Signer Learning Courses

  • Getting Started with Signing Envelopes
    • Signing an Envelope Overview
    • The Process of Signing an Envelope
    • Signing an Envelope Summary
    • DocuSign Email Notification Overview
    • View a DocuSign Email Notification
    • DocuSign Email Notification Overview
    • Use Signature and Initials in the Signing Process
    • Use Common Signing Fields in the Signing Process
         

Sender Learning Courses

 
  • Sending an Envelope Process
    • Sending an Envelope Overview
    • Upload Documents to an Envelope
    • Establish Recipients and Workflow in an Envelope
    • Add Recipient Messaging to an Envelope
    • Add Fields to an Envelope
 
  • Sending an Envelope with a Template
    • DocuSign Templates Overview
    • Use a Template from your Template Folder
    • Apply a Template to an Envelope
    • Adjust Your Template Matching Settings
    • Use Multiple Templates in One Envelope
 
  • Using Envelope Actions After Sending
    • Introduction to Using Envelope Actions After Sending
    • Resend an Envelope
    • Correct In-Progress Envelopes
    • Send Using an Envelope Copy
    • Void an Envelope
 
  • Managing Envelopes as a Sender
    • Introduction to Managing Envelopes
    • Create Envelope Folders
    • View Shared Envelopes
    • Download and Print an Envelope from Your DocuSign Account
    • Download Envelope Form Data
 
  • Updating Your Profile Settings
    • Introduction to Updating your Profile Settings
    • Update Your Personal Information and ID Card
    • Define Your DocuSign Signature
    • Add Your Electronic Notary Public Profile
    • Manage Email Notification Settings
   
  • Using Advanced Options When Sending
    • Introduction to Using Advanced Options When Sending
    • Use Supplemental Documents
    • Allow Recipients to Markup a Document
    • Configure Reminders and Expirations
    • Customize Email and Language for Recipients
 
  • Using Additional Recipient Actions When Sending
    • Introduction to Using Additional Recipient Actions
    • Assign the Specify Recipients Action
    • Assign the Allow to Edit Recipient Action
    • Assign the Update Recipients Action
    • Assign the In Person Signer Action
     
  • Using Document Fields 
    • Introduction to Using Fields
    • Navigate the Add Fields View
    • Use Standard Fields
    • Set Field Properties
    • Create Custom Fields
 
  • Using Advanced Fields and Actions when Sending
    • Introduction to Using Advanced Fields and Actions When Sending
    • Use Payment Fields When Sending
    • Use Formula Fields When Sending
    • Use AutoPlace When Sending
    • Use Conditional Logic on a Field When Sending
       

Administrator Learning Courses

  • Configuring Your DocuSign Account Settings    
    • Introduction to Your Account Settings
    • View Your Billing and Usage Account Data
    • Update the Account Profile
    • Update the Regional Time Zone Preferences
    • Set the Default Email Notification Preferences
                       
  • Branding a DocuSign Account
    • Introduction to Branding Your DocuSign Account
    • Establish a Signing Brand
    • Establish Post-Signing Destination URLs
    • Manage Multiple Signing Brands Using Groups
    • Establish a Sending Brand
 
  • Configuring Recipient Signing Settings
    • Introduction to Configuring Recipient Signing Settings
    • Configure Auto Navigation Settings
    • Establish Recipient Signing Settings
    • Establish Envelope Delivery Options
    • Establish a Recipient Legal Disclosure
          
  • Configuring Document Signing Settings 
    • Introduction to Configuring Document Signing Settings
    • Configure a Document Watermark
    • Format Document Date & Time
    • Establish Supplemental Document Permissions
    • Configure the Signature Adoption Settings
      
  • Configuring Document Sending Settings
    • Introduction to Configuring Document Sending Settings
    • Manage Cloud Document Access When Sending
    • Establish Field & Field Property Settings When Sending
    • Manage Document Custom Fields
    • Manage Envelope Custom Fields
  
  • Configuring Recipient Sending Settings
    • Introduction to Recipient Sending Settings
    • Enable and Disable Recipient Comments
    • Manage Recipient Roles When Sending
    • Add and Manage Your Payment Gateways
    • Configure a Recipient’s Permission to View a Document
          
  • Sharing Envelopes Between Users
    • Introduction to Sharing Envelopes Between Users
    • Share Envelopes Between Users
    • Transfer Envelopes Between Users
    • Create Envelope Custody Transfer Rules