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.

DocuSign University is regularly adding new topics to our workshop series so that you have even more opportunities to get hands-on with DocuSign in the convenience of a virtual classroom. 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 Summary
    • 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
   
  • Sending Envelopes Using Comments
    • Introduction to Sending Envelopes Using Comments
    • Enable and Disable Recipient Comments When Sending
    • View Comment Notifications
    • Reply to Comments
   

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 a 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