DocuSign eSignature Fundamentals

This series of short videos covers a range of topics related to DocuSign eSignature (videos can be viewed in any order). Bookmark this page for future reference and share the link with your team of DocuSign users. Note: Captions and subtitles in different languages can be toggled on. 

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Additional self-paced content and live instructor-led course schedules can be accessed on DocuSign University. Looking for more information about DocuSign University’s subscription service, or custom enablement? Email docusignuniversity@docusign.com.
 

Table of contents


Signer
Video: Sign a Document with DocuSign
Learn how to sign a document with DocuSign. (1:09)

 

Sender
Video: Navigate Your DocuSign eSignature Account
Learn how to navigate the DocuSign application and where to go for help and support. (1:40)

Video: How to Send an Envelope
Learn how to send an envelope with DocuSign, including uploading documents, adding recipients, defining the workflow, customizing messaging and using standard recipient fields. (1:46)

Video: Sign Your Own Document
Learn how to sign your own document and send a copy to additional recipients. (1:22)

Video: Send an Envelope Using a Template
Learn how to send an envelope using a template when the document doesn't change. (1:47)

Video: Apply a Template to an Envelope
Learn how to apply a template to an envelope manually and by using template matching. (1:55)

Video: Send an Envelope Using Bulk Send
Learn how to send one document to multiple recipients at a time using Bulk Send. (2:12)

Video: Manage a DocuSign Envelope
Learn how to manage your DocuSign envelopes, including resending, correcting, voiding, creating a copy, and deleting an envelope. (2:21)

 

Template Creator
Video: Create a DocuSign Template
Learn how to create a DocuSign template for eSignature. (2:24)

Video: Edit a DocuSign Template
Learn how to edit an existing DocuSign template. (1:07)

Video: Set Template Matching Behavior
Learn how to adjust and set the template matching behaviors for your account. (1:43)

Video: Share a DocuSign Template
Learn how to share a DocuSign template with other Users on your account. (1:38)

Video: Protect a DocuSign Template From Changes
Learn how to limit changes to templates and template fields. (1:24)

Video: Create a PowerForm
Learn how to create and distribute a PowerForm. (2:25)


Administrator
Video:
Navigate Settings
Learn how to navigate your DocuSign account. (1:40)

Video: Manage Users
Learn how to manage users in our DocuSign account. (2:04)

Video: Manage Permission Profiles
Learn how to manage user permissions and profiles as an Administrator. (2:07)

Video: Manage Groups
Learn how to manage groups. (2:15)

Video: Configure Signing Settings
Learn how to configure signing settings for your account. (2:02)

Video: Configure Sending Settings
Learn how to configure sending settings for your account. (2:02)

Video: Customize Branding
Learn how to customize the branding in your account. (2:09)

Video: Configure Envelope Sharing
Learn how to configure how envelopes are shared from your account. (1:40)

Video: Manage Custody Transfer Rules
Learn how to manage custody transfer rules as an Administrator. (1:58)