Product Overviews
CoSign Cloud Product Lifecycle
Special Announcements – Product Lifecycle – End of Support as of: February 01, 2018 (service-offline date)
New DocuSign Experience Administrator Guide (PDF)
Information for DocuSign administrators to manage users and account settings. Topics include: Billing, Security, Branding, User Permissions, Reminders, Expiration...
Welcome to the New DocuSign Experience
Take a video tour of the New DocuSign Experience. Get contact information for Customer Support and the DocuSign Community.
DocuSign for Word (PDF)
DocuSign for Word allows users to send or sign documents created or edited in Word 2016.
DocuSign for Word - Overview
This is an overview of DocuSign for Word.
Welcome to Administration - New DocuSign Experience
This topic provides an overview of the DocuSign administrator experience. This is only for administrators who manage multi-user accounts.
New DocuSign Experience User Guide (PDF)
Information for DocuSign users on sending and managing their documents, and user preferences.
DocuSign Essentials - Self-study
A team with the proper training, resources and skills is critical for a pathway to success. Learning resources for the Signer, Sender and Admin roles. Short bite-...
Feature Availability - New DocuSign Experience
Detailed feature matrix showing feature availability for the New DocuSign Experience.
Supported File Formats - New DocuSign Experience
You can send many types of files through DocuSign.
DocuSign for SharePoint On-Prem (PDF)
DocuSign for SharePoint allows users to sign or get signatures from any SharePoint document library. DocuSign for SharePoint is available for Microsoft SharePoint...
What happens to a users data once the user is closed?
When closing a user, it will affect access to certain user data. Learn more about: Sharing Envelope, Templates, Custom Fields and Reporting
DTR for Real Estate Managers Guide (PDF)
Guide for managers about how to set up and manage real estate transactions in DTR.
DocuSign for Salesforce Lightning Guide (PDF)
How to install and use DocuSign Lightning components.
Install DocuSign for Salesforce
Use this procedure to install and deploy DocuSign for Salesforce.
DocuSign for Salesforce Overview for Users - DocuSign for Salesforce v7
Introduction to DocuSign for Salesforce for users.
How In Person Signing Works - DocuSign for Salesforce v7
An overview of the in person signing process.
Document Retention & Targeted Envelope Purge: What you should know before using these features
Document Retention and Targeted Envelope Purge are two often misunderstood features. DocuSign Support highly suggests you consult this article prior to enabling D...
DocuSign for Salesforce Administrator v7 Guide (PDF)
Information for DocuSign for Salesforce administrators to manage users and account settings.
DocuSign for Salesforce Administrator v6 Guide (PDF)
Information for DocuSign for Salesforce administrators to manage users and account settings.
DocuSign System Status Alerts
You can subscribe to DocuSign's RSS feed by navigating to our System Status Alerts page on our trust site and clicking on the RSS feed button towards the bottom o...
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