Learn the Basics

Private Campus
This scoped and paid engagement is available for all DocuSign products and integrations and allows you to take full advantage of the depth and breadth of our lear...
Campus Pass
DocuSign University Campus Pass is the preferred starting point for many of our customers because it provides learners the opportunity to explore, revisit and und...
Remote Contract Management with DocuSign Gen
Create Gen templates to streamline your contract lifecycle management
CLM: Switch Edit or Sync to UAT with a Mac
How-to for switching to a UAT account with CLM Edit with a Mac computer
DocuSign eSignature Essentials for Salesforce User Guide
A guide for using the eSignature functionality of the DocuSign Apps Launcher for Salesforce package.
Activate Your Negotiate or Gen Account
How-to for activating a Gen or Negotiate account created for you by a DocuSign admin.
Accessing DocuSign Apps Launcher Features
How-to for accessing DocuSign Apps Launcher apps and features.
Import and Edit DocuSign Files
How-to for adding and editing content in the DocuSign Files section of your Salesforce record pages.
Get Started as a DocuSign eSignature Admin (part one)
Get Started as a DocuSign eSignature Admin (part one) Follow these quick steps to get started as a DocuSign eSignature Admin.
DocuSign Gen for Salesforce Admin Guide (PDF)
This guide shows you how to install and set up DocuSign Gen for Salesforce.
Send a Quote with DocuSign eSignature for Salesforce CPQ
How-to for sending a quote in Salesforce using the DocuSign eSignature for Salesforce app.
DocuSign eSignature for Salesforce CPQ Table of Contents
Table of Contents for the DocuSign eSignature for Salesforce CPQ Quick Start Guide.
DocuSign CLM - Find your version
How to tell which version of DocuSign CLM you're using.
DocuSign CLM Implementation Best Practices Guide
Getting Started With DocuSign CLM - Implementation Best Practices Guide
DocuSign CLM - Reassigning Orphaned Workflow Tasks
Orphaned Tasks is a queue in the DocuSign CLM Tasks page displaying workflow tasks that were assigned to a user who no longer exists.
DocuSign CLM - Remove Public Share Access from a Folder or File
Creating a public share link for a document or folder allows non-DocuSign CLM users to view content from your account.
DocuSign CLM - How to test a Scheduled Rule
In DocuSign CLM, if you are building a scheduled rule, there is a method for testing to make sure that it will run as expected.
DocuSign CLM - Reassigning Workflow Tasks
Reassign workflow tasks for employees who were on vacation/leave
DocuSign CLM - Allowing Security Access for DocuSign CLM Edit or Business Sync Folders on a PC
The DocuSign CLM Business Sync and DocuSign CLM Edit apps are tools that are used to sync DocuSign CLM content between your computer and the online account.
DocuSign CLM - Stopping In Progress Workflows and Tasks
You can pause or abort DocuSign CLM workflows if you need to cancel a task.
DocuSign CLM - Common DocuSign CLM Edit Issues
The following article can be used as a general troubleshooting guide for DocuSign CLM Edit installed on the Windows operating system.
DocuSign Gen for Salesforce User Guide
Guide for activating your Gen user and creating contracts with a Gen custom button.
Activate User Account - DocuSign Gen for Salesforce
Steps to activate your DocuSign Gen for Salesforce user account.