Kansas Department of Administration

Training

 

Below are the suggested resources and training classes available from DocuSign. These resources are either videos from the training library or modules produced by DocuSign University.

You can watch videos from the the video library at any time, but to access the DocuSign University training modules you need to have your access to DocuSign set up. To get access, please follow the instructions on the Getting Started page. 

 

Basic Sending Training

DocuSign Basics: Video Library


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DocuSign University Training Modules

  • Send Your First Envelope This course introduces you to DocuSign eSignature and illustrates how simple it is to send an envelope. After reviewing this course, you will be able to perform all the basic steps of sending envelopes, including uploading documents, specifying recipients, adding customized messaging, and adding fields to your documents. (15 minutes)

  • Envelope Actions after Sending  This course covers actions you may need to take on a DocuSign eSignature envelope after it is initially sent. After reviewing this course, you will be able to resend an envelope, correct an in progress envelope, create a copy of an envelope, and void an envelope. (20 Minutes)

  • Managing Your Envelopes  This course details eSignature management and reporting features you can use to organize and gain insights on the envelopes you send. After reviewing this course, you will be able to create and use envelope folders, view and take action on shared envelopes, download and print envelopes, view an envelope’s history and certificate of completion, download form data, and run envelope reports. (20 Minutes)

  • Personal Profiles  This course outlines key steps to configuring your DocuSign eSignature personal profile settings. After reviewing this course, you will be able to manage your personal identity, change your signature style, and manage your email notifications. (15 Minutes)

Advanced Sending Training

DocuSign University Training Modules

  • Configure Envelopes for Sending   This course focuses on the benefits of customizing your envelopes and using optional features within DocuSign eSignature. After reviewing this course, you will be able to add supplemental documents to envelopes; add identity verification methods; configure delayed routing and scheduled sending; customize email languages and messages; set reminders and expirations; enable delegated signing, responsive signing, and smart sections; and use document markup and comments.(45 Minutes)

  • Customize Fields for Sending   This course shows how to use the Add Fields view to customize the signing experience. After reviewing this course, you will be able to add standard fields to a document, view and edit properties through the Field Properties panel, add custom fields, display calculated values by using formula fields, determine how fields display by using conditional logic, and automatically place fields by using AutoPlace. (30 Minutes)

  • Send Using Document Visibility   This course shows you how to control the files each recipient sees through the use of document visibility. After reviewing this course, you will be able to define document visibility, control the visibility of documents to specific recipients by using the document visibility grid, and force document visibility by using invisible fields. (30 Minutes)

  • Send Using PowerForms and Bulk Send   Learn how to use DocuSign eSignature PowerForms and bulk send to reach large audiences. This course focuses on two powerful eSignature tools you can use to reach large audiences. After reviewing this course, you will be able to describe when and why to use PowerForms and bulk send, copy and distribute PowerForm URLs, manage PowerForm responses, generate and complete customized bulk recipient CSV files, and send envelopes using bulk send. (30 Minutes)

  • Manage PowerForms and PowerForm Responses   Learn how to manage, organize, view and download DocuSign eSignature PowerForm data. After reviewing this course, you will be able to: Recognize ways to manage and organize PowerForms, collect and view PowerForm responses, and download PowerForm data. (15 Minutes)

  • Bulk Send Agreements for eSignature Webinar   In this hands-on learning lab, you will learn how to create a bulk mailing list, send envelopes to a bulk list of recipients, and merge recipient information into DocuSign fields. (1 Hour)

  • Send Using Conditional Routing   Learn how to automatically route DocuSign eSignature envelopes based on pre-defined rules. Conditional routing lets you automate the process of sending eSignature envelopes to different recipients based on pre-defined rules. After reviewing this course, you will be able to explain how conditional routing is used, add conditional recipients to templates and envelopes, and configure conditional routing logic for both simple and complex use cases.(15 Minutes)

  • eSignature Share and Transfer Ownership   This course enables you to share envelopes with users on your account, transfer individual envelope ownership to other users on your account and create automatic envelope custody transfer rules. (20 Minutes)

Creating and Managing Templates

Support Guides

Template Builder Video Library
  

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DocuSign University Training Modules

 

 

  • Send Using PowerForms and Bulk Send   After reviewing this course, you will be able to describe when and why to use PowerForms and bulk send, copy and distribute PowerForm URLs, manage PowerForm responses, generate and complete customized bulk recipient CSV files, and send envelopes using bulk send. (30 Minutes)

 

  • Send Using Conditional Routing   Learn how to automatically route DocuSign eSignature envelopes based on pre-defined rules. After reviewing this course, you will be able to explain how conditional routing is used, add conditional recipients to templates and envelopes, and configure conditional routing logic for both simple and complex use cases. (15 Minutes)

For Administrators

DocuSign University Training Modules

  • Get Started with eSignature Administration   This course enables you to configure account settings, security settings, email preferences, and reminder defaults. You will also learn how to establish document retention settings and a legal disclosure. Please note that you may not have access to all sections inside your account. (35 Minutes)

  • Manage eSignature Users   This course enables you to add new users, manage existing users, establish custom permission profiles, establish user groups, and create a signing group on your DocuSign eSignature account. (35 Minutes)

  • eSignature Reporting and Auditing   This course enables you to use the eSignature reporting and auditing tools to gain insights into your DocuSign account. (35 Minutes)

  • eSignature Share and Transfer Ownership   This course enables you to share envelopes with users on your account, transfer individual envelope ownership to other users on your account and create automatic envelope custody transfer rules. (20 Minutes)

For Developers

If you are interested in developing APIs reach out to da_systemssupport@ks.gov to learn more about the developer profile and process.  

DocuSign University Training Modules

  • eSignature API Overview   After reviewing this course you will be able to describe primary DocuSign concepts and processes, discuss how they relate to the DocuSign eSignature API, overview types of DocuSign web integrations, as well as define key terms, signing methods, templates, and best practices for going live with an eSignature integration. Click Here (20 Minutes)

 

  • Introduction to eSignature API Objects   This course introduces the object model that the DocuSign eSignature REST API uses. After reviewing this course you will be able to describe the core objects and components that you can use to create an integration using the DocuSign eSignature API. Click Here (20 Minutes)

 

  • DocuSign API Authentication Overview   After completing this course you will be able to describe the OAuth2 authentication flows that DocuSign APIs support. Click Here (20 Minutes)

 

  • Set Up DocuSign Developer Tools   In order to make requests to DocuSign REST APIs, you need to configure your development environment. After reviewing this course, you will be able to create a DocuSign developer account, generate an integration key and application secret, and configure Postman to make calls to DocuSign APIs. Click Here (15 Minutes)

 

  • Build Envelopes and Use Templates with the eSignature API   This course introduces the common approaches to building envelopes using the DocuSign eSignature REST API. After reviewing this course, you will be able to build API requests for envelopes using direct documents, template references, and composite templates. You will also be able to explain the tradeoffs between different forms of envelope structure, and describe use cases for structuring envelopes using composite templates. Click Here (30 Minutes)

 

  • Go-live with API Integrations   After reviewing this course, you will be able to describe the processes and best practices involved with moving a DocuSign integration from a development environment to a production environment. Click Here (20 Minutes)

 

 

Please feel free to reach out the DofA Systems Support team with any questions you might have.

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