Basic Sending Training
DocuSign Basics: Video Library
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)
-
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)
-
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)
