Kansas Department of Administration

Creating and Managing Templates

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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)

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