Training

Get up and running quickly with training from DocuSign.

Want to expand your knowledge or become a DocuSign expert? We can help with that too.

Below are the suggested resources and training classes available from DocuSign. To access the below training you need a DocuSign account. If you do not have an account please follow the instructions on the Getting Started page. All Users are recommended to review the material under the "Basic Sending Training" section. If you are looking for more advanced options to build your workflows please review the training for "Advanced Sending Training" and "Template Creators".

PowerForms

The Child Care Subsidy form is a great use case for PowerForms because it enables the caregiver to initiate the reimbursement process on their own, and can be routed to a specific person or group of persons within the CBC to review the request and approve.

Click here to see the form in action, and watch the training video to the left to set up your own PowerForm!

Template Packeting

Individual FL DCF forms can be combined in the same DocuSign envelope to create a "packet" of forms. Download the guides below to combine templates into one packet, or remove individual forms that are not needed from a prebuilt packet template.

Basic Sending Training

Learn the basics of DocuSign: Video Library

Sign a Document

Navigate Your Account

Send an Envelope

Send an Envelope Using a Template


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. Click Here (15 minutes)


  • Configure Your eSignature Profile- This course outlines key steps to configuring your DocuSign eSignature profile and preferences. After reviewing this course, you will be able to customize your personal profile information, define your DocuSign signature style, manage your email notifications, configure your address book and contacts, and add a signing delegate. Click Here (15 minutes)


  • Configure Fields for Sending- This course shows how to use the Add Fields view to customize the eSignature 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; customize and use a variety of advanced fields, including custom, pre-fill, drawing, and formula fields; and configure advanced field properties for conditional, collaborative, and AutoPlace fields. Click Here (30 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. Click Here (20 Minutes)


  • Send from a Mobile Device- This course shows how to use the DocuSign Mobile eSignature app to get work done faster without being tied to an office. After reviewing this course, you will be able to prepare, send, sign, and manage eSignature envelopes from your mobile device. Click Here (15 Minutes)


Advanced Sending Training

DocuSign University Training Modules:

  • Create and Manage eSignature Templates- After reviewing this course, you will be able to create an eSignature template, share templates with other users on your account, protect shared templates, manage templates, and send envelopes using templates. Click Here (30 Minutes)


  • Send Using Standard Envelope Features- This course focuses on the benefits of customizing your envelopes by using standard and optional features within DocuSign eSignature. After reviewing this course, you will be able to set reminders and expirations, use comments and document markup, configure scheduled sending, enable delegated signing and responsive signing, and configure smart sections. Click Here (45 Minutes)


  • Send Using Advanced Workflow Features- This course focuses on the benefits of using advanced eSignature features to bring greater speed, flexibility, and control to your workflows. After reviewing this course, you will be able to speed up agreement workflows by using conditional routing, signing groups, and shared access; add flexibility to your workflows by using delayed routing and advanced recipient types; and gain added control over your workflows by using document visibility and supplemental documents.
    Click Here (30 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. Click Here (15 Minutes)


  • Create and Manage DocuSign PowerForms- After reviewing this course, you will be able to create and distribute a DocuSign PowerForm, view PowerForm responses, and manage PowerForms. Click Here (15 Minutes)


  • Send Using eSignature Bulk Send- This course shows how to simplify the sending process by using bulk send to reach large audiences. After reviewing this course, you will be able to generate and complete customized bulk recipient CSV files, and send and manage bulk send envelopes. Click Here (30 Minutes)

Template Creators

Template Builder Video Library:

How to Create a Template

How to Edit a Template

How to set Template Matching Behavior

How to Protect a Template from Changes


Support Guide to creating and working with templates Click Here


DocuSign template library- The DocuSign Template Library is designed to help you start building templates. The template samples are configurable and showcase features like recipient routing order and field validation, which help reduce errors and provide the digital experience your customers expect when doing business in today's digital world. Click Here


DocuSign University Training Modules:

  • Get Started: Template Creation Basics for eSignature (Webinar)- In this hands-on learning lab, you will learn how to create a template, use a template from your template folder, apply a template to an uploaded document and tips for managing your templates. Click Here (1 Hour)


  • Create and Manage eSignature Templates- After reviewing this course, you will be able to create an eSignature template, share templates with other users on your account, protect shared templates, manage templates, and send envelopes using templates. Click Here (30 Minutes)

Admins

DocuSign University Training Modules:

  • Configure your eSignature Account- This course enables you to configure basic account profile and security settings, create custom brands, and navigate additional eSignature account resources. Click Here (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. Click Here (35 Minutes)


  • Configure Basic eSignature Settings- This course enables you to customize recipient settings including auto-navigation, envelope delivery options, and signature adoption. You will also learn how to create document custom fields, add reminders and expiration, and configure recipient roles. Click Here (40 Minutes)


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

Developers

If you are interested in developing APIs reach out to (COE Team) to learn more about the developer profile and process.

API Developer Journey Guide: Click Here

DocuSign Developer Site: Click Here

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)