Docusign Training & Support Guides

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DocuSign 101 covers the basics of a DocuSign transaction and DocuSign signing ceremony. Topics covered are DocuSign terminology, envelope creation, signing ceremony, envelope management, adopting signatures, and managing email notifications. (1 hour 27 minutes) - Slides

Templates 101 goes over re-usable forms. Intended for users responsible for creation of re-usable forms and developers who are interested in automating processes. Topics covered are templates, template roles, tagging, custom fields, envelope custom fields, matching, template cloning and sharing, and brief demo of PowerForms. (1 hour 51 minutes) - Slides

DocuSign Account Tour Video How to navigate your account, account activation, set up password, select security question, manage profile, using dashboard and how to utilize DocuSign help feature. (1 min 40 sec)

Sending Envelopes How to send an envelope. (1 min 33 sec)

Managing Sent Envelopes ​How to manage envelopes. (2 min 21 sec)

Setting up a Signature How to choose, draw or upload your signature. (45 sec)

Correcting an Envelope Correcting a document envelope that has been sent but not yet completed. (2 min 21 sec)

Using a Template How to send an envelope using a template. (1 min 46 sec)

Template Creation & Matching How to create a template and intelligent document recognition for new documents that match existing templates. (2min 21 sec)

Signing Documents How to sign a document. (1 min 9 sec)

Details

Details

Article ID: 9569
Created
Tue 9/29/26 12:50 PM
Modified
Tue 9/29/26 3:54 PM

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