What you'll learn
How to send envelopes step-by-step
How to convert any documents into a DocuSign template
How to configure the DocuSign account settings
How to add your branding to your envelope
How to use formula fields
How to use conditional logic
How to bulk-send envelopes
How to add to reduce errors in documents by adding validation
Requirements
None
Description
Are you a busy professional wasting too much time on paperwork? Are you struggling to set things up in DocuSign?Life is too short to fight with paperwork; I've created this course for you to save time and money by getting rid of paper and collecting accurate data and signatures in no time.The reality is that DocuSign is a great tool full of features, but it is overwhelming because you don't know where to start. My students often spend countless hours on YouTube or DocuSign support pages before signing up for the course.By the end of the course, you will know:How to convert any documents into a DocuSign envelope or templateHow to use DocuSign to save time and build documents efficientlyHow to create the best signing experience for your clientsHow to automate the signing workflow when sending documents to multiple peopleHow to create a developer account so that you don't waste your paid envelopes when testingHere's the course outline:How envelopes workWhat is a System of AgreementsHow to send envelopesHow to use the bulk-send featureHow to configure envelopes' workflow (recipient actions and signing order)How to choose the right type of fieldsHow to use and customize your fields (conditional logic, formula fields, etc.)How to prepare your documents so that they are compatible with DocuSignHow to create templates for static documentsHow to create templates for variable documentsHow to create PowerFormsHow to administer your accountHow to share envelopes and templates with other usersI've created this course with real-life examples, including W9, letters of offer, application forms, and HR documents.You'll know the best way to set things up because you'll be learning by an ex DocuSign trainer!The reason I know that you'll master DocuSign by the end of the course is that I've crafted practice exercises for you so that you can learn by doing!See you in Chapter one!
Overview
Section 1: Introduction
Lecture 1 Introduction
Section 2: Module #1: Foundation Principles
Lecture 2 What We'll Be Covering In Module #1
Lecture 3 How DocuSign Works
Lecture 4 The Modern System Of Agreement
Lecture 5 Unlocking DocuSign's Power
Lecture 6 Always Test In A Safe Environment
Lecture 7 How To Set Your Account Settings The Right Way
Lecture 8 Key Takeaways & Next Steps
Section 3: Module #2: Sending & Managing Envelopes
Lecture 9 How To Prepare Documents For eSignature
Lecture 10 How To Configure Your Envelopes
Lecture 11 How To Send Envelopes
Lecture 12 How To Manage Envelopes
Lecture 13 How To Correct Envelopes
Lecture 14 How To Void Envelopes
Lecture 15 How To Share Envelopes
Lecture 16 Key Takeaways & Next Steps
Section 4: Module #3: Using & Managing Various Fields
Lecture 17 Why Fields Are So Important
Lecture 18 How To Properly Configure Your Fields
Lecture 19 Visibility Of Fields And Why It Matters
Lecture 20 How To Use Data Labels
Lecture 21 Adding Validation To Fields
Lecture 22 Creating, Managing & Sharing Custom Fields
Lecture 23 How To Use Formula Fields
Lecture 24 Using Conditional Logic
Lecture 25 How To Create Professional-Looking Documents
Lecture 26 Key Takeaways & Next Steps
Section 5: Module #4: Working With Templates
Lecture 27 The Biggest Time-Saver In DocuSign: Templates
Lecture 28 Static vs Dynamic Documents
Lecture 29 Creating A Static Document Template
Lecture 30 How To Add Variable Information To Static Documents
Lecture 31 How To Download Data From Your Forms
Lecture 32 How To Create A Dynamic Document Template
Lecture 33 Save Time By Bulk Sending Envelopes
Lecture 34 Managing & Sharing Templates
Lecture 35 Key Takeaways & Next Steps
Section 6: Module #5: Working With Power Forms
Lecture 36 What Are Powerforms
Lecture 37 Creating Powerforms
Lecture 38 Changing Powerform's Sender
Lecture 39 Downloading Powerform Responses
Lecture 40 Adding Dynamic Info In Fields
Lecture 41 Configuring Powerform's Options
Lecture 42 Bypassing Powerform's Landing Page
Lecture 43 Key Takeaways & What's Next
Complete beginners,Experienced DocuSign users who want to improve their skills


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