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
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 template
How to use DocuSign to save time and build documents efficiently
How to create the best signing experience for your clients
How to automate the signing workflow when sending documents to multiple people
How to create a developer account so that you don’t waste your paid envelopes when testing
Here's the course outline:
How envelopes work
What is a System of Agreements
How to send envelopes
How to use the bulk-send feature
How to configure envelopes' workflow (recipient actions and signing order)
How to choose the right type of fields
How to use and customize your fields (conditional logic, formula fields, etc.)
How to prepare your documents so that they are compatible with DocuSign
How to create templates for static documents
How to create templates for variable documents
How to create PowerForms
How to administer your account
How to share envelopes and templates with other users
I’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!
