-
Introduction
- Industry Knowledge
-
Financial Services: Get Started with DocuSign 10 Min.
-
Configure eSignature Identity Verification Preferences
-
Send Using Print Driver
-
Send Using eSignature Bulk Send
-
Send Using Document Visibility
-
Get Started with eSignature Administration
-
eSignature Share and Transfer Ownership
-
Manage eSignature Users
-
Configure Sending Settings
-
Detect Potential Threats with DocuSign Monitor
-
DSU | Trigger Actions with eSignature Data 20 Min.
-
Industry FinServ 30 Min.
-
Knowledge Transfer 30 Min.
-
Knowledge Transfer - Record Completion 2 Min.
-
Retail_Banking_Enterprise & Commercial 30 Min.
-
FinServ Digital Adoption Playbook 30 Min.
-
Overview - Complete Projects 30 Min.
-
Complete Projects #1 5 Min.
-
Complete Projects #2 5 Min.
-
Complete Projects #3 5 Min.
-
Complete Projects #4 5 Min.
-
Complete Projects #5 5 Min.
- Shadowing
-
Overview - Shadow Others 180 Min.
-
Call Shadow #1 5 Min.
-
Call Shadow #2 5 Min.
-
Call Shadow #3 5 Min.
-
Overview - Be Shadowed 120 Min.
-
Be Shadowed #1 5 Min.
-
Be Shadowed #2 5 Min.
- Capstone
-
Capstone 60 Min.
-
Upload Recording 5 Min.
-
Manager Conversation 30 Min.
Adoption Consulting Silver - Financial Services
Kurs 3 von 5 in Agreement Cloud Expert | Adoption Consulting Silver Financial Services
In this course you will learn more about how the DocuSign Agreement Cloud can enhance the Financial Services Industry. This course is required for Financial Services Vertical.
Welcome to the Financial Services Path! This Financial Services Branch Path is a subset of the Adoption Consulting SILVER Certification program.
When you finish going through this content, please return to the main Silver Learning Path. This sub-path consists of vertical specific content on Financial Services, as well as some required actions, such as project completion and shadowing peers. Please see an outline of the lessons you will complete below:
- FinServ DSU Learning path
- Industry EDU
- Knowledge Transfer
- Retail Banking_Enterprise & Commercial
- FinServ Digital Adoption Playbook
- Project Completion
Call Shadowing
- Shadow 3 calls
- Be shadowed for 2 calls
You will then be expected to put it all together through our Vertical Capstone. This will give you an opportunity to practice your skills as you are expected to present a Vertical Success Story.