Onboarding Consulting Bronze | Week 2

Kurs 3 von 9 in Agreement Cloud Expert | Onboarding Consulting | Bronze

Welcome to week 2 of your onboarding experience! This week, you will learn more about our eSignature product.

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Über diesen Kurs

This week, you will: 

  • Continue learning the Onboarding Consulting processes
  • Deepen your knowledge on the DocuSign Administration
  • Enhance your knowledge on the Sending settings
  • Explore the template and Powerform capabilities
  • Practice on your Sandbox account
  • Listen to your peer's customer calls
  • Practice the Kickoff call presentation

Studienplan27 Std. 30 Min.

  • Introduction
  • Welcome to Week 2 0 Std. 5 Min.
  • OC Process
  • Onboarding Consulting Playbook 1 Std. 0 Min.
  • OC Product | eSignature Administration
  • Get Started with DocuSign: eSignature Administration - Part 2 1 Std. 15 Min.
  • Recommended Reading 1 Std. 0 Min.
  • eSignature Administration | Practice Activities
  • eSignature Administration | Activity 1 0 Std. 30 Min.
  • eSignature Administration | Activity 2 0 Std. 30 Min.
  • eSignature Administration | Activity 3 0 Std. 30 Min.
  • eSignature Administration | Knowledge Check
  • eSignature Administration | Knowledge Check 0 Std. 15 Min.
  • OC Product | Sending eSignature
  • Get started with Sending eSignature - Part 2 1 Std. 15 Min.
  • Recommended Reading 1 Std. 0 Min.
  • Sending eSignature | Practice Activities
  • Sending eSignature | Activity 1 0 Std. 45 Min.
  • Sending eSignature | Activity 2 0 Std. 30 Min.
  • Sending eSignature | Activity 3 0 Std. 30 Min.
  • Sending eSignature | Activity 4 0 Std. 30 Min.
  • Sending eSignature | Knowledge Check
  • Sending eSignature | Knowledge Check 0 Std. 15 Min.
  • OC Product | Customizing eSignature
  • Customize your eSignature Process 1 Std. 50 Min.
  • Recommended Reading 1 Std. 0 Min.
  • Customizing eSignature | Practice Activities
  • Customizing eSignature | Activity 1 1 Std. 0 Min.
  • Customizing eSignature | Activity 2 1 Std. 0 Min.
  • Customizing eSignature | Activity 3 0 Std. 45 Min.
  • Customizing eSignature | Knowledge Check
  • Customizing eSignature | Knowledge Check
  • Week 2 | Required Actions
  • Practice Exam: Use Case 2 Std. 0 Min.
  • Record 5 Calls Shadowing 5 Std. 0 Min.
  • Mock Call Preparation 1 Std. 20 Min.
  • Review Mock Call 0 Std. 40 Min.
  • US Only | Real Estate Learning Plan
  • Introduction | Real Estate 0 Std. 5 Min.
  • Real Estate | WalkMe 3 Std. 0 Min.

Über diesen Kurs

This week, you will: 

  • Continue learning the Onboarding Consulting processes
  • Deepen your knowledge on the DocuSign Administration
  • Enhance your knowledge on the Sending settings
  • Explore the template and Powerform capabilities
  • Practice on your Sandbox account
  • Listen to your peer's customer calls
  • Practice the Kickoff call presentation

Studienplan27 Std. 30 Min.

  • Introduction
  • Welcome to Week 2 0 Std. 5 Min.
  • OC Process
  • Onboarding Consulting Playbook 1 Std. 0 Min.
  • OC Product | eSignature Administration
  • Get Started with DocuSign: eSignature Administration - Part 2 1 Std. 15 Min.
  • Recommended Reading 1 Std. 0 Min.
  • eSignature Administration | Practice Activities
  • eSignature Administration | Activity 1 0 Std. 30 Min.
  • eSignature Administration | Activity 2 0 Std. 30 Min.
  • eSignature Administration | Activity 3 0 Std. 30 Min.
  • eSignature Administration | Knowledge Check
  • eSignature Administration | Knowledge Check 0 Std. 15 Min.
  • OC Product | Sending eSignature
  • Get started with Sending eSignature - Part 2 1 Std. 15 Min.
  • Recommended Reading 1 Std. 0 Min.
  • Sending eSignature | Practice Activities
  • Sending eSignature | Activity 1 0 Std. 45 Min.
  • Sending eSignature | Activity 2 0 Std. 30 Min.
  • Sending eSignature | Activity 3 0 Std. 30 Min.
  • Sending eSignature | Activity 4 0 Std. 30 Min.
  • Sending eSignature | Knowledge Check
  • Sending eSignature | Knowledge Check 0 Std. 15 Min.
  • OC Product | Customizing eSignature
  • Customize your eSignature Process 1 Std. 50 Min.
  • Recommended Reading 1 Std. 0 Min.
  • Customizing eSignature | Practice Activities
  • Customizing eSignature | Activity 1 1 Std. 0 Min.
  • Customizing eSignature | Activity 2 1 Std. 0 Min.
  • Customizing eSignature | Activity 3 0 Std. 45 Min.
  • Customizing eSignature | Knowledge Check
  • Customizing eSignature | Knowledge Check
  • Week 2 | Required Actions
  • Practice Exam: Use Case 2 Std. 0 Min.
  • Record 5 Calls Shadowing 5 Std. 0 Min.
  • Mock Call Preparation 1 Std. 20 Min.
  • Review Mock Call 0 Std. 40 Min.
  • US Only | Real Estate Learning Plan
  • Introduction | Real Estate 0 Std. 5 Min.
  • Real Estate | WalkMe 3 Std. 0 Min.