- Introduction
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Introduction 0 Std. 5 Min.
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Webinar and Course Registration 0 Std. 15 Min.
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DocuSign eSignature 101 (0 - 30 Mins)
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eSignature Fundamentals Video Review Lesson
- Get Started with eSignature
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Send Your First Envelope 0 Std. 15 Min.
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Manage your Envelopes 0 Std. 20 Min.
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Configure Fields for Sending 0 Std. 30 Min.
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Assign Recipient Actions for Sending 0 Std. 15 Min.
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Recommended Reading ( 1 hour )
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Practice Activity | Send an Envelope & Edit Profile ( 40 Mins )
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eSignature | Knowledge Check ( 15 Mins )
- eSignature Templates | Create, Manage, Share and Bulk Share Templates
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Create and Manage eSignature Templates 0 Std. 20 Min.
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Send Using eSignature Bulk Send 0 Std. 30 Min.
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Recommended Reading
- Get Started with eSig Admin and Manage eSignature Users
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Get Started with DocuSign :eSignature Admin ( 3 hours)
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Recommended Reading
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Practice Activity | Managing eSignature Users
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Admin Settings | Knowledge Check
- Advanced eSign Admin
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Brand eSignature Accounts 0 Std. 20 Min.
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eSignature Share and Transfer Ownership 0 Std. 45 Min.
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eSignature Reporting and Auditing
- Customize your eSignature Process
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Summary of Customise your eSignature Process
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Send Using Standard Envelope Features
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Send Using Advanced Workflow Features
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Send Using Conditional Routing
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Create and Manage DocuSign PowerForms
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Send Using eSignature Bulk Send
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Send with eNotary (Not Applicable for EMEA)
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Send Using Remote Online Notarization (Not applicable to EMEA)
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Related Reading
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Create and Manage DocuSign Web Forms
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Configure Document Generation for eSignature
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Practice Activity | Create Conditional Routing Use (1 hour)
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Knowledge Check | eSignature Processes (15 Mins)
- Elastic Signing and Org Admin
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Implement Elastic Signing
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Get Started with DocuSign: Organization Management
- Support Compliance with Digital Signatures. ( Mandatory EMEA )
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Support Compliance with Digital Signatures (Mandatory for EMEA) (55 Mins)
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Related readings | Support Compliance with Digital Signatures. (25 Mins)
- DocuSign Click
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DocuSign Click for eSignature (15 Mins )
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Related readings | DocuSign Click (15 Mins)
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Knowledge Check | DocuSign Click (10 Mins)
Dynamic Customer Success Manager | Bronze Certification | Product
Kurs 3 von 7 in Agreement Expert | Dynamic Customer Success Manager | Bronze
In this course, you will learn about essential product knowledge relevant for all new Dynamic Customer Success Managers
Dynamic Customer Success Manager | Product Knowledge
This course contains the main product knowledge you need as a new dynamic CSM. This product knowledge includes:
Webinar and Course Registration (Optional)
E-signature 101
Send Your First Envelope
Reading and Practice
Customise Fields for Sending
Reading and Practice
Assign Recipient Actions for Sending
Reading and Practice
Create a DocuSign eSignature Template
Send with DocuSign eSignature Templates
Reading and Practice
Manage and Share DocuSign eSignature Templates
Send Using PowerForms and Bulk Send
Reading and Practice
eSignature Fundamental Videos
Overview of Reading and Practice