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GS eSignature Basics Day 1:
Support Expert Values and Expectations
GS Creating a Gmail Account
GS Creating a DocuSign Sandbox
GS Internal Understanding
How to Sign a Document
GS Managing Envelopes As A DocuSign Signer
Day 1 Signing Activity
GS Case Creation Overview
GS Case Taxonomy
GS Salesforce Service Console Phone Case Creation and Management
GS Contacts To Multiple Accounts for Customer Support
Day 1: Signing Case Activities
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GS eSignature Basics Day 2:
GS Email, DSC & Chat Case Management
GS Using Other Signing Actions When Signing Envelopes
GS Other Signing Actions Activity
GS Using Advanced Features when Signing Envelopes
GS Day 2: Advanced Signing Case Activities
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GS eSignature Basics Day 3:
Send Your First Envelope
Set Up Your DocuSign Profile
Perform Envelope Actions After Sending
Send from a Mobile Device
Create a DocuSign eSignature Template
Send With DocuSign eSignature Templates
Manage Your Envelopes
GS My Profile/Manage Profile
Send with DocuSign Identify
GS Day 3: Sending Case Activities, pt 1
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GS eSignature Basics Day 4:
-Configure Envelopes for Sending
-Assign Recipient Actions for Sending
-Customize Fields for Sending
-Mix and Match Activity
-Manage and Share DocuSign eSignature Templates
-Day 4: Sending Case Activities, pt 2
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GS eSignature Basics Day 5:
GS Sender Fundamentals Practice Activities
GS Sender Fundamentals Kahoot!
Get Started With DocuSign PowerForms
Send Using PowerForms and Bulk Send
Manage PowerForms and PowerForm Responses
Day 5: PowerForm and Bulk Send Case Activities
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GS eSignature Basics Day 6:
Send Using PrintDriver
Sign on a Mobile Device
GS Sender Electives Assessment Quiz
Get Started with eSignature Administration
Brand eSignature Accounts
Day 6: Sending Case Activities, pt 3
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GS eSignature Basics Day 7:
Manage eSignature Users
eSignature Share and Transfer Ownership
eSignature Reporting and Auditing
Day 7: Admin Case Activities
Configure Signing Settings
Configure Sending Settings
Day 7: Signing and Sending Settings Case Activities
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GS eSignature Basics Day 8:
GS Admin Practice Activities
Admin Fundamentals Kahoot!
GS Admin Electives Quiz
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GS eSignature Basics Day 9:
-Mix and Match Activity
-GS DocuSign Payments
-GS DocuSign for Mobile
-GS DocuSign Simplified Sending
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GS eSignature Basics Day 10:
-DocuSign eSignature Administration Specialist
-GS Web Application Administration Specialist Practical Test
-GS Logical Thinking Framework
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GS eSignature Basics Day 11:
-GS Using Slack for Customer Support
-GS Where to Find Resources
-GS App Tools - Basics
-Resources and Searching Activities
-Global Support Employee Communications (GSEC)
-GS Policies and Procedures
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GS eSignature Basics Day 12:
-Polices and Procedures Scavenger Hunt
-GS Quality Management
-Role Playing Activity
-GS Case Management Practice Activities
-GS Phone Case Practice Activities
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GS eSignature Basics Day 13:
-GS Case Management Assessment
-GS Strikethrough for Real Estate Customers
-GS Standards-Based Signatures - IDnow and AriadNext Troubleshooting
-Send with eNotary
-Send Using Remote Online Notarization
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GS eSignature Basics Day 14:
- BADmin Internal Support Tool for Tier 1
- GS Access Management
- DocuSign eSignature for Google
- GS eSignature Web Application Troubleshooting
- GS Web Plans & Refunds
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GS eSignature Basics Day 15:
- GS Expert Genesys Call Handling and Case Routing
- Submitting Account Change Requests (ACRs)
- Next Best Action (NBA) Training
- GS KCS Article Training
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