- Weeks Three and Four
- DocuSign Processes
- Account Team Orchestration
-
Account Team Orchestration 0 Std. 15 Min.
- Product: CLM and Insights Deeper Dive
- CLM Product Deep Dive
-
Why CLM 1 Std. 0 Min.
-
CLM + | CLM and Analyzer 1 Std. 15 Min.
-
CLM Demo Provisioning Guide 0 Std. 30 Min.
-
DSU | CLM Introduction 0 Std. 20 Min.
-
DSU | CLM: Navigate the User Interface 0 Std. 40 Min.
-
DSU | CLM: Manage Folders and Documents 0 Std. 40 Min.
-
DSU | CLM: Apply Attributes and Use Search 0 Std. 10 Min.
-
DSU | CLM: Automate Manual Tasks 0 Std. 45 Min.
-
DSU | CLM: Create Reports 0 Std. 20 Min.
-
DSU | CLM: Manage Parties 0 Std. 20 Min.
-
DSU | CLM: Configure for Salesforce 0 Std. 20 Min.
-
DSU | CLM: Customize, Integrate and Deploy 0 Std. 20 Min.
-
Earn your DocuSign CLM Administration Specialist 2021 Badge 1 Std. 0 Min.
- Week Five and Six
- DocuSign CLM Video Series
-
Instructions
-
CLM Video Series 0 Std. 40 Min.
-
DocuSign CLM Video Series Knowledge Check 0 Std. 10 Min.
- Value Selling CLM
-
Value Selling CLM 0 Std. 15 Min.
- Insights: Product Deep Dive
-
DSU | Insight: Training Overview 0 Std. 10 Min.
-
DSU | Insight: Navigate and Search 0 Std. 15 Min.
-
DSU | Insight: Administration Fundamentals 0 Std. 35 Min.
-
DSU | Insight: Custom Configuration 0 Std. 35 Min.
-
Earn your DocuSign Insight Recognition Badge 1 Std. 0 Min.
- Manager 1:1
-
Manager 1:1
Strategic Services Essentials: Weeks Three through Six
This course contains your required actions for weeks three through six as a new member of the Strategic Services team. In this course you will continue shadowing, practice your pitching skills and lastly, certify your knowledge with a Bronze capstone to obtain your certification.
Welcome to Strategic Services Essentials Weeks Three to Week Six
This course contains your required actions for weeks three thought six as a new member of the Strategic Services team.
This course will take you through a deeper dive of our DocuSign processes and products.
The navigation includes:
Week Three through Six:
DocuSign Processes:
- Account Team Orchestration
DocuSign CLM Product Deep Dive:
- Earn your DocuSign CLM Administration Specialist Badge 2021
Continuing the CLM Product Deep Dive:
- CLM Video Series
- Value Selling CLM
Insight Product Deep Dive:
- Earn your DocuSign Insight Specialist Badge for 2021