Description
In this course, participants will learn how to get started sending documents with DocuSign eSignatures. Participants will leave with an understanding on how to assign recipients and create custom fields under the expert guidance of the trainer.
Details
Length
3 hours
PDU
3
Delivery Method
In Person | Live Virtual
Materials
- Access to the Solarity LMS including the recording for the training
- Other resources as provided by the trainer
Objectives
- Assign Recipient Actions for Sending;
- Configure Envelopes for Sending;
- Customize Fields for Sending;
- Manage Your Envelopes;
- Send Using Document Visibility;
- Send Using PowerForms and Bulk Send;
- Send Using Print Driver;
- Send with eNotary; and
- Send Using Conditional Routing.