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DocuSign LEARNING UNIT V.2
College of Haringey Enfield and North Ea
Created on February 7, 2023
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Transcript
DocuSign Learning Unit
Everything you need to know
Start
By Digital Experience Unit
Introduction to DocuSign
index
Session Objectives
Pre-recorded learning session
Self-evaluation
For more information
Introduction to docusign
Send, sign, success!
Sign from almost anywhere - you will be able to sign documents on-the-go online and from a mobile app. You will be able to send out documents to multiple users in serial, parallel and mixed sequencing to tailor to your department needs.
Session Objectives
In today's sessions you will learn how to:
Activate and access your DocuSign account.
Modyfy a template with relevant fields.
Create and send an evelope.
How to access help and further Docusign training resources.
pre-Recorded Session
self-evaluation
self-evaluation
Please complete this quick set of questions to see what you have learnt about DocuSign today
Start
self-evaluation
question 1/5
How many recipients can be added to an envelope?
Answer A You can add 30+
Answer B 1
Answer C 2
Answer D Up to 3
self-evaluation
Correct!
On to the next question!
self-evaluation
question 2/5
Which one of the options does not require the recipient to sign a document but allows them to view and download a copy of the contract once it is completed
self-evaluation
Correct!
On to the next question!
self-evaluation
question 3/5
What is the order of steps, which you will need to take in order to succesfully send an envelope with a contract to be signed.
A. Select the signing order if needed and check if correct roles are assigned
B. Make sure you can see document uploaded, add recipients to the envelope
C. Assign document fields for each recipient and 'Send' your envelope
D. Press start or upload your document, followed by 'Send an envelope'
E. Edit email subject, email message and press 'Next'
Solution
self-evaluation
Correct!
On to the next question!
self-evaluation
oops! Wrong answer
Why don't you try it again? Be brave!
self-evaluation
congratulations!
You have answered eveything correctly
Summary
for more information
Contacts
Links of interest
Calum West - Business Partner
Lead for the roll-out of DocuSign
Recorded Webinar - Getting Started
Rachel Cronin - Customer success manager
Open a Support Ticket
Supporting the GLA for the roll-out of DocuSign
DocuSign University
Magdalena Siwek - Digital training and culture change manager
DocuSign Events and Webinars
Training and support for the roll out of DocuSign
Reflect on what you have learned.
+Feedback
good job!
learning unit completed
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