Getting Started as an eSignature Admin
As an Admin, you’ll be the hero of your organisation as you set up and manage the DocuSign eSignature platform. Let's get started!
Congratulations!
Great work, you’ve completed your onboarding! Now, you can deepen your understanding of the DocuSign Agreement Cloud by earning any of our Badges.
Completion of any of the courses in this program will empower you to really drive forward with DocuSign and enhance your existing systems of agreement.
Get Started
Welcome to DocuSign eSignature, we're so glad you're here! This checklist is a self-paced resource designed to help you get up and running with your account faster, with step-by-step instructions.
Please feel free to bookmark, share and return to this site as often as you need to while you familiarise yourself with your new account.
For an instructor-led onboarding experience, visit step 10 on this checklist for details about our live, complimentary group onboarding webinars that run weekly.
Activate your Account
To log in to your account for the first time, check your email for an account activation message from DocuSign and follow the prompts.
Best Practice
The activation link will expire after 30 days so be sure to activate your account as soon as possible. If you need help activating your account, visit our troubleshooting page, or DocuSign Support under "More Support Options".
Configure your Account Settings
As a DocuSign Administrator, you have the ability to configure settings for your organisation's account. Ensure you and your users are set up for success and security by watching the video below and completing the short, self-paced course at DocuSign University.
Send Your First Envelope
Just like actual envelopes, DocuSign envelopes are a container for your documents and agreements that require signature or approval. Check out the below resources to see how easy it is to send envelopes, and get your first signature.
Add and Enable your Users
A key responsibility for account Administrators is managing and training your end users, which helps to ensure success throughout your organisation.
Best Practice
It’s always a good idea to add at least one additional Admin to your account in case you're ever out of the office.
Training your Users
After you’ve added users, start thinking about how and when you'll train them. Sharing our user Success Checklist is the best place to start.
Feature Discovery: Branding
Branding your account makes it easy for your recipients to recognise that your agreements are coming from a trusted source.
For more detailed training on customising your account branding, visit the DocuSign University course below.
Feature Discovery: Templates
Save time on repetitive tasks by leveraging templates within DocuSign. Templates are an easy way to send standardised documents with just a few clicks, making your agreement processes even faster!
For more detailed resources on how to get the most out of templates, check out this 30-minute self-paced course at DocuSign University.
Grow your Admin Skills
You can help your organisation in ways beyond just sending envelopes. A great place to start levelling up your DocuSign skills is with the ‘Do more with eSignature Administration’ learning plan at DocuSign University. Explore additional features and admin settings to help you further customise and streamline your agreement processes.
Find Help & Resources
You’re officially on your way to becoming an Agreement Expert! As you move forward, here are a few best practices and resources:
Explore Use Cases
Use Cases are ways DocuSign can be used within your organisation. Check out our Use Case Map to filter for ideas by industry and type.
Accelerate your DocuSign Program
This DocuSign University (DSU) course will help you learn the foundation of socialising DocuSign within your organisation and establishing a centre of excellence, to help you get the most out of the product.
Get Technical Support
If you have any technical queries regarding your DocuSign Solution, our Support team is there to help - simply login to our Support Centre to open a case and they'll be in touch as soon as possible.
Instructor-Led Onboarding
There are plenty of self-serve resources available to guide you through the eSignature onboarding experience, but if you're learning style is better suited to an instructor-led experience, you might benefit from our complimentary onboarding webinars, hosted live each week by an agreement expert.
Get Started with DocuSign eSignature
This is a live and interactive webinar where you can be guided through your account setup, the eSignature basics and have any of your questions answered.
Eliminate Manual Tasks with DocuSign eSignature
Learn to use advanced template features; PowerForms, bulk sending, and key administrative settings, such as agreement actions, reporting, and signing groups.
Customise your Workflow with DocuSign eSignature
Learn to use advanced features, including conditional routing and collaborative fields; and how to use payments, identity verification, the eSignature mobile app, and DocuSign Click.
Congratulations!
Great work, you’ve completed your onboarding! Now, you can deepen your understanding of the DocuSign Agreement Cloud by earning any of our Badges.
Completion of any of the courses in this program will empower you to really drive forward with DocuSign and enhance your existing systems of agreement.
Get Started
Welcome to DocuSign eSignature, we're so glad you're here! This checklist is a self-paced resource designed to help you get up and running with your account faster, with step-by-step instructions.
Please feel free to bookmark, share and return to this site as often as you need to while you familiarise yourself with your new account.
For an instructor-led onboarding experience, visit step 10 on this checklist for details about our live, complimentary group onboarding webinars that run weekly.
Activate your Account
To log in to your account for the first time, check your email for an account activation message from DocuSign and follow the prompts.
Best Practice
The activation link will expire after 30 days so be sure to activate your account as soon as possible. If you need help activating your account, visit our troubleshooting page, or DocuSign Support under "More Support Options".
Configure your Account Settings
As a DocuSign Administrator, you have the ability to configure settings for your organisation's account. Ensure you and your users are set up for success and security by watching the video below and completing the short, self-paced course at DocuSign University.
Send Your First Envelope
Just like actual envelopes, DocuSign envelopes are a container for your documents and agreements that require signature or approval. Check out the below resources to see how easy it is to send envelopes, and get your first signature.
Add and Enable your Users
A key responsibility for account Administrators is managing and training your end users, which helps to ensure success throughout your organisation.
Best Practice
It’s always a good idea to add at least one additional Admin to your account in case you're ever out of the office.
Training your Users
After you’ve added users, start thinking about how and when you'll train them. Sharing our user Success Checklist is the best place to start.
Feature Discovery: Branding
Branding your account makes it easy for your recipients to recognise that your agreements are coming from a trusted source.
For more detailed training on customising your account branding, visit the DocuSign University course below.
Feature Discovery: Templates
Save time on repetitive tasks by leveraging templates within DocuSign. Templates are an easy way to send standardised documents with just a few clicks, making your agreement processes even faster!
For more detailed resources on how to get the most out of templates, check out this 30-minute self-paced course at DocuSign University.
Grow your Admin Skills
You can help your organisation in ways beyond just sending envelopes. A great place to start levelling up your DocuSign skills is with the ‘Do more with eSignature Administration’ learning plan at DocuSign University. Explore additional features and admin settings to help you further customise and streamline your agreement processes.
Find Help & Resources
You’re officially on your way to becoming an Agreement Expert! As you move forward, here are a few best practices and resources:
Explore Use Cases
Use Cases are ways DocuSign can be used within your organisation. Check out our Use Case Map to filter for ideas by industry and type.
Accelerate your DocuSign Program
This DocuSign University (DSU) course will help you learn the foundation of socialising DocuSign within your organisation and establishing a centre of excellence, to help you get the most out of the product.
Get Technical Support
If you have any technical queries regarding your DocuSign Solution, our Support team is there to help - simply login to our Support Centre to open a case and they'll be in touch as soon as possible.
Instructor-Led Onboarding
There are plenty of self-serve resources available to guide you through the eSignature onboarding experience, but if you're learning style is better suited to an instructor-led experience, you might benefit from our complimentary onboarding webinars, hosted live each week by an agreement expert.
Get Started with DocuSign eSignature
This is a live and interactive webinar where you can be guided through your account setup, the eSignature basics and have any of your questions answered.
Eliminate Manual Tasks with DocuSign eSignature
Learn to use advanced template features; PowerForms, bulk sending, and key administrative settings, such as agreement actions, reporting, and signing groups.
Customise your Workflow with DocuSign eSignature
Learn to use advanced features, including conditional routing and collaborative fields; and how to use payments, identity verification, the eSignature mobile app, and DocuSign Click.