Getting Started as an eSignature User
DocuSign eSignature will help you speed up your agreement and signing processes in no time.
Congratulations!
Great work, you’ve completed your onboarding! Now, Deepen your understanding of the DocuSign Agreement Cloud by earning any of our Badges.
These are designed to help you become an Agreement Expert and empower you to fully utilise the benefits of our solution.
Get Started
This success checklist will guide you through eSignature basics, helping you understand what you can do with DocuSign.
Take a Tour
First, you’ll want to activate and familiarise yourself with your new eSignature account. This tour will help you navigate your DocuSign account in just a few minutes.
Learn the Essentials
DocuSign University (DSU) is the fastest way to learn how to use DocuSign. You can take self-paced, virtual courses on your own time or join a live, instructor-led learning lab.
Best Practice
Begin with our Get Started Sending with eSignature Learning Plan. This self-paced series of courses will help you learn the basics.
Live learning lab: Get Started - Send, Sign, Manage for eSignature
Get up and running quickly by joining this live, 60 minute training session, where you'll learn how to send and sign envelopes, set-up and use DocuSign eSignature templates and more.
Get a Signature
Let’s send your first envelope for signature. You can add as many documents, that need signing, as you want to a single envelope.
Boost Productivity with Templates
Templates help you reduce the time it takes to send out your agreements. Some examples of ways to use templates include:
- Same document, different recipients: You have a form that you send to every potential client.
- Same recipients, different document: You send unique reports to your Board of Directors, for their approval, on a monthly basis.
Best Practice
You can create a template with the right permissions, which are set by your Admin. However, anyone can use a template. Watch this quick video to see how, and then log in to try it out today.
Explore the Video Library
There's so much more you can do with eSignature. Explore additional functionality and features in our Video Library.
Get More from your Account
You’re 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.
Customise eSignature Sending Options
This plan focuses on the skills you need to assign recipient actions for sending, configure envelopes for sending, customise fields for sending, and manage your envelopes.
Congratulations!
Great work, you’ve completed your onboarding! Now, Deepen your understanding of the DocuSign Agreement Cloud by earning any of our Badges.
These are designed to help you become an Agreement Expert and empower you to fully utilise the benefits of our solution.
Get Started
This success checklist will guide you through eSignature basics, helping you understand what you can do with DocuSign.
Take a Tour
First, you’ll want to activate and familiarise yourself with your new eSignature account. This tour will help you navigate your DocuSign account in just a few minutes.
Learn the Essentials
DocuSign University (DSU) is the fastest way to learn how to use DocuSign. You can take self-paced, virtual courses on your own time or join a live, instructor-led learning lab.
Best Practice
Begin with our Get Started Sending with eSignature Learning Plan. This self-paced series of courses will help you learn the basics.
Live learning lab: Get Started - Send, Sign, Manage for eSignature
Get up and running quickly by joining this live, 60 minute training session, where you'll learn how to send and sign envelopes, set-up and use DocuSign eSignature templates and more.
Get a Signature
Let’s send your first envelope for signature. You can add as many documents, that need signing, as you want to a single envelope.
Boost Productivity with Templates
Templates help you reduce the time it takes to send out your agreements. Some examples of ways to use templates include:
- Same document, different recipients: You have a form that you send to every potential client.
- Same recipients, different document: You send unique reports to your Board of Directors, for their approval, on a monthly basis.
Best Practice
You can create a template with the right permissions, which are set by your Admin. However, anyone can use a template. Watch this quick video to see how, and then log in to try it out today.
Explore the Video Library
There's so much more you can do with eSignature. Explore additional functionality and features in our Video Library.
Get More from your Account
You’re 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.
Customise eSignature Sending Options
This plan focuses on the skills you need to assign recipient actions for sending, configure envelopes for sending, customise fields for sending, and manage your envelopes.