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 for other users.
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!
This checklist is a self-paced resource with step-by-step guides and videos to explain the basics of what you can do with your DocuSign account.
Please feel free to bookmark this site and return as many times as you need to familiarise yourself with the content.
For details on our live, instructor led, training webinars, please see our Live Events page on step 9 of this checklist.
Activate your Account within 30 days of sign up
This account tour will help you navigate your DocuSign account in just a few minutes.
Best Practice
To log in to your account, check your email for an account activation message from us.
If you need further help to login, this article covers common login problems you may be experiencing:
Learn the Essentials
DocuSign University (DSU) is the fastest way to learn DocuSign. Check out a virtual self-paced or live learning session.
Complimentary Getting Started with eSignature Sessions:
Why not join us for a live and interactive webinar where you can be walked through the set-up of your account, have your questions answered and get helpful tips and best practices to ensure you get maximum value from your account.
Get your First Signature
You can use envelopes to complete any agreement or document that requires a workflow approval process, like internal HR documents, customer contracts, or non-disclosure agreements.
Additional Support
Please see these Learning Plans and Support Articles for further assistance:
Grow your Admin Skills
You can help your organisation in ways beyond sending envelopes. A great place to start levelling up your DocuSign skills is with this DSU Learning Plan - Get Started with DocuSign: eSignature Administration.
Best Practice: Add Branding To Improve Recognition
As an Admin, you can brand your account. Branding offers a customised eSignature experience for both senders and recipients, so customers can recognise the documents you send quicker and easier.
Enable your Users
A key responsibility for Admins is managing and training users, which helps to ensure success throughout your organisation. Start by adding new users in the product.
To help jumpstart your users' DocuSign experience, please try the resources in our Adoption Kits.
Best Practice
Add at least one additional Admin to your account in case you're ever out of the office.
Additional User Support Resources
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: There is a disclosure form that you send to every potential client.
- Same recipients, different documents: Every month, you can send unique reports to your Board of Directors for their approval.
Best Practice
Templates can be created by Admins, or Users with permission to do so. However, templates can be used by any type of user, so encourage your users to take advantage.
Get More from your Account
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
DocuSign University (DSU) courses 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.
Register for our Live Events
Complimentary Getting Started with eSignature Sessions:
Live and interactive webinar (weekly at 9am GMT) where you can be guided through the set-up of your account, have your questions answered and get helpful tips and best practices - to register or review, simply click here.
Eliminate Manual Tasks with DocuSign eSignature
Learn to use PowerForms, bulk sending, and key administrative settings.
Web Forms for DocuSign eSignature
Create a personalised, interactive signing experience using our new Web Forms functionality.
Customize Your Workflow with DocuSign eSignature
Review advanced features such as conditional routing, collaborative fields; payments, identity verification and more.
Integrate Everywhere with DocuSign eSignature
Integrate DocuSign eSignature with key partner solutions (Google, Microsoft, Slack etc.).
Leverage DocuSign University
Join our live, expert-led, Webinars
Learn more about the features of your DocuSign account at our complimentary DocuSign University (DSU) classes - see below for a list of some upcoming sessions:
Learn how to make your account work harder for you
With over 250 courses spread between Self-Paced and Instructor Lead training sessions, DocuSign University (DSU) can provide you with the knowledge and expertise to truly leverage your account.
From the basics of getting started with eSignature, right up to the DocuSign Agreement Cloud suite of solutions, DSU is there to help you do more with your account.
Become a DocuSign expert
Interested in taking your DocuSign Knowledge to the next level? You can start earning specialist badges to showcase your knowledge of individual products like eSignature and DocuSign CLM or even conquer the entire DocuSign Agreement Cloud suite.
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!
This checklist is a self-paced resource with step-by-step guides and videos to explain the basics of what you can do with your DocuSign account.
Please feel free to bookmark this site and return as many times as you need to familiarise yourself with the content.
For details on our live, instructor led, training webinars, please see our Live Events page on step 9 of this checklist.
Activate your Account within 30 days of sign up
This account tour will help you navigate your DocuSign account in just a few minutes.
Best Practice
To log in to your account, check your email for an account activation message from us.
If you need further help to login, this article covers common login problems you may be experiencing:
Learn the Essentials
DocuSign University (DSU) is the fastest way to learn DocuSign. Check out a virtual self-paced or live learning session.
Complimentary Getting Started with eSignature Sessions:
Why not join us for a live and interactive webinar where you can be walked through the set-up of your account, have your questions answered and get helpful tips and best practices to ensure you get maximum value from your account.
Get your First Signature
You can use envelopes to complete any agreement or document that requires a workflow approval process, like internal HR documents, customer contracts, or non-disclosure agreements.
Additional Support
Please see these Learning Plans and Support Articles for further assistance:
Grow your Admin Skills
You can help your organisation in ways beyond sending envelopes. A great place to start levelling up your DocuSign skills is with this DSU Learning Plan - Get Started with DocuSign: eSignature Administration.
Best Practice: Add Branding To Improve Recognition
As an Admin, you can brand your account. Branding offers a customised eSignature experience for both senders and recipients, so customers can recognise the documents you send quicker and easier.
Enable your Users
A key responsibility for Admins is managing and training users, which helps to ensure success throughout your organisation. Start by adding new users in the product.
To help jumpstart your users' DocuSign experience, please try the resources in our Adoption Kits.
Best Practice
Add at least one additional Admin to your account in case you're ever out of the office.
Additional User Support Resources
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: There is a disclosure form that you send to every potential client.
- Same recipients, different documents: Every month, you can send unique reports to your Board of Directors for their approval.
Best Practice
Templates can be created by Admins, or Users with permission to do so. However, templates can be used by any type of user, so encourage your users to take advantage.
Get More from your Account
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
DocuSign University (DSU) courses 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.
Register for our Live Events
Complimentary Getting Started with eSignature Sessions:
Live and interactive webinar (weekly at 9am GMT) where you can be guided through the set-up of your account, have your questions answered and get helpful tips and best practices - to register or review, simply click here.
Eliminate Manual Tasks with DocuSign eSignature
Learn to use PowerForms, bulk sending, and key administrative settings.
Web Forms for DocuSign eSignature
Create a personalised, interactive signing experience using our new Web Forms functionality.
Customize Your Workflow with DocuSign eSignature
Review advanced features such as conditional routing, collaborative fields; payments, identity verification and more.
Integrate Everywhere with DocuSign eSignature
Integrate DocuSign eSignature with key partner solutions (Google, Microsoft, Slack etc.).
Leverage DocuSign University
Join our live, expert-led, Webinars
Learn more about the features of your DocuSign account at our complimentary DocuSign University (DSU) classes - see below for a list of some upcoming sessions:
Learn how to make your account work harder for you
With over 250 courses spread between Self-Paced and Instructor Lead training sessions, DocuSign University (DSU) can provide you with the knowledge and expertise to truly leverage your account.
From the basics of getting started with eSignature, right up to the DocuSign Agreement Cloud suite of solutions, DSU is there to help you do more with your account.
Become a DocuSign expert
Interested in taking your DocuSign Knowledge to the next level? You can start earning specialist badges to showcase your knowledge of individual products like eSignature and DocuSign CLM or even conquer the entire DocuSign Agreement Cloud suite.