Take your Admin skills to the next level
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.
Explore the Knowledge Market
Maximise the applications of your DocuSign account by exploring this centralised directory of tools and best practices. These resources can help you get the most out of not only eSignature, but the DocuSign Agreement Cloud (DAC) as a whole.
For more on using the Knowledge Market please see the video and links below:
DocuSign Knowledge Market
Tools and best practices to help you maximise adoption and capture full value from the DocuSign Agreement Cloud.
Template Library
Pre-built templates you can download and use on your account.
Admin Central
A tailored list of resources to help Admins maximise account capabilities.
Utilise Bulk Send and PowerForms
Please note: some features and options displayed below are supported only in certain DocuSign plans. For more about which options are available for your account, please contact your account administrator or DocuSign Customer Support. Visit our Contact Support web page for contact options to reach Customer Support.
Bulk Send:
With this feature, you can quickly and easily send the same documents to a large number of recipients with just a few clicks of a button. Simply set up your envelope and import your recipients - Bulk Send will handle the rest. View our support guide here.
PowerForms:
PowerForms give you the ability to generate on-demand, self-service documents for signature. Eliminate document preparation time, and easily pull collected data into your existing applications. View our support guide here.
For more on how to use the Bulk Send and PowerForm functionality, please see the short videos below:
Live Webinar: Eliminate Manual Tasks with DocuSign eSignature
Join our free, expert-led live webinars on using Bulk Send and PowerForms
Try our advanced features
Custody Transfer:
Administrators can, from the Transfer Ownership page, add and manage rules to automatically transfer ownership of envelopes between users of the same DocuSign account. For more on this process, please see the below video or our support guide here:
Automatically add fields with AutoPlace
This feature allows you to automatically add fields near each occurrence of a given text string in a template or document.
Manage Custom Fields
Create custom versions of standard fields and save them for later use to ensure faster and more efficient document preparation.
Document Comments
Use comments to ask and answer questions about a document.
Conditional Routing
Conditional routing lets you route an envelope to different people based on envelope data - this in turn eliminates the need to manually configure the envelope routing or to use separate templates, each with their own routing.
Enable Shared Envelopes
Activate Envelope Sharing
Envelope Sharing allows users on the same account to view and process shared envelopes. The ability to share envelopes among users in your account is useful for scenarios such as a replacement during annual leave, delegated management of DocuSign transactions, or other collaborative workflows.
Additional User Support Resources
Get started with ID Verification
ID Verification allows you to identify signers beyond the standard practice of clicking an emailed link, allowing you to further protect your high value agreements, reduce risk and support compliance.
When enabled, ID Verification will require a signer to present their identity papers (government-issued photo ID or eID) before they can view and sign your documents. For more on this process, please see the video below:
Sending envelopes with ID Verification
For more on sending documents with ID Verification, please see our online support guide
Signing documents with ID Verification enabled
To see what the process of signing a document with ID Verification looks like, please see our step-by-step guide
Live Webinar: Customize Your Workflow with DocuSign eSignature
Join our live, expert-led webinar to find out more about ID Verification and other advanced features like conditional routing and collaborative fields.
Increase authentication with AES and QES
eSignature is now a broadly accepted substitute to the handwritten version - however, some transactions may require a higher level of identity assurance - two potential solutions to this for you, are Advanced eSignature (AES) and Qualified eSignature (QES).
Both come with additional user authentication steps for added security. For more on how this process looks for a signer, please see the video below:
Additional User Support Resources
Track envelope usage with Reports
The Reports feature on DocuSign allows users and administrators to obtain various information and key metrics about their DocuSign account and envelope usage.
These reports contain near real-time data on document activity and allow users to schedule regular updates (such as usage reports) with just a few clicks of a button.
Additional User Support Resources
Automate Post-Signature Tasks with Agreement Actions
With Agreement Actions, administrators can automate common post-signature tasks when an envelope is completed. You can create agreement rules based on document custom fields, template type, or envelope data.
Customise with our API solutions
DocuSign eSignature API
Integrate eSignatures into your applications in minutes. DocuSign's secure and award-winning eSignature API makes requesting signatures, automating forms, and tracking documents directly from your app easy.
Sandbox Accounts
The developer sandbox allows you to test your APIs with no charge. These accounts don't expire and have full DocuSign functionality.
Enable real-time updates
DocuSign Connect
DocuSign Connect is a push service that sends real‐time data updates to external applications. You can use Connect to get updates about envelopes and trigger downstream actions.
Speed up credit control with DocuSign Payments
Use DocuSign Payments to get paid instantly and avoid delays collecting the money you’re owed.
DocuSign Payments is a feature in web and native mobile apps that enables a sender to collect a payment or save a signer's payment method for future charges at the same time as collecting a signature. Signers can pay by credit card, Apple Pay, Google Pay, PayPal, or ACH (electronic bank transfer).
Value and Benefits:
- Get paid instantly and avoid delays in collecting money owed.
- Supports one-time payments AND saving signer payment methods for future charges/recurring payments.
- Spend time growing your business rather than manually collecting payments and signed agreements.
- Deliver a superior customer experience with the ability to sign and pay anytime, anywhere, on any device
Additional Support Resources
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.
Explore the Knowledge Market
Maximise the applications of your DocuSign account by exploring this centralised directory of tools and best practices. These resources can help you get the most out of not only eSignature, but the DocuSign Agreement Cloud (DAC) as a whole.
For more on using the Knowledge Market please see the video and links below:
DocuSign Knowledge Market
Tools and best practices to help you maximise adoption and capture full value from the DocuSign Agreement Cloud.
Template Library
Pre-built templates you can download and use on your account.
Admin Central
A tailored list of resources to help Admins maximise account capabilities.
Utilise Bulk Send and PowerForms
Please note: some features and options displayed below are supported only in certain DocuSign plans. For more about which options are available for your account, please contact your account administrator or DocuSign Customer Support. Visit our Contact Support web page for contact options to reach Customer Support.
Bulk Send:
With this feature, you can quickly and easily send the same documents to a large number of recipients with just a few clicks of a button. Simply set up your envelope and import your recipients - Bulk Send will handle the rest. View our support guide here.
PowerForms:
PowerForms give you the ability to generate on-demand, self-service documents for signature. Eliminate document preparation time, and easily pull collected data into your existing applications. View our support guide here.
For more on how to use the Bulk Send and PowerForm functionality, please see the short videos below:
Live Webinar: Eliminate Manual Tasks with DocuSign eSignature
Join our free, expert-led live webinars on using Bulk Send and PowerForms
Try our advanced features
Custody Transfer:
Administrators can, from the Transfer Ownership page, add and manage rules to automatically transfer ownership of envelopes between users of the same DocuSign account. For more on this process, please see the below video or our support guide here:
Automatically add fields with AutoPlace
This feature allows you to automatically add fields near each occurrence of a given text string in a template or document.
Manage Custom Fields
Create custom versions of standard fields and save them for later use to ensure faster and more efficient document preparation.
Document Comments
Use comments to ask and answer questions about a document.
Conditional Routing
Conditional routing lets you route an envelope to different people based on envelope data - this in turn eliminates the need to manually configure the envelope routing or to use separate templates, each with their own routing.
Enable Shared Envelopes
Activate Envelope Sharing
Envelope Sharing allows users on the same account to view and process shared envelopes. The ability to share envelopes among users in your account is useful for scenarios such as a replacement during annual leave, delegated management of DocuSign transactions, or other collaborative workflows.
Additional User Support Resources
Get started with ID Verification
ID Verification allows you to identify signers beyond the standard practice of clicking an emailed link, allowing you to further protect your high value agreements, reduce risk and support compliance.
When enabled, ID Verification will require a signer to present their identity papers (government-issued photo ID or eID) before they can view and sign your documents. For more on this process, please see the video below:
Sending envelopes with ID Verification
For more on sending documents with ID Verification, please see our online support guide
Signing documents with ID Verification enabled
To see what the process of signing a document with ID Verification looks like, please see our step-by-step guide
Live Webinar: Customize Your Workflow with DocuSign eSignature
Join our live, expert-led webinar to find out more about ID Verification and other advanced features like conditional routing and collaborative fields.
Increase authentication with AES and QES
eSignature is now a broadly accepted substitute to the handwritten version - however, some transactions may require a higher level of identity assurance - two potential solutions to this for you, are Advanced eSignature (AES) and Qualified eSignature (QES).
Both come with additional user authentication steps for added security. For more on how this process looks for a signer, please see the video below:
Additional User Support Resources
Track envelope usage with Reports
The Reports feature on DocuSign allows users and administrators to obtain various information and key metrics about their DocuSign account and envelope usage.
These reports contain near real-time data on document activity and allow users to schedule regular updates (such as usage reports) with just a few clicks of a button.
Additional User Support Resources
Automate Post-Signature Tasks with Agreement Actions
With Agreement Actions, administrators can automate common post-signature tasks when an envelope is completed. You can create agreement rules based on document custom fields, template type, or envelope data.
Customise with our API solutions
DocuSign eSignature API
Integrate eSignatures into your applications in minutes. DocuSign's secure and award-winning eSignature API makes requesting signatures, automating forms, and tracking documents directly from your app easy.
Sandbox Accounts
The developer sandbox allows you to test your APIs with no charge. These accounts don't expire and have full DocuSign functionality.
Enable real-time updates
DocuSign Connect
DocuSign Connect is a push service that sends real‐time data updates to external applications. You can use Connect to get updates about envelopes and trigger downstream actions.
Speed up credit control with DocuSign Payments
Use DocuSign Payments to get paid instantly and avoid delays collecting the money you’re owed.
DocuSign Payments is a feature in web and native mobile apps that enables a sender to collect a payment or save a signer's payment method for future charges at the same time as collecting a signature. Signers can pay by credit card, Apple Pay, Google Pay, PayPal, or ACH (electronic bank transfer).
Value and Benefits:
- Get paid instantly and avoid delays in collecting money owed.
- Supports one-time payments AND saving signer payment methods for future charges/recurring payments.
- Spend time growing your business rather than manually collecting payments and signed agreements.
- Deliver a superior customer experience with the ability to sign and pay anytime, anywhere, on any device