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
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 8 of this checklist.
Take a Tour
First, you’ll want to get familiar 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.
Complimentary Getting Started with eSignature Sessions:
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 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 our Support Videos
There's so much more you can do with eSignature. Explore additional functionality and features in our support videos below.
Please note: some features and options displayed are supported only in certain DocuSign plans.
For more about which options are available for your account, please contact your account administrator, or visit DocuSign Customer Support below (see link at bottom of page).
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 learning path is ideal for DocuSign users who are looking to move past the basics and grow their eSignature expertise.
Register for our Live Events
Getting Started with eSignature Sessions
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.
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, 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
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 8 of this checklist.
Take a Tour
First, you’ll want to get familiar 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.
Complimentary Getting Started with eSignature Sessions:
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 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 our Support Videos
There's so much more you can do with eSignature. Explore additional functionality and features in our support videos below.
Please note: some features and options displayed are supported only in certain DocuSign plans.
For more about which options are available for your account, please contact your account administrator, or visit DocuSign Customer Support below (see link at bottom of page).
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 learning path is ideal for DocuSign users who are looking to move past the basics and grow their eSignature expertise.
Register for our Live Events
Getting Started with eSignature Sessions
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.
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.