Getting Started

Welcome

How do you use eSignature?

Sender/Signer

I use eSignature to...

  • Send documents
  • Sign documents
I’m a Sender/Signer

Admin

I use eSignature to send/sign documents and...

  • Administer the platform for other eSignature users
  • Create permission sets
  • Manage user groups
I'm an Admin

Advanced Admin

I'm familiar with the basic DocuSign Admin functionality and wish to:

  • Learn more about the advanced functionalities
  • Find out more about advanced signature types
  • Integrate DocuSign into my systems via APIs
  • Request payments through DocuSign
I'm an experienced admin
Getting Started Checklist