Getting Started

Welcome Your Experience

Getting Started as an eSignature Admin

As an Admin, you’ll be the hero of your organization as you set up and manage the DocuSign eSignature platform for other users.

1 Get Started

Congratulations!

Great work, you’ve completed your onboarding! Now, deepen your understanding of the DocuSign Agreement Cloud by earning any of our Badges.

Earn my badge

Get Started

Your first step is already done! The rest of this success checklist will guide you through eSignature basics.

2 Activate your Account

Activate your Account

This account tour will help you navigate your DocuSign account in just a couple minutes.

Best Practice

To log in to your account, check your email for an account activation message from us.

3 Learn the Essentials

Learn the Essentials

DocuSign University (DSU) is the fastest way to learn DocuSign. Check out a virtual self-paced or live learning session.

Best Practice

Start with our eSignature Essentials plan, which features a series of self-paced courses.

4 Get your First Signature

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.

5 Grow your Admin skills

Grow your Admin skills

You can help your organization in ways beyond sending envelopes. A great place to start leveling up is with the DSU Essentials course Get Started with eSignature Admin.

Best Practice

As an Admin, you can brand your account. Branding offers a customized eSignature experience for both senders and recipients, so customers can recognize the documents you send quicker and easier.

6 Enable your Users

Enable your Users

A key responsibility for Admins is managing and training users, which helps to ensure success throughout your organization. Start by adding new users in the product.

Best Practice

Add at least one additional Admin to your account in case you're ever out of the office.

7 Boost Productivity with Templates

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.

8 Get More From Your Account

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:

Congratulations!

Great work, you’ve completed your onboarding! Now, deepen your understanding of the DocuSign Agreement Cloud by earning any of our Badges.

Earn my badge

Get Started

Your first step is already done! The rest of this success checklist will guide you through eSignature basics.

Activate your Account

This account tour will help you navigate your DocuSign account in just a couple minutes.

Best Practice

To log in to your account, check your email for an account activation message from us.

Learn the Essentials

DocuSign University (DSU) is the fastest way to learn DocuSign. Check out a virtual self-paced or live learning session.

Best Practice

Start with our eSignature Essentials plan, which features a series of self-paced courses.

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.

Grow your Admin skills

You can help your organization in ways beyond sending envelopes. A great place to start leveling up is with the DSU Essentials course Get Started with eSignature Admin.

Best Practice

As an Admin, you can brand your account. Branding offers a customized eSignature experience for both senders and recipients, so customers can recognize 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 organization. Start by adding new users in the product.

Best Practice

Add at least one additional Admin to your account in case you're ever out of the office.

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:

Need extra help?

Help with Logging In

This article covers common login problems you may be experiencing.

Admin Guide

Your guide to frequently asked questions by eSignature Admins.

DocuSign University

The fastest way to learn how to use DocuSign is through DocuSign University. Take virtual courses on your own time, or join a live learning lab.

Support Center

Need additional support? Submit a ticket here, or search the Support Center for how-to guides.