Master DocuSign in 3.5H | Udemy


Master DocuSign in 3.5H | Udemy [Update 06/2021]
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Genre: eLearning

Life is Too Short to Chase Signatures

What you’ll learn
How to send envelopes step-by-step
How to convert any documents into a DocuSign template
How to configure the DocuSign account settings
How to add your branding to your envelope
How to use formula fields
How to use conditional logic
How to bulk-send envelopes
How to add to reduce errors in documents by adding validation

Are you a busy professional wasting too much time on paperwork? Are you struggling to set things up in DocuSign?

Life is too short to fight with paperwork; I’ve created this course for you to save time and money by getting rid of paper and collecting accurate data and signatures in no time.

The reality is that DocuSign is a great tool full of features, but it is overwhelming because you don’t know where to start.

My students often spend countless hours on YouTube or DocuSign support pages before signing up for the course.

By the end of the course, you will know:

How to convert any documents into a DocuSign envelope or template

How to use DocuSign to save time and build documents efficiently

How to create the best signing experience for your clients

How to automate the signing workflow when sending documents to multiple people

How to create a developer account so that you don’t waste your paid envelopes when testing

Here’s the course outline:

How envelopes work

What is a System of Agreements

How to send envelopes

How to use the bulk-send feature

How to configure envelopes’ workflow (recipient actions and signing order)

How to choose the right type of fields

How to use and customize your fields (conditional logic, formula fields, etc.)

How to prepare your documents so that they are compatible with DocuSign

How to create templates for static documents

How to create templates for variable documents

How to create PowerForms

How to administer your account

How to share envelopes and templates with other users

I’ve created this course with real-life examples, including W9, letters of offer, application forms, and HR documents.

You’ll know the best way to set things up because you’ll be learning by an ex DocuSign trainer!

The reason I know that you’ll master DocuSign by the end of the course is that I’ve crafted practice exercises for you so that you can learn by doing!

See you in Chapter one!

Who this course is for:
Complete beginners
Experienced DocuSign users who want to improve their skills

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