Information technology tools and resources at the UW
Welcome to the DocuSign Sender Essentials! Review the following eLearning courses, web guides and video walkthroughs to get started using DocuSign.
- DocuSign Account Tour
- DocuSign Life Cycle
- Overview of a Sending Transaction
Send Using a Template eLearning
- Using Templates
- Template Permissions
- Use Multiple Templates in One Transaction
How do I create and use templates?
How do I match a new template to a previously uploaded template?
Report Generation eLearning
- Using Standard Reports
- Creating a Custom Report
Advanced Sending: Fields and Labels
Using Document Labels eLearning
- Understanding Fields and Labels when Sending
Advanced Sending: Bulk Sending
Bulk Sending eLearning
- Sending Using Bulk Send Overview
- Preparing the Bulk Send CSV File
- Preparing a Document for Bulk Send Recipients
- Using a Template with Bulk Send