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Sender Essentials

Welcome to the DocuSign Sender Essentials! Review the following eLearning courses, web guides and video walkthroughs to get started using DocuSign.

DocuSign Overview

Overview eLearning

  • DocuSign Account Tour
  • DocuSign Life Cycle
  • Overview of a Sending Transaction

Launch Course

Additional Resources

Sending (Without a Template)

Basic Sending eLearning

  • Uploading Documents to Send 
  • Establishing Recipients and Workflow
  • Adding Messaging and Personal Notes 

Launch Course

Additional Resources

How do I send a document?

Sending (With a Template)

Send Using a Template eLearning

  • Using Templates
  • Use a Template from your Template Folder
  • Use Multiple Templates in One Transaction

Launch Course

Additional Resources

How do I create and use templates?

How do I match a new template to a previously uploaded template?

Manage Sent Envelopes

Managing Sent Envelopes eLearning

  • Envelope Management Overview
  • Folder Management
  • Correcting In-Progress Transactions

Launch Course

Additional Resources

How do I manage sent documents?

How do I correct documents I sent?

Report Overview

Report Generation eLearning

  • Using Standard Reports
  • Creating a Custom Report

Launch Course

Profile Overview

Profile Settings eLearning

  • Customize Your Profile
  • Defining Your Signature
  • Using Email Notification Settings

Launch Course

Additional Resources

How do I change my signature?

Advanced Sending: Fields and Labels

Using Document Labels eLearning

  • Understanding Fields and Labels when Sending

Launch Course

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

Launch Course

Additionally, DocuSign has extensive help documentation and customer forums that you should use for additional guidance on DocuSign’s capabilities.

Last reviewed February 20, 2018