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Information technology tools and resources at the UW

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 Basics

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?

Template Basics

Send Using a Template eLearning

  • Using Templates
  • Template Permissions
  • 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

  • Document 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.