Getting Started with DocuSign

Follow these step-by-step guides to send an envelope for signature, sign, and complete an envelope, and create and use templates. These videos are for newer DocuSign users. For more substantial support resources, visit support.docusign.com.

DocuSign Quick Start Videos

Quickly learn different ways that you can use DocuSign.

DocuSign eSignature: How to Sign Your Own Document. When you are the only person who needs to sign a document (1 minute).
DocuSign eSignature: How to Send an Envelope. To send a document for other(s) to complete and/or sign (2 minutes).
DocuSign eSignature: How to Sign a Document. Shows the recipient’s perspective (article with 1-minute video).

Step-by-Step Tutorials

These targeted videos walk you through sending your first envelope and the use of templates.

Sign, send and manage documents with DocuSign (27 minutes)
Create, setup, and use DocuSign Templates (12 minutes)

Train-the-Trainer Videos

This training was recorded during the 2019 pilot use of DocuSign. The videos have been lightly edited to remove material no longer applicable.

Training 1: DocuSign 101 Session Recording (53 minutes)

DocuSign terminology (envelopes, templates, PowerForms, tags, signing ceremony)
Envelope creation (tags, recipients, authentication methods, email message/subject)
Signing ceremony (show signers' perspective)
Envelope management (history, certificate, correction)
Adopting signatures
Manage email notifications

Training 2: Template Creation 102 Session Recording (67 minutes)

What is a template?
Template roles, Workflow, and Messaging
Error Proof your template
Advanced Fields
Formulas, Conditional Logic
Replacing template documents
Template matching, cloning, and sharing

See DocuSign's support resources to find answers to other questions. Visit DocuSign University for self-paced training.