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Getting Started with DocuSign

Modified on: Thu, Oct 3 2024 7:10 AM

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.

Step-by-Step Tutorials

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

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 The videos have been lightly edited to remove material no longer applicable.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.