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If you have a non-University DocuSign account that is tied to a CNU e-mail address, that account will become inaccessible on <date>Wednesday, December 20th. You MUST remove any documents you'd like to keep from that account before that date.
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ITS will provide three training sessions to get you started on DocuSign. They will be held online via Google Meet, and you will need to SIGN UP HERE in order to attend. The schedule is:
Collecting Signatures with DocuSign – <Date/time>Monday, October 2, 2:00 pm to 3:00 pm
DocuSign provides a way to upload documents and electronically collect signatures. It allows you to get signatures from multiple recipients, create fillable forms, and send the resulting documents to anyone who needs them. This training session covers setting up a document to collect signatures, collecting those signatures, and viewing the results.
Reusing Documents with DocuSign Templates – <Date/time>Tuesday, October 3, 2:00 pm to 3:30 pm
DocuSign allows users to create complex forms to be filled out and signed. These forms take time to create, so the ability to reuse these forms is crucial. DocuSign provides this capability using a tool called Templates. Templates can be used to send the same type of form to multiple recipients at different times. This training session will cover setting up a template, using a template to send envelopes, and sharing templates with others. Note: This session assumes that participants are able to create envelopes as covered in the Collecting Signatures with DocuSign training session.
Self-Service Signatures with DocuSign Web Forms – <Date/time>Thursday, October 4, 2:00 pm to 3:30 pm
Most DocuSign processes are set up to be initiated by the person or department collecting signatures. However, sometimes it may be useful to have the person who needs to sign the form initiate the process. Web Forms are DocuSign's way to do this. This training session will cover setting up a Template to use with a Web Form, creating the Web Form, sending it and transferring it to the Production (Sign) system. Note: This session assumes that participants know the content from the Collecting Signatures with DocuSign and Reusing Documents with DocuSign Templates sessions.
Remember, you must SIGN UP HERE to attend the online training sessions.
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