DocuSign Training -- October 2024

Owned by Will White
Sep 12, 2024
2 min read

Christopher Newport University has licensed DocuSign, a platform which allows all University staff to collect signatures on documents completely electronically without printing them out.  DocuSign has a number of powerful features, including:

  • Records of all signatures, dates, and times signed
  • Re-usable documents with templates
  • Fillable forms
  • Mail-merge style "bulk sending" of documents
  • Self-service web-based forms

For a brief overview of DocuSign, watch our video introduction.  Please note that if you only want to sign a document someone else has sent you in DocuSign, you don't need this information.  Simply click the link in the e-mail and the tool will walk you through the process.

If you'd like to learn more about DocuSign, and/or if you'd like access to the advanced tools like templates and forms, please attend our training sessions.  These sessions will be held online, and you must SIGN UP HERE to attend.

Collecting Signatures with DocuSign

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.

  • Tuesday, October 1, 2:00pm

Reusing Documents with DocuSign Templates

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.

  • Wednesday, October 2, 2:00pm

Self-Service Signatures with DocuSign Web Forms 

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.

  • Thursday, October 3, 2:00pm

We hope to see you there.