Establish Your eSignature Process (Retired)

Establish Your eSignature Process (Retired)

In this series, learn how to develop and customize your DocuSign eSignature workflow.

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This learning plan has been retired. Please see the Get Started Sending with DocuSign eSignature and Customize Your DocuSign eSignature Process learning plans for our updated content.

Welcome to the Establish Your eSignature Process Learning Plan. This learning plan is ideal for more experienced DocuSign users who are looking to develop and customize their eSignature workflow. Courses in this plan focus on advanced eSignature functionality that allows you to send envelopes using document visibility, PowerForms, bulk send, Print Driver, eNotary, and conditional routing. 

Complete the full learning plan or select the courses and topics that best support your learning needs. Related Learning Plans
 
To learn the basics or refresh your foundational DocuSign eSignature skills, we recommend courses in the Get Started Sending with eSignature Learning Plan:
• Send Your First Envelope
• Set Up Your DocuSign Profile
• Perform Envelope Actions After Sending 
• Send from a Mobile Device

To continue learning to use DocuSign eSignature features and options, we recommend courses in the Customize eSignature Sending Options Learning Plan: 
• Assign Recipient Actions for Sending
• Configure Envelopes for Sending 
• Customize Fields for Sending
• Manage Your Envelopes