Template Fundamentals (Retired)

This course has been retired. Please see DocuSign eSignature: Working with Templates for our updated content.

This course is part of our Campus Pass subscription program. If you are already a Campus Pass subscriber, request enrollment here and your enrollment will be approved within 1 business day. If you are interested in attending this course and would like to learn more about Campus Pass (Team or Individual), click here. Please note that you will need to be logged in to DocuSign University in order to request enrollment.

This course is available for private delivery as part of Private Campus. Email docusignuniversity@docusign.com to connect with a learning expert today.

Accelerate your business through hands-on learning.

DocuSign Templates can unlock the power of a modern System of Agreement. As a Template expert, you hold the key to help unlock your organization’s ability to accelerate and simplify agreements. Learn to plan, build, use and manage robust DocuSign Templates with our Template Fundamentals course to drive even better outcomes.

Work with DocuSign University’s experienced Product Trainers to hone your template skills, and learn best practices and helpful tricks to take your company’s templates to the next level.

By attending this course, you will learn:

• How to create a template capable of handling multiple documents, recipients and recipient actions
• Best practices around the use of template matching
• Effective template management and usage strategies

Some signing and sending knowledge is a prerequisite. Self-paced materials are included. Courses available in N America, EMEA, LATAM, and APAC regions.

Private courses available. Email DocuSignUniversity@docusign.com for more details.

Best for: Template Creators, DocuSign Administrators, Senders of DocuSign envelopes.