Customize Your DocuSign eSignature Process

In this series, learn how to customize sending options for DocuSign eSignature.

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Welcome to the Customize Your DocuSign eSignature Process Learning Path. This learning path is ideal for DocuSign users who are looking to move past the basics and grow their eSignature expertise. Courses in this path focus on the knowledge and skills you need to create and manage eSignature templates, send using standard and advanced workflow features, create and manage DocuSign PowerForms, send using eSignature bulk send, and send using eNotary and Remote Online Notarization.
             
Complete the full learning path or select the courses and topics that best support your learning needs. Once enrolled, you can access these on-demand, self-paced courses at any time from your profile.
            
To learn the basics or refresh your foundational DocuSign eSignature skills, we recommend courses in the Get Started Sending with DocuSign eSignature Learning Path:            

  • Send Your First Envelope            
  • Configure Your eSignature Profile           
  • Configure Fields for Sending            
  • Manage Your Envelopes            
  • Send from a Mobile Device
Create and Manage eSignature Templates
Learn how to create, share, and manage DocuSign eSignature Templates.
FREE
30 min
Templates English Sign Complimentary End User Self-paced eSignature
Send Using Standard Envelope Features
Learn how to customize your envelopes by using standard and optional features within DocuSign eSignature.
FREE
45 min
English Sign Complimentary End User Self-paced eSignature Sending
Send Using Advanced Workflow Features
Learn how to use advanced eSignature features that will help you optimize your workflows.
FREE
30 min
English Sign Complimentary End User Self-paced eSignature Sending
Send Using Conditional Routing
Learn how to automatically route DocuSign eSignature envelopes based on predefined rules.
FREE
15 min
English Sign Complimentary End User Self-paced eSignature Sending
Create and Manage DocuSign PowerForms
Learn how to create, distribute, and manage DocuSign PowerForms.
FREE
15 min
English Sign Complimentary End User Self-paced eSignature PowerForms
Send Using eSignature Bulk Send
Learn how to use DocuSign eSignature bulk send to reach large audiences.
FREE
30 min
English Sign Complimentary End User Self-paced eSignature Sending
Send with eNotary
Learn how to use DocuSign eNotary functionality as part of a DocuSign eSignature transaction.
FREE
15 min
English Sign Complimentary End User Self-paced eSignature Sending Notary
Send Using Remote Online Notarization
Learn how to send envelopes to be notarized using remote online notarization.
FREE
25 min
English Sign Complimentary End User Self-paced eSignature Sending Notary
Create and Manage DocuSign Web Forms
Learn how to create, customize, and manage DocuSign Web Forms.
FREE
15 min
Templates English Administrator Sign Complimentary Self-paced eSignature
Configure Document Generation for eSignature
Learn how to configure Document Generation for eSignature to optimize the sending process.
FREE
30 min
English Sign Complimentary End User Self-paced eSignature Sending