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Description
DocuSign is a secure electronic signature platform used for sending, signing, and managing digital documents.
Goals
- Staff will learn how to send and sign documents electronically.
- Departments will streamline approval workflows using electronic signatures.
- Users will understand security and compliance features.
Objectives
Participants will be able to:
- Upload and send documents for signature.
- Assign signers and signing order.
- Track document status.
- Use templates for recurring processes.
- Manage notifications and reminders.
Training Delivery Methods
- Instructor-led workshops
- Self-paced training
- Reference documentation
Training
In Person
DocuSign Essentials Workshop
Participants learn the fundamentals of creating envelopes, assigning signers, and sending documents.
Self-Paced Modules
On Demand (Self-paced modules)
DocuSign Basics
- Uploading documents
- Adding signature fields
- Sending documents for approval
DocuSign Advanced Features
- Creating templates
- Managing envelopes
- Reviewing audit trails
Resources
- DocuSign University courses
- Internal documentation for electronic signature workflows
Have Questions?
- Training and content (How-to) questions: ttmd@pgcc.edu (Technology Training and Multimedia Development)
- Technical questions related to access and/or login issues: Technology Service Desk 301-546-0637