DocuSign's Digital Transaction Management platform helps companies keep processes 100% digital from start to finish to accelerate transactions, reduce costs, and delight customers, partners, suppliers, and employees.
The DocuSign New Client Consulting group is part of our Customer Success Organization with the goal of making our clients successful by accelerating the adoption and use of DocuSign products and services. New Client Consulting (NCC) is focused on educating and enabling our customers with introduction to our products. The NCC group provides focused and dedicated sessions with the Customer to provide one to one training and guidance on how the DocuSign platform will satisfy a Customer’s needs.
API Certification Requirements Overview of API Certification Requirements and the certification process.
DocuSign Console Admin Adding Users, Groups, and Permissions
Member Profile and Options
Email Notifications
Envelope Custom Fields
Envelope Reports
Branding
Account Features
DocuSign Console Follow up The NCC will follow you and drill into the implementation of your workflows, setting up your tags, and answering those questions that do not arise until you have had a full chance to explore all of DocuSign features on your own.
DocuSign Console Overview Launch Console
Walk through Navigation Tabs
Send Basic Envelope
Basic Signing Overview
Edit and Schedule Reports
Admin Basics
DocuSign Console Templates Recipient Roles
Envelope Settings
Overview of the Tag Palette and tagging options
Advanced Features (as needed)
Electronic Notary
Digital Certificates
Bulk Recipients
Document Visibility
DocuSign for Salesforce Admin Envelope and Account settings
Merge fields
Anchor tags
DocuSign Connect for Salesforce
DocuSign for Salesforce Install/Config Installation of the DocuSign for Salesforce managed package and baseline setup in preparation for sending documents.
DocuSign Powerforms Creating Powerforms
Sending Powerforms
List View
Retrieving Data
Web Powerform
Populating custom envelope fields
Embedded Powerform
Adding Data via JavaScript
Default API Landing Pages
DocuSign Retrive Installing Retrieve, creating, loading, deleting and setting default Retrieve settings, and using the Retrieve Command Line.
SSO Initial Setup Review of DocuSign's implementation of SSO, the supported scenarios, and data required for setup.
Transaction Room - Agent Setup and Review of the Dashboard, Inbox, MyDocs, Transactions, and Network.
Transaction Room - Broker Setup and Review of Admin, Enhanced Transaction Rooms and Dashboards, Document Checklists and Management, Complaint Transactions, Team Building, and Branding.
For immediate support on break/fix issues, please see our Support site for further information. https://www.docusign.com/support
