OTS is happy to announce that we have partnered with DocuSign as our new electronic signature tool for the entire University! We are working with DocuSign to complete this implementation and be ready for your use before the end of the year. If you are interested in attending any of our live training sessions conducted by a DocuSign expert, please reach out to Sarah Parro at sparro@iit.edu
All training sessions will be recorded and available for viewing on-demand as well.
FOUNDATIONAL TRAINING SCHEDULE
DocuSign 101: Monday, November 23 from 10:00 – 11:30AM
Template Creation 101: Tuesday, November 24 from 12:30 – 2:30PM
Powerform 101: Tuesday, December 1 from 10 – 11:30AM
ADMIN TRAINING SCHEDULE
*Please note admin training will only be open to IT and specific Business Users who are yet to be identified. If you believe you are a good candidate to be a DocuSign Administrator, please reach out to Sarah directly.
Admin Session 101, Part 1: Wednesday, December 2 from 9:00 – 10:30AM
Admin Session 101, Part 2: Thursday, December 3 from 1:30 – 3:00PM
TRAINING CURRICULUM
DocuSign 101 Agenda
The DocuSign 101 training session will cover the basics of a DocuSign transaction and DocuSign signing ceremony.
Target Audience
- All stakeholders
Duration: 1.5 hours
Agenda:
- DocuSign terminology (envelopes, templates, power forms, tags, signing ceremony)
- Envelope creation (tags, recipients, authentication methods, email message/subject)
- Signing ceremony (show signer’s perspective)
- Envelope management (history, certificate, correction)
- Adopting signatures
- Manage email notifications
Template 101 Agenda
The template training session covers re-usable forms.
Target Audience:
- Business users responsible for creation of re-usable forms
- Developers who are interested in automating processes
- Evangelists interested in understanding the DocuSign offering
Duration: 2 hours
Agenda:
- What is a template?
- Template roles
- Tagging Palette
- Custom Fields
- Envelope custom fields – why they’re used
- Replacing template documents
- Template matching
- Template cloning
- Template sharing
- Brief Demo of Powerforms
Powerform Agenda
The powerform training session covers creation of the self-service link to the template url, with tips and tricks.
Target Audience:
- Business users responsible for creation of re-usable forms
- Developers who are interested in automating processes
- Evangelists interested in understanding the DocuSign offering
Duration: 1.5 hours
Agenda:
- What is a Powerform
- Demonstrations
- How to create a Powerform
- How to manage/change the “Sender” for the envelopes created via a Powerform
- Shared folders to access Powerform envelopes for a particular Sender
- Admin permissions for Powerforms, and how to access Powerform data if no shared folders are setup
- Powerform email validation (security), and other usage limitation settings
- Web-form: how to take data from your web-form and push that data into DocuSign Fields, as well as how to bypass our Powerform name+email landing page.
- Web-form: how to push Envelope Custom Field meta-data into a Powerform-generated envelope
- Best practices for Recipient roles, and how to make certain Template workflow recipients either Required vs. Optional on the Powerform landing page.