How to Streamline Your New Account Opening Process

Do you want to make it easy for new customers to apply for and open a new account with your business? Creating a paperless and mobile-friendly process is essential to meeting prospective customers' expectations. 

Docusign University’s (DSU) newest Template Tutorial video shows you how to create a Docusign Web Form and get up and running with a new account opening workflow. 

🖥️ What’s a Web Form? 

A Docusign Web Form enables users to create interactive forms that capture data and automatically populate agreements.  It makes the entire process of filling out and signing a document a breeze for your recipients. 

🔃 New Account Opening Workflow 

In this tutorial, DSU Instructor ​@Matt Farler walks you through how to create an account opening Web Form and discusses best practices for considering the entire workflow, including how the self-service Web Form is activated from a company’s website. 

🤔 Consider This

Though this video tutorial is specific to a financial service industry-focused account opening, the procedures and guidance for setting up the workflow are applicable to multiple documents and industry-specific use cases where a current or prospective customer needs it to apply for or inquire about a service. Examples include new hire applications, membership sign-ups, and event registrations. 

🧰 Additional Resources

Check out the following DSU tools and courses to supplement and accelerate your automated agreement experience.

• Webinar: Web Forms for Docusign eSignature 
• Self-Paced Course: Create and Manage Docusign Web Forms
• DSU Template Library

🤝 Share Your Experience

Did the video tutorial help you get started with a Web Form workflow? What topics would you like our instructor tutorials to cover in future tutorial videos? Let us know in the replies below.