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Quick Start eSignature User Learning Roadmap

  • February 25, 2025
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amy.baxter
Docusign Employee
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Are you and your users new to Docusign and looking for guidance on how to incorporate eSignature into your daily work? Do you want a prescriptive learning journey?  

Docusign University (DSU) is here to help. We recognize that eSignature senders/end users have varying preferences for learning. That's why we provide both self-paced courses and interactive sessions with one of our DSU product instructors. To help you get started, take a look at our quick-start user roadmaps below.

 


 

🧑‍🏫 Instructor-Led Training 

 

Gain in-depth knowledge of eSignature by participating in classes and webinars led by an expert instructor.

 

Course

Description

Course Agenda

Docusign eSign: Sending Basics

 

Docusign eSign: Working with Templates

Deep Dives – Campus Pass Subscription

Two-hour instructor-led courses that provide basic end-user training through engaging, hands-on activities and experiences.

Sending Basics Agenda

 

Working with Templates Agenda

Docusign eSignature: Advanced Sending 

Deep Dive - Campus Pass Subscription

A four-hour, activity-driven, instructor-led course that explores advanced sending topics and features for experienced end-users or learners.

Advanced Sending Agenda

Get Started with Docusign eSignature for End Users

Webinar* - Complementary

One-hour instructor-led webinar demonstrating how to send, sign, and manage agreements from an end-user perspective.

N/A

 

Docusign eSignature: Template Creation Basics

Webinar* - Complementary for all

One-hour, instructor-led webinar focused on creating, using, applying, and managing templates.

N/A

*Webinars also offered via on-demand recordings

 

All eSignature-focused instructor-led training deep dives and webinars are available in multiple languages and across multiple time zones. Check out all offerings here:

Deep Dives

Webinars
 

🖥️ Self-Paced 

 

Learn on your own time at your own pace. Completing our eSignature Learning Path ensures proficiency in eSignature envelope sending and management. 

This learning path is ideal for new eSignature users looking to get started quickly or current users looking for a refresher on the basics. Courses in this path focus on the knowledge and skills you need to send your first envelope, set up your eSignature profile, configure fields for sending, manage your envelopes, and send from a mobile device.

 

Learning Plan Course

Description

Send Your First Envelope

Learn how to use Docusign eSignature to send digital agreements

Configure Your eSignature Profile

Learn how to configure your Docusign eSignature profile

Configure Basic eSignature Settings

Learn how to configure basic signing/sending settings on your eSignature account

Configure Fields for Sending

Learn how to add and configure fields 

Manage Your Envelopes

Learn how to manage you envelopes

Send from a Mobile Device

Learn how to use the Docusign Mobile eSign app to send, sign, and manage envelopes

 

Curated eSignature-related learning plans are also available in multiple languages. Click here for more. 

 

🧰 Additional Resources

 

Once you’ve mastered the basics, review learning and enablement tools for all of our products and capabilities. Highlights include:

✅ Curated Plans and Video Playlists: 

📓 Best-practice Guide: eSignature User Enablement and Training

🥇Earn a badge and become a Docusign Pro

 

🤝 Share Your Experience

Have you attended any of our live training sessions? Are there any webinar topics that you would like us to offer that we currently do not?

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