Getting Started with Docusign eSignature

We’ve compiled this list of helpful steps and practical resources to get you quickly started with eSignature. Check out the steps below to get up and running with your eSignature account. 

1. Navigate your eSignature account

First, you’ll want to familiarize yourself with your eSignature account. This video tour will help you navigate your Docusign account in just a few minutes.
 

2. Learn the essentials of eSignature

Docusign University (DSU) is the fastest way to learn how to use Docusign. You can take self-paced, virtual courses or join a live, instructor-led webinar to learn the essentials of eSignature.

Register for this free webinar on basic eSignature functionality to get started with your learning. 
 

3. Send envelopes and collect signatures

Let’s send your first envelope out for signature. You can add as many documents that need signing as you want to a single envelope.

Consult this helpful Support Resource on how to send an envelope, so you can start collecting signatures today. 
 

4. Boost your productivity and streamline sending with Templates

Templates reduce the time it takes to send out your agreements. A few different ways to use templates include:

• Same document, different recipients. 
• - Example: You have a disclosure form you send to every potential client.
• Same recipients, different documents. 
• - Every month, you send unique reports to your Board of Directors for their approval.

Best practice tip

• You can create a template with the correct permissions, which are set by your Admin. However, anyone can use a template. Watch this quick video to see how to use templates, so you can streamline your sending process and collect signatures faster.

5. Explore our video library to learn more about eSignature

There is so much more you can do with eSignature. Explore additional functionality and features in our Video Library. Check out our Video Library to learn more. 

6. Engage with others in the Community using CLM 

Visit the eSignature part of our Community to get all your questions answered and help other users answer theirs. 

The eSignature portion of the Community is separated into Signing, Sending, Templates, Branding, Configuration and API & Customizations — so you can find what you’re looking for and get help in specific areas of eSignature. 

Getting Started with Docusign CLM

Welcome to Docusign Contract Lifecycle Management (CLM). If you’re here, you are likely playing a key role in the implementation of your organization’s Docusign Contract Lifecycle Management (CLM) solution. We've created this 8-step list to prepare you for your organization’s CLM implementation. 

Browse this list and consult the associated resources to for a better understanding of CLM. 
 

1. Understand Docusign CLM

Your Docusign Contract Lifecycle Management (CLM) platform will simplify, organize, and automate your organization’s contract lifecycle, all in one place.

With Docusign’s CLM solution, your organization can experience the following benefits:

• Simplified and standardized document creation
• Enhanced collaboration with team members and customers
• Customized and configured workflows
• Seamless integration with Docusign eSignature
• Faster and easier searching for completed agreements

Learn how to create, manage, and electronically sign agreements using Docusign CLM in the following Docusign University webinar. 
 

2. Take a CLM Course from Docusign University

We want to ensure you are set up to become a seasoned pro in using CLM.  If you’re the account administrator for your organization, we offer two styles of online learning:

• We offer a live, instructor-led certification from Docusign University. This is a part of a paid subscription called the Campus Pass. If you don’t have access, contact your account manager to gain access. 
  • If you can access the Campus Pass, check out this CLM course for account administrators. 
• Additionally, we offer complimentary courses from Docusign University without needing a Campus Pass. 
  • Check out this free Docusign University course to learn how to set up and administer an efficient Docusign CLM environment. 
     

3. Create a Process Flow Diagram

If you already have a process for agreements, your CLM implementation is a great time to look for areas to improve. If not, we have a great resource to help you create one.

Use our Support guide with Process Flow Diagram to create a current and proposed future state process flow for your CLM implementation.
 

4. Learn about Template Mapping and Markup

Template Markup and Mapping are two critical functions of CLM that you’ll need to understand before implementation. Check out our videos and a step-by-step guide to help you prepare an outline of a markup and mapping template for document generation.

• Learn how to mark up a document pre-kickoff with this Support resource and video.
• Learn how to map your template fields with the document generation form in this video.
• Check out this Support Guide for more information on document generation templates for Docusign CLM. 
   

5. Create an Additional Admin Account

It’s a CLM best practice to ensure additional team members can access your account for backup. Pick an additional administrator on the team and create their account right away.

Browse this guide to set up your additional CLM administrator and user accounts:

• Learn how to set up your additional account admin in this Support Guide. 
   

6. Explore External Systems to Connect with CLM

CLM can integrate with the other tools and tech you rely on daily.

Before your CLM implementation, check out which tools and systems you can integrate with CLM using our handy guide. Identify which external systems are already used in your organization and learn how easy it is to connect them to your CLM solution.

• Explore connected external systems in this Support Guide. 

7. Learn about Salesforce Integration

Did you know you can integrate your Docusign CLM solution with Salesforce to create and manage agreements without ever leaving Salesforce? It’s true. 

This Support Guide walks you through the integration of Docusign CLM for Salesforce through Apps Launcher.

Please note that an integration with Salesforce is not required to use CLM.
 

8. Engage with others in the Community using CLM 

Visit the CLM part of our Community to get all your CLM questions answered and help other users answer theirs. We’ve separated the CLM-focused part of the Community into Getting Started, Configuration, Troubleshooting, and API & Customizations — to ensure you can always find what you need and answer questions based on each component of CLM.